Assign resolve or escalate a payment case

Steps

1. Open Payments Intelligence and the case-detail view, then choose Select Case.

2. Review the case evidence, provider/source, amounts, variance and prior actions.

3. Choose the appropriate Action: resolve, assign, ignore, escalate or mark matched. For assignment, search and choose the owner or unassigned state.

4. Enter a supporting Note and choose Save action.

5. Confirm the refreshed case and timeline. Matching or resolving a case must follow the reviewed payment/settlement evidence.