CP3/CP4
This is what "CP" stands for?
What is ClaimsPay.
The Master Portal would only include this type of caller.
What is a Vendor?
This field should be updated when an Adjuster calls in and has an existing contact.
What is Contact Name.
If the Vendor/Provider is having issues logging into the Portal this is what they would select.
What is Request Link?
This is the most common tab to search for a payment in CP3 and CP4.
What is the Payment Master?
This is what is used to search for Vendors/Providers in the Master Portal.
What is the TIN?
This is what is entered in the Vendor Name (text) field.
What is Business Name?
This will be initiated once the Vendor/Provider has successfully entered their business information to provide a second layer of security.
What is two-factor authentication?
This should be confirmed if a contact requests a paper check.
What is the mailing address in CP3?
You would select this when you are changing the payment method in the Master Portal.
What is "Create"?
This will be created once the case has been created and saved in Salesforce.
What is the Case Number?
This is where all carrier logos who issue payments through One Inc will appear.
What is the Global Carrier Homepage?
This is stated next to the email address showing the pick-up link was successful.
What is "signed"?
These are the only options you can choose to change a payment method within the Master Portal.
What is an PCHK and VCC?
This is what we update based on the type of caller.
What is Contact Persona?
This is the best search feature under the payments tab, when a Vendor/Provider is trying to locate the details of the payment.
What is "Search/Advanced Payments"?
This unique number in CP3 is required to document in all cases regarding a payment.
What is the Payment ID?
If a Vendor/Provider needed to enroll into the Provider Portal for the first time, this would be what they have received from One Inc.
What is the QR Code?
This is considered the Account Name.
What is the Insurance Carrier?
These two documents are needed when a Vendor/Provider wants to setup for EFT/ACH.
What is W9 and a voided check?