The Academy

0 of 90 lessons complete (0%)
Back to lesson

Course Completion – Is the End for now? Quiz

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

    1
  2. 2. On Address tab:

    1

    You can add a new address, by simply click the New address button.

  3. 3. You can filter clients by:

    4
  4. 4. In Billing Claims section, you will be able to create and find the claims for every client in the agency.

    1
  5. 5. Each document need to have an Issued Date and Expiration date.

    1
  6. 6. The Report alerts are Success, Warning and Error.

    1
  7. 7. When adding a new claim, in the Configuration tab,

    5

    You will find the several boxes:

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

    1
  9. 9. How many service plans of the same type can be created on the platform?

    1
  10. 10. Which events can you see on the User’s Calendar?

    1
  11. 11. You will be able to see the invoice number, amount, and status.

    1
  12. 12. Fill the gap:

    1

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

  13. 13. 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
  14. 14. Fill the gap:

    1

    You can use Announcements to communicate effectively with your users by sending mass announcements.

  15. 15. Through Chat, you can reach us from 9:00 AM to 5:00 PM.

    1
  16. 16. On Summary tab:

    1

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

  17. 17. Which of these options are valid for Administrators?

    3
  18. 18. Within the Events subsection, you can configure:

    4
  19. 19. Which alerts can you see?

    3
  20. 20. To add Banners, we recommend that the size be:

    1
  21. 21. On Rates, you should modify/configure the rates for this user.

    1
  22. 22. In the Location subsection, you can configure and modify:

    4
  23. 23. You can review our Blog by reaching https://www.officepuzzle.com/blog/

    1
  24. 24. Choose which of the these statuses are available for required documents:

    4
  25. 25. How many views are available in the Calendar for the users and clients?

    1
  26. 26. Select the categories displayed in Agency’s Expiring Documents:

    4
  27. 27. On Agency’s Users, the filters for providers are:

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

    2
  29. 29. On Reports, which filters can you use?

    3
  30. 30. Choose the correct filters on Reports section:

    3