3. Start Work with the Case
Overview
The process of starting work on a case ensures that agents systematically review and familiarize themselves with the case details before proceeding with further actions. This step marks the official beginning of case handling and ensures all necessary information is considered.
Action to Do
Initiate Work
Navigate to the Case View in the system.
Press the "Start" button to begin working on the case.
The system automatically assigns the case to the agent if it was previously unassigned.
Preliminary Review
Assess the claim details and overall case information.
Identify key points, potential issues, or missing data.
Familiarization with Documentation
Review all relevant documents, attachments, and history associated with the case.
Verify the completeness and accuracy of provided information.
If necessary, request additional documentation or clarification.
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