SS-Claim Credit Review: Creating Exception

SS-Claim Credit Review: Creating Exception

The SS-Claim Credit Review Exception is created when a claim credit is accepted by the customer. Creating this exception notifies Support Services that the claim is ready to be reviewed and approved to properly pay the customer.
  1. Create the exception in an Open status.
  2. Enter the appropriate Comment exactly as shown below into the Exception Comment.

    Reason

    Exception Comment

    Out of Network SP Reimbursement Request

    OUTNTWRKFRR

    Claim Credit review for HVAC jobs

    HVAC

    Claim Credit Accepted

    CCA

    Claim Credit review for Cap Limit

    CAP

    Claim Credit review for Water Heater jobs

    HWH

  3. Enter all required information into the Service Job Comment using the below Note Template:
    1. CLAIM CREDIT ACCEPTED:
      <Customer Name> declines the replacement <item> - he/she accepted the claim credit in the amount of $<amount>.

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