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Course Completion – Is the End for now? Quiz

  1. 1. On Agency’s Users, the filters for providers are:

    4

  2. 2. Select the categories displayed in Agency’s Expiring Documents:

    4

  3. 3. How many service plans of the same type can be created on the platform?

    1

  4. 4. To log out of your account or switch accounts:

    2

  5. 5. Choose the available statuses for the Service log:

    4

  6. 6. Which Status will prevent the document from being modified?

    2

  7. 7. What are the filters that can be applied for the search on Client’s Documents?

    4

  8. 8. Select the options you can see at Agency’s subsection:

    4

  9. 9. On Charts, which of the filters are shown, but not limited to:

    3

  10. 10. How can you see the documents for other providers other than yourself?

    2

  11. 11. Depending on your role in the Agency (user or administrator) you will see a list of all your accesses.

    1

  12. 12. When adding a new claim, in the Configuration tab,

    5

    You will find the several boxes:

  13. 13. On Client Documents, select the search filters:

    1

  14. 14. On Summary tab:

    1

    You can switch between Personal and Professional by clicking on each individual tab.

  15. 15. What is the default status for all Documents?

    2

  16. 16. 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

  17. 17. When creating a new invoice, in the General tab, you must select:

    5

  18. 18. Within the Template Documents subsection, you can configure:

    4

  19. 19. What are the available statuses for the documents?

    4

  20. 20. You can review our Blog by reaching https://www.officepuzzle.com/blog/

    1

  21. 21. On Reports, which filters can you use?

    3

  22. 22. All unanswered conversations received are automatically converted into tickets.

    1

  23. 23. On Rates, you should modify/configure the rates for this user.

    1

  24. 24. In Datasheets, the initials of the person won’t appear automatically at the end of the day.

    1

  25. 25. In Agency’s Invoices section, you will find the agency’s invoices.

    1

  26. 26. Please fill the blank

    1

    On User's Calendar, the default view for desktop is .

  27. 27. To reset your password, you need to navigate to your agency’s login screen and click on the “Can’t log in” label at the bottom of the form.

    1

  28. 28. In Administrators’ section, you can add and remove the administrators of the agency.

    1

  29. 29. You will be able to see the invoice number, amount, and status.

    1

  30. 30. The agency dashboard is a collection of shortcuts that allow you to access different sections.

    1