Course Completion – Is the End for now? Quiz

1. Which options are part of the icon drop-down menu?

1

Reset password
My profile
Clients
Banners
Logout

2. The Account Profile subsection details all the agency’s personal information.

1

True
False

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

1

True
False

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

4

whether they can be cloned or not.
the allowed credentials.
the linked events.
the interval.
the language.

5. On Summary tab:

1

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

True
False

6. 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

7. Select which fields can be displayed in Users Activity section:

6

Browser
Brand/Model
Operating System
Client
Device
User

8. Please fill the blank

1

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

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

2

click your user icon and then click on “Logout” at the top right of your screen.
click the “Logout” button in the top panel of the home screen.
click the “Logout” button in the lateral panel of the home screen.
click your user icon and then click on “Logout” at the bottom right of your screen.

10. How many events can you create per day?

1

One per day
As many as you need, as long as an event doesn’t overlap another one.

11. In Payroll section, you will be able to create and find the invoices for every client in the agency.

1

True
False

12. Fill the gap:

1

On Files, the maximum file size to upload is MB.

13. In the Service Plan, Imported Data Tab don’t reflect raw data to be imported into the system.

1

True
False

14. On Clients’ section, you will see the list of all the clients associated with the user.

1

True
False

15. To add insurance to the agency, you must first add it in Payers.

1

True
False

16. In Agency’s Clients, you will see the list of all the clients available for the agency.

1

True
False

17. 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.

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

4

Client
Invoices
Calendar
Users
Announcements
Files

19. On Reports, Range, Provider and Type are the filters applied for the search.

1

True
False

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

1

True
False

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

1

True
False

22. On-Site Data Collection allows providers to collect data while in the field with their clients in real-time.

1

True
False

23. You can change your password from within the application itself.

1

True
False

24. Files is for uploading digital files to the agency.

1

True
False

25. In the Services subsection, when a new one is added or an existing one is modified:

1

you must add the Allowed Credentials and Billing Codes.

True
False

26. You can filter clients by:

4

Inactive
Discharged
Deleted
Active

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

1

True
False

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

2

Unlocked
Ready for Review
Reviewed
Locked

29. On Dashboard, these are the shortcuts you’ve access to:

5

Calendar
Clients
Files
Summary
Avatar
Reports
Manage

30. Fill the Gap:

1

The email address for our support ticket system is .

The Academy