Maricopa Community Colleges  AMX126   19936-19994 
Official Course Description:   MCCCD Approval:  04/27/99  
AMX126      19936-19994 L+L 2 Credit(s) 4 Period(s)
Billing Inquiries
Emphasis on performing financial adjustments, handling service establishment accounts, and customer service operating procedures. Practical application of these specialized skills. Prerequisites: AMX122.
 
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MCCCD Official Course Competencies:
 
AMX126   19936-19994 Billing Inquiries
1. Describe types of financial adjustments and perform adjustments to cardmember accounts. (I)
2. Formulate the appropriate resolution letter for a financial adjustment. (I)
3. Identify the need for a telephone contact in a billing dispute. (I)
4. List the different records of service establishment accounts. (II)
5. Describe the types of contacts made with service establishment accounts. (II)
6. Make the correct assignment of an inquiry case. (III)
7. List the Customer Service operating procedures. (III)
8. Identify foreign charges. (III)
9. Explain when it is appropriate to make a foreign referral. (III)
10. Perform different types of account adjustments. (III)
11. Identify fraud cases. (III)
12. Explain the procedure for fraud referral. (III)
13. Describe the purpose of signed support and itemization. (III)
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MCCCD Official Course Outline:
 
AMX126   19936-19994 Billing Inquiries
    I. Financial Adjustments
        A. Types of Adjustments
          1. Cardmember to Ledger
          2. Cardmember to Cardmember
          3. Cardmember to Service Establishment
          4. Ledger to Ledger
          5. Service Establishment to Ledger
          6. Credit Balance Refund
        B. Computer Use
        C. Notification of Cardmember
          1. Resolution Letters to Cardmember and Service Establishment
            a. Pattern Paragraphs
            b. Fill-ins
            c. Enclosures
            d. Copies
            e. Freeform
          2. Telephone Contact
          3. General Information
      II. Service Establishment Accounts
          A. Records
            1. Account Number
            2. Geographical Location
            3. Types of Establishments
          B. Customer Service Inquiry
          C. Types of Contacts
            1. Oil Charges
            2. Lodging/Assured Reservation
            3. Auto Rental/Leasing
            4. Retail
            5. General Contacts
        III. Customer Service Operating Procedures
            A. Inquiry Case Assignment
              1. Claims Unit
              2. Specialty Identifications
              3. Express Inquiry
              4. Front End Identification
              5. Special Handling
            B. Billing Inquiry Analysis
            C. Foreign Charges and Referrals
            D. Adjustment Types
              1. Write-off
                a. Policy
                b. Exceptions
                c. Procedure
              2. Misposts
                a. Record of Charges
                b. Resolution Steps
                c. Optima Accounts
              3. Invalid Signature/Switched Cards
                a. Resolution
                b. Hold Statements
              4. Duplicate Billing
                a. Description
                b. Resolution
                c. Not Identified
              5. Charge/Credit Problems
              6. Chargebacks
              7. Temporary Credits
                a. Adjustment Category Codes
                b. Issuance
                c. Multiple Temporary Credits
              8. Temporary Credit Reversals
            E. Fraud Referrals
              1. Identifying Fraud
              2. Existing Case Routing
              3. Open Fraud
            F. Signed Support and Itemization
              1. Charge Forms
              2. Common Disputes
              3. Charges Older than One Year
              4. Resolution Steps
              5. Generating a Service Establishment Contact
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