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.
Funding Team
Data Team
Carrier Team
AR Help Desk
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10 Business days
7 Business days
5 Business days
11 Business days
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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.
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Transactions
Funding Summary
Expense Periods
Claims History
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Side by Side
Must Notify Extend Health
Not required to enroll through Extend Health
Must enroll through Extend Health
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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
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Allocations Schedule
Account Settings
Qualification requirements
Reimbursable expenses
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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Has their funding been retracted?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?
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True
False
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Quiz Review Timeline (Updated): Jan 27, 2023 +
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