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Course Completion – Is the End for now? Quiz

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

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

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

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

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  5. 5. In the Agency’s Documents section, you will see in a tabular view all the documents for the entire Agency.

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  6. 6. In the User section, it is displayed a list of the providers linked to the client.

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

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

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

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    you must add the Allowed Credentials and Billing Codes.

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

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

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  12. 12. Who can manage a client?

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

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  14. 14. On Summary tab:

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

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

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  16. 16. Fill the gap:

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

  17. 17. Fill in the blank space

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    On Files section, you can change the view according to Date, , or Size.

  18. 18. Which alerts can you see?

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

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

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  21. 21. How many events can you create per day?

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  22. 22. Which are the sections on the User’s dashboard:

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  23. 23. On Caregivers tab:

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    Caregivers could also be Family members, Legal guardians, Teachers.

  24. 24. Fill the Gap:

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    The email address for our support ticket system is .

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

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  26. 26. On Expiring documents, you can send an SMS to the provider in the four categories.

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  27. 27. On Clients, you can add/remove access to the user.

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  28. 28. In Users Activity section, you can see the latest activity of your users.

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  29. 29. You can only access your agency’s login page directly, by accessing [your agency domain].officepuzzle.com.

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  30. 30. You can reset your password, by accessing app.officepuzzle.com, typing your email, clicking on Continue and choosing Reset password.

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