CSR - Data & Funding Post Assessment

Reviewed by Editorial Team
The ProProfs editorial team is comprised of experienced subject matter experts. They've collectively created over 10,000 quizzes and lessons, serving over 100 million users. Our team includes in-house content moderators and subject matter experts, as well as a global network of rigorously trained contributors. All adhere to our comprehensive editorial guidelines, ensuring the delivery of high-quality content.
Learn about Our Editorial Process
| By Bthorup
B
Bthorup
Community Contributor
Quizzes Created: 41 | Total Attempts: 28,854
| Attempts: 558
Quiz Flashcard
SettingsSettings
Please wait...
  • 1/10 Questions

    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.

    • Funding Team
    • Data Team
    • Carrier Team
    • AR Help Desk
Please wait...
About This Quiz

The 'CSR - Data & Funding Post Assessment' quiz evaluates knowledge on handling data discrepancies, managing client interactions, and processing funding requirements within a business context. It focuses on practical skills crucial for customer service roles.

Data Management Quizzes & Trivia

Quiz Preview

  • 2. 

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

    • Funding Team

    • Data Team

    • Carrier Team

    • AR Help Desk

    Correct Answer
    A. Funding Team
    Explanation
    The correct answer is Funding Team. The Funding Team is responsible for working with files and information sent or received by the External Funding Departments. They handle the financial aspects of external funding and ensure that all necessary documentation and information is properly managed and processed.

    Rate this question:

  • 3. 

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

    • 10 Business days

    • 7 Business days

    • 5 Business days

    • 11 Business days

    Correct Answer
    A. 5 Business days
    Explanation
    The correct answer is 5 Business days. This means that it takes 5 business days for the Funding Departments to receive and load files that are sent to them.

    Rate this question:

  • 4. 

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

    • Set proper expectations

    • Promise to call them back and not follow through

    • Provide correct information

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

    Correct Answer(s)
    A. Set proper expectations
    A. Provide correct information
    Explanation
    To create a good customer experience, it is important to set proper expectations and provide correct information. By setting proper expectations, customers will have a clear understanding of what to expect, avoiding any potential disappointment or confusion. Providing correct information ensures that customers are well-informed and can make informed decisions. This builds trust and credibility with the customers, enhancing their overall experience.

    Rate this question:

  • 5. 

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

    • Transactions

    • Funding Summary

    • Expense Periods

    • Claims History

    Correct Answer
    A. Claims History
    Explanation
    The Claims History tab under the Funding Amounts tab provides a summary of all the claims made during a specific time period. This tab allows users to view and track the history of claims, including information such as the date of the claim, the amount claimed, and the status of the claim. It helps in monitoring and analyzing the claims made, providing a comprehensive overview of the claim activity for the specified time period.

    Rate this question:

  • 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.

    • Side by Side

    • Must Notify Extend Health

    • Not required to enroll through Extend Health

    • Must enroll through Extend Health

    Correct Answer
    A. Must Notify Extend Health
    Explanation
    The correct answer is "Must Notify Extend Health." This means that the customer is required to inform Extend Health about their current coverage before the deadline in order to access their Health Reimbursement Arrangement (HRA) funds. It does not state that the customer needs to enroll through Extend Health, only that they need to notify them.

    Rate this question:

  • 7. 

    The Transaction Date, under the Contributions transaction heading, on the Funding Amounts tab reflects:

    • When HRA Funds are active

    • The time period HRA are available

    • When Extend Health sent the file to the funding department

    • When the next allocation is scheduled

    Correct Answer
    A. When Extend Health sent the file to the funding department
    Explanation
    The Transaction Date under the Contributions transaction heading on the Funding Amounts tab reflects when Extend Health sent the file to the funding department. This means that the date indicates the time at which the file containing the contributions transactions was sent by Extend Health to the funding department.

    Rate this question:

  • 8. 

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

    • Allocations Schedule

    • Account Settings

    • Qualification requirements

    • Reimbursable expenses

    Correct Answer(s)
    A. Allocations Schedule
    A. Account Settings
    A. Qualification requirements
    A. Reimbursable expenses
    Explanation
    The Funding Guides tab provides information on various topics related to funding. This includes the Allocations Schedule, which outlines the schedule of allocations for funding. Account Settings can also be found under this tab, allowing users to manage their account preferences and settings. Qualification requirements are listed to provide users with the necessary criteria for eligibility for funding. Additionally, the tab includes information on reimbursable expenses, detailing what expenses can be reimbursed through the funding program.

    Rate this question:

  • 9. 

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

    • Is the customer showing Qualified?

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

    • Has their funding been retracted?

    • Has EH received their information from the client?

    Correct Answer(s)
    A. Is the customer showing Qualified?
    A. Have they met the Client eligibility requirements by the specified deadline?
    A. Has their funding been retracted?
    A. Has EH received their information from the client?
    Explanation
    The customer complains about not receiving their funding, so the CSR should check if the customer is showing qualified, if they have met the client eligibility requirements by the specified deadline, if their funding has been retracted, and if EH has received their information from the client. These checks are necessary to identify any potential issues or reasons for the funding delay.

    Rate this question:

  • 10. 

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

    • True

    • False

    Correct Answer
    A. True
    Explanation
    CSRs should always use the Client Guide on EVERY call because there may be important information regarding the Funding Department that is not included in the SSC (System Support Center). This suggests that the Client Guide contains additional information that is necessary for CSRs to effectively assist clients. Therefore, it is important for CSRs to refer to the Client Guide on every call to ensure they have access to all the relevant information.

    Rate this question:

Quiz Review Timeline (Updated): Jan 27, 2023 +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

  • Current Version
  • Jan 27, 2023
    Quiz Edited by
    ProProfs Editorial Team
  • Dec 17, 2013
    Quiz Created by
    Bthorup
Back to Top Back to top
Advertisement
×

Wait!
Here's an interesting quiz for you.

We have other quizzes matching your interest.