Maricopa Community Colleges  AMX223   19936-19994 
Official Course Description:   MCCCD Approval:  04/27/99  
AMX223      19936-19994 L+L 4 Credit(s) 6 Period(s)
Billing Resolution III
Emphasis on performing financial adjustments, handling service establishment accounts, customer service operating procedures, and payment related claims. Practical application of these specialized skills. Prerequisites: AMX122 or Departmental Approval.
 
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MCCCD Official Course Competencies:
 
AMX223   19936-19994 Billing Resolution III
1. Perform financial adjustments. (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. Make the correct assignment of an inquiry case. (III)
6. List the Customer Service operating procedures. (III)
7. Identify foreign charges. (III)
8. Explain when it is appropriate to make a foreign referral. (III)
9. Perform different types of account adjustments. (III)
10. Identify fraud cases. (III)
11. Explain the procedure for fraud referral. (III)
12. Describe the purpose of signed support and itemization. (III)
13. Demonstrate the ability to resolve payment related claims. (IV)
14. Categorize disputes as payment related claims. (IV)
15. Explain the procedure for handling an unidentified payment. (IV)
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MCCCD Official Course Outline:
 
AMX223   19936-19994 Billing Resolution III
    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 to 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 Referrals
              1. Recognizing Foreign Charges
              2. Changing a Case to Foreign
              3. Currency Names
            D. Adjustment Types
              1. Write-Off
                a. Policy
                b. Exceptions
                c. Procedure
              2. Misposts
                a. Record of Charges
                b. Resolution Steps
                c. Special Accounts
              3. On-Line
                a. Fiche Retrieval
                b. Support of Adjustments
              4. Invalid Signature/Switched Cards
                a. Resolution
                b. Hold Statements
              5. Duplicate Billing
                a. Description
                b. Resolution
                c. Not Identified
              6. Charge/Credit Problems
              7. Chargebacks
              8. Temporary Credits
                a. Adjustment Category Codes
                b. Issuance
                c. Multiple Temporary Credits
                d. 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
            G. Bankrupt Establishments
          IV. Payment Related Claims
              A. Disputes
                1. Claims Paid
                2. Types of Remittances
              B. Cashiers Processing Codes
              C. Endorsement Information
              D. Unidentified Payments
              E. Payment Not Located
              F. Payment Posted in Wrong Account
              G. Support of Cashiers Adjustments
              H. Check Lost in Transit
              I. Ordering Payments
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