Instantly changed to 
accountant
FICA claims accountant (steps 3,4,8). Test assigned claims, document approval at claim. Round-robin assigned.
accountantFICA claims accountant (steps 3,4,8). Test assigned claims, document approval at claim. Round-robin assigned.
Claim Pipeline
Review and process assigned claims
|
Claim
|
Step
|
Refund
|
Rep
|
CPA
|
Accountant
|
Agent
|
|---|---|---|---|---|---|---|
| Documentation |
$32,632
No plan
|
Unassigned |
 @oscar |
@accountant |
 @agent
$3,263
|
|
| Lead |
$870
No plan
|
Unassigned |
@oscar |
@accountant |
@agent
$500
|