Day 3 Quiz
Salesforce Fundamentals Quiz
Welcome to the Salesforce Fundamentals Quiz! This quiz is designed to test your knowledge and understanding of key concepts related to using Salesforce effectively.
Topics covered include:
- Task Management
- Benefits Investigation
- Case Types
- Eligibility Procedures
Please select the key points when utilizing Salesforce
Change your Password
Escalate issues to Leadership
Save your Password
A task, "allows users to record, track and solve customer issues..."
True
False
When do you create a task?
Speaking with Provider
Speaking with Director
Need a follow-up
Action made to complete a case
Please select all the case types
Adverse Event
Insurance Communication
ACP Communication
Benefits Investigation
Prior Authorization
Home Health Communication
Copay Assistance
What are the parts of our Benefits Investigation? (select all that apply)
Medical
Pharmacy
Physical Therapy
Home Health
Travel Assistance
How do we obtain eligibility?
Call provider
E1 Check
E2 Check
Call Horizon
Call Insurance Company
What is a Benefits Investigation?
A real time check of the patient’s benefits to determine if services and treatments are covered
A real time check of the patient’s life insurance benefits to determine if services and treatments are covered
A check of the patient’s blood work
A check of a doctor's office medical license
What is the first step in a BI?
Perform E1
Perform E2
Call Insurance Company
Open a BI Case
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