SS Claim Credit Review
After a SS Claim Credit Review task is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Client Support team.
1. On the ZOHO toolbar, click the expand button, and select Kanban Task Board.2. Find all agent assigned tasks in the agent queue.NOTE: Clicking on ALL TASKS displays all tasks assigned to the team. Clicking on MY TASKS displays all tasks assigned to the agent.NOTE: Agents can also locate an assigned task by clicking the Activities tab at the top of the screen > clicking the Tasks filter > selecting My Open Tasks.3. In the agent queue, select a service job with the SS Claim Credit Review.4. Copy the Service Job number from the open task and go to Service Bench.5. Pull up the Service Job, review the details, and work the task.6. Add a note to the comments in Service Bench.7. When finished, update the exception in Service Bench to Complete.8. ZOHO task status automatically updates to Completed.
End Process
Helpful Links
Related Articles
SS Credit/Debit Memo Request
After a SS Credit/Debit Memo Request task is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Client Support team. 1. On the ZOHO toolbar, click the expand button, and ...Customer Under Review-Pending Decision
When a Claim has been in Under Review status with a Claim Credit on hold over 90 Days, a task is created in Zoho and assigned to the Customer Under Review-Pending Decision Queue. When working the task, be sure to review all history of the Service Job ...SP Under Review
After a Service Provider agent creates a Under Review claim in Service Bench, a service job task is automatically created in ZOHO. The claim status is Under Review. The service job task is assigned to the Support Services team. 1. Go to the ZOHO ...Claim Escalations
When a Service Provider enters an Escalation in the ServiceBench Claim, a task is created in Zoho and assigned to the Service Pro Escalations Queue. When working the Task, be sure to review the escalation reason then follow the process to complete ...Unauthorized Claim Review
After a Unauthorized Claim Review task is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Client Support team. 1. On the ZOHO toolbar, click the expand button, and select Kanban ...