CHA Flashcard

Front

Where can you find the "Requests for Service" section in the system?

Back

Within the "Appts & RFS" tab (Red Suitcase option)

Front

What icon represents the "Requests for Service" section?

Back

Red suitcase icon

Front

If a "CHA" RFS is not present, what is the first step to create one?

Back

Click on "Create Request for Service"

Front

An agent is calling on a campaign and the member does not answer so the agent leaves a voicemail for the agent to return Arkos Call. Where would you go to leaves notes and input the Documentation for this call?

Back

New Task

Front

Which information is required in the "Notes for Provider" field?

Back

Campaign name and details regarding the services requested

Front

To book a service appointment, which option should you select after opening the "CHA" RFS? Options: "Book Service Appointment", "Schedule Meeting", "Call Supervisor", "Assign Task"

Back

"Book Service Appointment"

Front

When selecting the Appointment Preference, what information must be provided?

Back

Primary language and notification preference

Front

If "Both" is chosen as the notification preference, what additional information is needed?

Back

Member's email and text-capable phone number

Front

What action should be taken after copying the SA-number before scheduling an appointment? Options: Restart the computer, Close the browser, Click the "HERE" hyperlink to open a new window to the Field Service, Create RFS

Back

Click the "HERE" hyperlink to open a new window to the Field Service

Front

What is the first step to locate a Service Appointment (SA) number?

Back

Paste the SA number into the Search Service Appointment search bar.