Client
Caregiver
U2/CRM
CX1
Potpurri
PowerBI/DMC
100

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

Who is the new DCW?

100

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.

100
This tab is used to enter MCO information when creating a new client in U2.

That is the "Participant Insurance" tab?

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 hourly rate CDAZ charges for Private Pay services.

What is $35.00 per hour?

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?

200

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

What is via email?

200

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

What are the email address and phone number?

200

This should be done before discussing protected health information (PHI) to a caller.

What is caller verification?

200

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?

200

DMC is an acronym for this.

What is Direct My Care?
300

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

What are excluded services?

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

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. 

300

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)?

300

The correct website address for DMC is this.

400

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

What is five calendar days?

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

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

What is the Annual Safety Training (AST) quiz?

400

This is where a DocuWare cover sheet would be located.

Where is Caregivers > Cover Sheet tab OR Participants > Cover Sheet tab?

500

The caregiver is required to be present for these two home visits.

What are the Initial 90-Day and Annual visits?

500

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

Where is the CDAZ website or Indeed?

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

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?"

500

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

What is 30?

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

What is Sick time?

600

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. 

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

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? 

700

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

What is October 2026?

700

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

What is the "Cases" tab?
700

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"?

700

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

What are ABT & AWC?

700

Within Power BI, this is the Functional Area (menu) under which Proficiency Trackers are housed.

What is DocuSuite?

800

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

What are insurance plans and programs served by CDAZ?

800

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

What is two?

800

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

What is the Description box?

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

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?

900

If a member falls and twists their ankle 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?

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

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"?

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

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?

1000

When notified of an unexpected event involving a client, the Service Coordinator follows this process to gather and report the details of the occurrence to the appropriate parties. 

What is the Incident Reporting process?

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

This is the pay rate for caregivers in Prescott.

What is $17.00 per hour?

1000

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

What is "My Zone"?

1000

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?

1000

The Transaction Log report in Power BI updates how often?

What is once daily?