Day 3 Quiz

Create an image depicting a professional environment with people collaborating over Salesforce dashboards and data, showcasing customer service and technology use.

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

11 Questions3 MinutesCreated by AnalyzingData247

Please select the key points when utilizing Salesforce

Change your Password

Escalate issues to Leadership

Save your Password

When do you create a task?

Speaking with Provider

Speaking with Director

Need a follow-up

Action made to complete a case

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

Which of the following is not part of a BI?

Verify Drug Coverage

Verify Prescriber

Verify Specialty Pharmacy

Is an appeal needed?

Day 3 Quiz

Salesforce Fundamentals Quiz

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