Course Completion – The End? Quiz

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

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

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

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

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

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

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

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

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  9. 9. Fill the gap:

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

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

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  11. 11. You can add comments to every datasheet.

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

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

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  14. 14. In the Credentials subsection, when adding or modifying one of them, you must type:

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  15. 15. The allowed File types are:

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  16. 16. Which information is required for each Prior Authorization?

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

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  18. 18. On Address tab:

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

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

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  20. 20. All unanswered conversations received are automatically converted into tickets.

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  21. 21. What are the available statuses for Appointment notes:

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

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  23. 23. Which of the following categories can be added to the service plan:

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  24. 24. Fill in the blank space

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

  25. 25. On Reports, which filters can you use?

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

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  27. 27. Please fill the blank

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

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

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

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

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