This is special about the Setup Team and new client relationship
What is the Setup Team is the client's first contact with Synergy. They get to work with the clients and answer questions.
100
This team ensures that bills are processed correctly and investigates bills that are sufficiently unusual and cause concern.
What is Exceptions
100
You need to log in under this in Light Saber when processing Transition bills
What is Transition Log in
100
Online, Phone, EDI, and Check are ________ for Funding
What is payment options
100
Synergy Managers are assigned a __________ of communities in which they research and answer questions and concerns for.
What is a portfolio
200
They act as the bridge between the client and the provider to get accounts switched into the new owner's name
Who is the Owner Conversion Specialist
200
The team that QC's all the vacant occupied bills that pass through UP.
What is Vacant Recovery (VQC)
200
When a bill does not arrive in our office when expected it is considered what?
What is Missing Bills
200
Describe where Funding fits in the Synergy Workflow
What is near the end. They are the final QC and get accounts in the PAID status.
200
You can find a Synergy Manager using two programs to accomplish most of their tasks. What two programs are they?
What is YODA (acc/setup) and EWOK
300
Name at least two things the Setup team has to enter for an account to be processable
What are account numbers, meters, multipliers, service addresses, utilities, etc
300
Audit QC's all of these type of bills that come through processing.
What is Vacant Occupied
300
The program that is used most by the Harvest team. It has specific tabs for each of their tasks.
What is Synergy System Health
300
Methods of resolution vary for every cause for BCF's. True or False?
What is True
300
Synergy Managers are the ___________ for our clients
What is Main Point of Contact
400
During initial setup, we ask the client to fill out 2 basic setup documents and provide bill images for each of these
What are common area accounts
400
This team sends dispositioned bills back to the clients.
What is Provider Correspondence
400
Describe where the Harvest team fits into the Synergy Workflow
What is at the beginning..starts off the flow by transitioning new accounts and harvesting bills to be processed
400
Once a bill is deleted, information about the deleted bill must be entered into the ____________
What is Deleted Bills Tracker.
400
Describe where Synergy Managers fit in the Synergy Work Flow
What is Oversee the work flow...at the beginning as well with setting accounts up after Live Date..etc
500
The two teams that takeover accounts after a live date is set?
What is Synergy Managers and Harvest
500
Name an exception and why it's important for this team to research it.
Multiple answers
500
Name the 4 main tasks of the Harvest Team
What is E-bill Harvesting, Missing Bills, Missing Images & Scanning, and Transition
500
Funding is the ________ QC for all processing errors, especially if they are entered for the wrong amount, wrong account, or wrong provider.
What is Final
500
The client comes to a Synergy Manager with the concern that their usage looks too high and they feel they overpaid. What department will Synergy Managers work with to research and address this concern?