Client
Caregiver
U2/CRM
CX1
Potpourri
PowerBI/DMC
100

This person's first day providing services triggers the need for a 5-day visit.

Who is the newly assigned DCW?

100

This is where prospective caregivers should be referred to begin the application process.

Where is the CDAZ website or Indeed?

100

This demographic information can be updated in U2 without creating a task in CRM.

What are the email address and phone number?

100

You should be logged into this system, ready to receive calls, from 8:00 am to 5:00 pm.

What is CXOne?

100

This is the minimum number of UniteUS referrals CDAZ needs every month.

What is 30?

100

Power BI is a replacement for this.

What is SSRS/Lynnwood?

200

This is the maximum number of virtual visits that may be completed per calendar year.

What is two? (plus 5 day phone or virtual if first year of services)

200

When on-call and unable to re-staff a future call-off, how should this information be communicated to your coworkers?

What is via email? (coverage scripts are only for staffed shifts)

200

Expiration dates for Caregiver credentials are entered into this field in CRM.

What is the Description box?

200

These three pieces of information can be used to verify a caller before discussing protected information.

What are the member's name, date of birth, or last four digits of their social security number. 

200

This document should always be sent to PCC to ensure caregivers are correctly linked with CDAZ in the AHCCCS database.

What are PTPs (Provider Type Profiles)?

200

DMC is an acronym for this.

What is Direct My Care?
300

Mercy Care, Banner, United Healthcare, SEAGO, and Private Pay are examples of these.

What are insurance plans and programs served by CDAZ?

300

These two credentials, if not completed or renewed prior to their expiration/deadline, require the DCW to be placed on HOLD immediately.

What are CPR/First Aid certification and DCW Testing.

300

This is the correct status to select for a new client when entering their information in U2.

What is "inactive"?

300

This final closing question should be asked prior to ending a call in CXOne.

What is "Is there anything else I can help you with?"

300

This quiz was formerly known as the Bloodborne Pathogens (BBP) quiz.

What is the Annual Safety Training (AST) quiz?

300

The correct website address for DMC is this.

400

Caring for pets, driving the member places, and administering medications are examples of these types of services.

What are excluded services?

400

Excluding same-day requests, which are considered call-offs, Caregiver requests for time off should be entered here.

Where is the "DCW Coverage Needed" spreadsheet?

400
To view your caseload in U2, navigate to the Customer Service tab and complete these steps.

What are search by SC name, select "More Details" button, "Person Type Details" tab, and "Caseload" tab.

400

Members of this group include Emmily, Selena, Juana, Emmy, Michelle, Natalie, Brandi, Nadine and Luzia.

What is Tier 1?

400

DCWs receive holiday pay for regular hours worked for these six holidays.

What are New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, and Christmas Day?

400

This is where a DocuWare cover sheet would be located.

In Power BI under: Where is Caregivers > Cover Sheet tab OR Participants > Cover Sheet tab?

500

This is the allowable window for completing initial 5-day, 30-day, and 90-day visits when services begin.

What is five calendar days?

500

This is the number of supervisory visits per year at which the caregiver is required to be present.

What is two? Initial 90 and annual

500

This is where you would navigate within U2 to view a participant's authorization.

Where is Customer Service tab > Search Participant name > Select Authorizaitons *OR* Authorizations tab > Authorizations > Search Participant name?
500

Unless you are on a call, in a training or in the field, this is what your status in CX1 should be.

What is "Available"?

500

This is the hourly rate CDAZ charges for Private Pay services.

What is $35.00 per hour?

500
This is the only type of time that Caregivers can submit in DMC.

What is Sick time?

600

These are some of the reasons an Incident Report would be completed (minimum four answers required).

What are: Member fall, concerns with caregiver, suspicions of EVV fraud, abuse, neglect, or exploitation?

600

This is the database where DCWs are able to add their information, photograph, and availability to match with clients.

What is the Provider Directory on the CDAZ website?

600

This is the correct course of action if it is discovered that a participant has more than one profile in CRM.

