Care Xpress Quizziz

Can we take customer payments or apply credits in Care Xpress?

• Yes, in the billing tab.

• In the MMB action tab.

• No, that can only be done in Chudly and MMB.

If we need to send an action from MMB in Care Xpress, will it be necessary to repeat the action in MMB?

• Yes, to ensure it is done.

• No, MMB and Care Xpress are connected, so it will be done automatically.

• Yes, because Care Xpress only checks if the action can be performed but does not apply it.

In which tab can we see the QSP plan of the clients within the CareXpress tool?

• Billing tab

• Diagnostics tab

• View data tab

To help agents send actions correctly, can the Care Xpress tool verify if the action is applicable?

• True

• False

Can we open a customer's invoice content in Care Xpress, if we can, what will be the correct process?

• a. Go to Care Xpress -> Billing -> Summary and History -> billing information -> click on the invoice and then on invoice details.

• b. We still need to use Chudly to view billing details.

• c. Go to Transaction History -> View Invoice.

If we finish an interaction and need to leave a note, where do we go?

• a. Care Xpress -> Incident

• b. Incident at the top right of the screen.

• c. We go to Chudly -> current activity -> additional incident comment.

If a client requests a copy of the contract, where can we do it?

• a. Chudly and MMB

• b. Care Xpress and Chudly.

• c. MMB and Care Xpress.

If we are at Care Xpress and need to update payment information or reinstate a customer's Flexfi, where do we go?

• a. MMB -> Action list -> Add action -> JIUPDT.

• b. Care Xpress -> Action entry tab MMB -> JIUPDT, check customer eligibility and then send the action.

• c. We cannot send an action in Care Xpress.

To send a refund to a customer in Care Xpress, what conditions must be met?

• a. There must be a positive balance to cover a refund, the positive balance cannot come from a satisfaction credit.

• b. A credit must be applied for a refund amount, and we go to the billing tab and then choose refund.

• c. We go to the MMB action entry -> choose refund -> execute filter -> if yes, we send the refund.

If we need to verify work information such as balance and technician notes in Care Xpress, where do we go?

• a. We need to click on View Data -> Job History -> Click on Job -> then Job Summary -> then we can switch between Job billing and Job notes to show details.

• b. We cannot see this information in Care Xpress.

• c. We go to the diagnostics tab -> Job History -> Click on Job -> then Job Summary -> then we can switch between Job billing and Job notes to show details.