Course Completion – The End? Quiz

Please sign up for the course before taking this quiz.
  1. 1. Depending on your role in the Agency (user or administrator) you will see a list of all your accesses.

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  2. 2. You can view the Invoices organized by:

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  3. 3. Which days can you contact us through Chat?

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

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  5. 5. Is there a mobile version of the platform?

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

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  7. 7. Please fill the blank

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

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

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    You will find the several boxes:

  9. 9. Fill the Gap:

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    The email address for our support ticket system is .

  10. 10. The Report alerts are Success, Warning and Error.

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  11. 11. The allowed File types are:

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  12. 12. Which alerts can you see?

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  13. 13. Choose the correct filters on Reports section:

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

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

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  16. 16. In Datasheets, for days when there is no event, they will appear greyed out.

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

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

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

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  20. 20. Which user roles can mark the documents as Reviewed?

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  21. 21. On Credentials subsection, you can view and modify the assigned credentials.

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

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

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

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  25. 25. You can filter clients by:

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  26. 26. What sections are available in the Client’s dashboard?

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

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  28. 28. 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.

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  29. 29. On Address tab:

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

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

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