SS-Owner Co Claim Review: Creating Exception

SS-Owner Co Claim Review: Creating 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 Provider.
  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 exactly as shown below in the Exception Comment .

    Reason

    Exception Comment

    Pre-Authorized Paid Invoice: In Progress

    PRE-AUTH

    W-9 or Invoice needed: Follow up

    ADDTNL PPWK

    Profile Setup Needed : Open

    PROFILE SETUP

    Pending Estimate: Pending

    PNDG EST

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