CSR - Data & Funding Post Assessment

10 Questions | Total Attempts: 415

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CSR Quizzes & Trivia

Questions and Answers
  • 1. 
    When the information is NOT in the SSC or incorrect in the SSC, the incident is sent to the __________ team. They work directly with the Client.
    • A. 

      Funding Team

    • B. 

      Data Team

    • C. 

      Carrier Team

    • D. 

      AR Help Desk

  • 2. 
    The ________________ Team works with files/information sent/received to our External Funding Departments.
    • A. 

      Funding Team

    • B. 

      Data Team

    • C. 

      Carrier Team

    • D. 

      AR Help Desk

  • 3. 
    How long does it take from the timestamp for the Funding Departments to receive and load files we send them?
    • A. 

      10 Business days

    • B. 

      7 Business days

    • C. 

      5 Business days

    • D. 

      11 Business days

  • 4. 
    In order to create a good customer experience it is important to (select all that applies):
    • A. 

      Set proper expectations

    • B. 

      Promise to call them back and not follow through

    • C. 

      Provide correct information

    • D. 

      Transfer to another CSR because you do not know the answer and you do not want to bother with finding it out.

  • 5. 
    Under the Funding Amounts tab, the ____________________ Tab shows the claim summary for a specific time period.
    • A. 

      Transactions

    • B. 

      Funding Summary

    • C. 

      Expense Periods

    • D. 

      Claims History

  • 6. 
    This Funding Requirement requires the customer to contact EH with information about their current coverage before the deadline in order to access their HRA funds.
    • A. 

      Side by Side

    • B. 

      Must Notify Extend Health

    • C. 

      Not required to enroll through Extend Health

    • D. 

      Must enroll through Extend Health

  • 7. 
    The Transaction Date, under the Contributions transaction heading, on the Funding Amounts tab reflects:
    • A. 

      When HRA Funds are active

    • B. 

      The time period HRA are available

    • C. 

      When Extend Health sent the file to the funding department

    • D. 

      When the next allocation is scheduled

  • 8. 
    The following can be found under the Funding Guides tab: (Select all that applies)
    • A. 

      Allocations Schedule

    • B. 

      Account Settings

    • C. 

      Qualification requirements

    • D. 

      Reimbursable expenses

  • 9. 
    A customer complains that they have not received their funding, the CSR should check: (Select all that applies)
    • A. 

      Is the customer showing Qualified?

    • B. 

      Have they met the Client eligibility requirements by the specified deadline?

    • C. 

      Has their funding been retracted?

    • D. 

      Has EH received their information from the client?

  • 10. 
    CSRs should always use the Client Guide on EVERY call, since some Funding Department information does not appear in the SSC.
    • A. 

      True

    • B. 

      False

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