Create the SS-Owner Co Claim Review Exception

Create the SS-Owner Co Claim Review Exception

The SS-Owner Co Claim Review Exception is created to track assignment and progress of a No Provider Found (NPF) Service Job so that the job and claim can be reviewed. Creating this exception notifies Support Services to review and if approved, set up the claim to properly pay the Customer or Service Professional.
  1. Update the status based on the reason
    1. Open: Profile setup needed
    2. In Progress: Paid Invoice
    3. Pending: Pending Estimate/Quote
    4. Follow Up: W-9 or Invoice needed
  2. Enter the appropriate Comment Phrase exactly as shown below in the Exception Comment.