Call Back: Creating Exception

Call Back: Creating Exception

The Call Back Exception is created when a Customer Service agent has an escalated call and a Supervisor/Case Management is not available OR the customer cannot wait and requests a call back.
The agent should first approach a Supervisor to assist or take the call in real time before creating the exception.
Arise ONLY: May create a CB-Client exception for specific scenarios. All Others will create the Call Back exception.
  1. Create the Call Back exception in an Open status.
  2. Enter the appropriate Comment exactly as shown below in the Exception Comment .

    Reason

    Exception Comment

    BBB: Customer has threatened or has advised they have an open BBB claim.

    BBB

    Billing Dispute: Customer escalation due to billing issues.

    BILL DISP

    Claim Credit Dispute: Customer escalation over the timeliness or claim credit amount.

    CLAIM CREDIT DISP

    Claim Denial: Customer escalation over job being denied or reason for denial.

    CLM DNL

    Deductible Dispute: Customer escalation due to deductible or deductible overpayment.

    DED DISP

    Legal Escalation: Customer has threatened or indicated they have retained an attorney.

    LEGAL

    Non-Covered Charge Dispute: Customer escalation due to the calculation or amount of non-covered charges.

    NC CHARGE

    Options Dispute: Customer escalation due to terms or specific items related to options communication.

    OPTION DISP

    Out of Network Provider Dispute: Customer escalation due to inability or willingness to find an out of network provider.

    OUT OF NTWRK SP DISP

    Parts Delay: Customer escalation due to the amount of time parts are taking to be received.

    PARTS DELAY

    Property Damage: Customer escalation due to damage done to their home caused by failure or tech.

    PRTY DMG

    Purchasing Delay: Customer escalation regarding time between when order was submitted to purchasing or time on backorder.

    PURCHASING DELAY

    Reassignments: Customer escalation due to reassignment of their request.

    REASSIGN

    Repair/Replace: Customer is disputing the repair vs. replacement decision.

    REPAIR REPL

    Replacement Dispute: Customer escalation due to replacement being offered.

    REPL DISPUTE

    Research Delay: Customer escalation due to delay in research locating parts.

    RESEARCH DELAY

    Second Opinion Request: Customer is insisting on a second opinion due to job being denied.

    SEC OPN DISP

    Scheduling Delays/Dispatch: Customer escalation due to timeframe locating service provider.

    SERVICE DELAY

    Social Media: customer has threatened or indicated they have engaged their complaint on social media.

    SOCIAL MEDIA

    Service Provider Conduct: Customer escalation due to the service providers conduct.

    SP CONDUCT

    Service Provider Delay: Customer escalation due to service provider taking to long to complete work.

    SP DELAY

    Service Provider Unresponsive: Customer escalation due to not being able to reach service provider.

    SP UNRESPONSIVE

    Unauthorized Work: Customer escalation due to our denial of unauthorized work.

    UNAUTH WORK

  3. Enter a Service Job Comment explaining the reason for the call back.
Exception Type:


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