What is create an IT ticket to have the profiles merged?

600

This feature is used to review voicemail messages in CXOne.

What is "CXOne Attendant"?

600
Visit here for the latest CDCN news, updates, birthdays, up-to-date company policies, and more!

What is The Hub?

600

To register a new account on the DMC website, Caregivers are advised to start here.

What is "forgot password"?

700

If a member falls while no caregiver is present/no services are being provided, these three actions should be completed.

What are completing an Incident Report, notifying the Case Manager, and documenting in CRM?

700

These five items are required components of completing a DCW Annual Review.

What are the DCW Annual Review form, CBC Check, CHA, Employee Service Agreement, and Quizzes.

700

A referral is entered into CRM by navigating to this tab and selecting the button labeled "+ New ___"

What is the "Cases" tab?
700
CXOne call evaluations are reviewed with your supervisor during this time.

What is monthly scorecard review with supervisor?

700

Employee Ownership Trust (EOT) Caregiver bonuses will be distributed to caregivers working under these programs.

What are ABT & AWC? FEA is NOT included. 

700

Within Power BI, this is the menu/tab under which Proficiency Trackers are found.

What is DocuSuite?

800

These steps must be followed for appropriate documentation after obtaining electronic or verbal signatures when completing a virtual visit.

What are mailing the form to the member, documenting in CRM that the form was mailed, and scanning the form if it is returned. 

800

This is the date by which all CDAZ caregivers should have completed at least one CBC.

What is October 2026?

800
This tab is used to enter MCO information when creating a new client in U2.

That is the "Participant Insurance" tab?

800

Transferring calls in CXOne must be done using this piece of information. 

What is an extension number?

800

This group welcomes all participants and meets monthly to plan engagement activities.

What is the Entertainment Committee?

800

This is where you can find how frequently a report is updated in Power BI.

What is the Refresh Schedule on the Content tab of the report?

900

A member's Start of Service date is 03/01/2026, and the 5-Day visit was completed on 03/05/2026. A new permanent caregiver begins working with the member on 03/25/2026. This is the next required visit and its due date. 

What is 5-Day visit, due by 03/30/2026? 

900

This is the maximum number of "SICK" hours that a CG can claim per year, and the annual date on which the cap is reset. 

What is 40 hours for ABT/AWC, 24 hours for FEA, and July 1?

900

This is the pay rate for caregivers in Prescott.

What is $17.00 per hour?

900

This tool allows for replay and review of previously recorded calls.

What is "Interactions Hub"?

900

This is the number of days of paid Bereavement Leave available for an ADMIN employee for an Immediate Family Member (spouse/partner, child (bio, step, in-law), or parent (bio, step, in-law).

What is four?

900

The Transaction Log report in Power BI updates how often?

What is once daily?

1000

This is the maximum number of per diem respite hours that can be claimed in one day.

What is sixteen?

(Per Diem can only be worked by one CG and new AHCCCS requirements limit CG to 16 hours per day.)

1000

A DCW's CPR/FA certification expires next week, their auto insurance expires next month, and their DCW Testing was due yesterday. These steps are necessary to ensure compliance with CDAZ Policy.

What are placing the DCW on HOLD, scheduling for DCW Training/Testing, scheduling for CPR/FA class, and requesting updated proof of insurance?

1000

To withdraw a referral in CRM and ensure accurate enrollment reporting, follow these steps.

What are withdraw and close the enrollment case: Enrollment Case Details > enter reason for withdrawal and
Case main page > click "Cancel Case" > set status to "cancelled"? Create Task in CRM to close out Member. deactivate in CRM

1000

This is where scorecard evaluations and quality reviews are housed in CXOne.

What is "My Zone"?

1000

This is the appropriate course of action when caregiver calls to report they have not received their Wisely card and to inquire about the its delivery status.

What is create a Wisely Card task to assign to the Payroll Cash Transactions team for follow up?

1000

To view all time submitted for the past two weeks on their own, Caregivers are advised to do this.

What is access DMC to view the prior week and HHA to view the current week?

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