Unauthorized Claim Review

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 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 Unauthorized Claim 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




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