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Map Quiz
Map Quiz

Company Editor Screen -Locate that section.

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Company Editor Screen -Locate that section.

Map Quiz

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About this activity

This game allows the player to gain practice on the Company Editor Screen by locating key points for setup of the account.

Created by

Teri Training
Teri Training
United States

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Company Editor Screen -Locate that section.
 

Company Editor Screen -Locate that section.Online version

This game allows the player to gain practice on the Company Editor Screen by locating key points for setup of the account.

by Teri Training
1 Where can you find the Save Button? 2 Where is the "Client Since Date" field? 3 Locate this account's address! 4 How many Insured does this account have? 5 Locate this account's Tax ID! 6 Find the Edit Plans Button 7 Where are the Technical Information fields? 8 Clone!? Where is that Clone button? 9 Locate this account's "Contact Numbers". 10 Can you locate the Hold Information area? 11 Where is the Cancel Status section? 12 Where would you find the Invoice Message section?

Explanation

This allows you to save the account after you've made any changes.

This area allows you to locate the date the client first came on board with isolved.

The account's address is in Yuma AZ!

This is called the # of Insured field and is the number isolved bases the service fees off of.

This area is used for billing as well to capture the account's Tax ID Number.

This button allows you to view and update this account's plans and rates as long as they have an active COBRA Premium Collection service.

This area is used by the Implementation team to ensure the services and notices include the proper verbiage and coding.

This button allows the Implementation team copy/paste certain areas of the account setup.

This area allows you to see the account's phone number, fax number, and even a company email address.

This area allows the Implementation Team to place the account on hold during their setup phase.

This is used by the Cancel team to stop the service and list the reason.

This area is used for noting special verbiage on the client's invoices.

 
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