Course Completion – The End? Quiz Please sign up for the course before taking this quiz. 1. You can only access your agency’s login page directly, by accessing [your agency domain].officepuzzle.com.1 True False 2. On Rates, you should modify/configure the rates for this user.1 True False 3. What kind of notifications can you receive?4 Birthdays (for your clients and users you work with) Documents UNLOCKED (for you to mark then as READY FOR REVIEW) Required documents Documents READY FOR REVIEW (for you to mark them as REVIEWED) None of them. 4. Select the options you can see at Agency’s subsection:4 Client Invoices Calendar Users Announcements Files 5. Within the Events subsection, you can configure:4 whether it requires signature or not whether it is billable or not. whether it allows overlapping or not. the billing codes allowed. the allowed sub-events. the days allowed. whether auto-completion is allowed or not. the lead and lag times. the maximum duration per customer, per supplier and per event. 6. In Agency’s Clients, you will see the list of all the clients available for the agency.1 True False 7. On Reports, right next to the Date, you will see an alert icon that will point you to the status of this event.1 True False 8. When creating a new invoice, in the General tab, you must select:5 Date Provider Currency Rate Status 9. In the Agency’s Documents section, you will see in a tabular view all the documents for the entire Agency.1 True False 10. Who can manage a client?1 Only Administrators. Any user associated with the client. Only the caregiver. 11. Which days can you contact us through Chat?5 Monday Tuesday Wednesday Thursday Friday Saturday Sunday 12. Fill the gap:1 On Files, the maximum file size to upload is MB. 13. On Dashboard, these are the shortcuts you’ve access to:5 Calendar Clients Files Summary Avatar Reports Manage 14. On Address tab:1 You can add a new address, by simply click the New address button. True False 15. An expiring or expired document will trigger an email notification once per week and will show the expiring/expired document in the user’s notifications.1 True False 16. What are the available statuses for the documents?4 Pending Missing Delivered Ignored Locked 17. In the Credentials subsection, when adding or modifying one of them, you must type:4 Short Name Organization name Allowed billing codes User 18. Select which fields can be displayed in Users Activity section:6 Browser Brand/Model Operating System Client Device User 19. All unanswered conversations received are automatically converted into tickets.1 True False 20. You can reset your password, by accessing app.officepuzzle.com, typing your email, clicking on Continue and choosing Reset password.1 True False 21. In both the Clinical Documents and Human Resources Documents subsection, you can set the default status, position, and description.1 True False 22. Choose the correct filters on Reports section:3 Range Provider Type Client 23. On Expiring documents, you can send an SMS to the provider in the four categories.1 True False 24. Each document need to have an Issued Date and Expiration date.1 True False 25. Announcements’ section contains the list of all the announcements sent by the platform to the providers.1 True False 26. You will be able to see the invoice number, amount, and status.1 True False 27. What sections are available in the Client’s dashboard?1 Summary and Shortcuts Avatar, Summary, Shortcuts Calendar, Documents, Data, Charts, Required Documents, Reports, Service Plans, Users, Files and Manage 28. In Payroll section, you will be able to create and find the invoices for every client in the agency.1 True False 29. On Agency’s Required documents you will see all the human resources required documents by the agency.1 True False 30. On Clients’ section, you will see the list of all the clients associated with the user.1 True False Back to: Course Completion – The End?
