Course Completion – The End? Quiz

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  1. 1. On Reports, right next to the Date, you will see an alert icon that will point you to the status of this event.

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  2. 2. Charts provide immediate access to the behavioral log.

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  3. 3. Which alerts can you see?

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  4. 4. Fill the gap:

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

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

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

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

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

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

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

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  11. 11. Which items are shown in the Top bar?

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  12. 12. Please fill the blank

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

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

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

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

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  16. 16. On Address tab:

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

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

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  18. 18. On Summary tab:

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

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

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

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

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

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

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

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

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  26. 26. Who can manage a client?

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

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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. How many events can you create per day?

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  30. 30. Announcements’ section contains the list of all the announcements sent by the platform to the providers.

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