CMEA Admin
The four Activity Record wizards.
Hint: not just a button click ,an actual wizard that takes you through multiple steps.
What are Escalation Wizard, Request for Information Wizard, Approve Application Wizard, and Deny Application Wizard.
One of the six sortable columns on a customer's CME Provider Dashboard.
What is:
Activity Name
Begin Date
End Date
Provider
Status
The 4 credit application pathways
What are Simple, Advanced, ALSO/BLSO, and AAFP?
The two systems used to manage account (individual and organization) records.
What are Fonteva and Salesforce?
The date of the first Credit System communication to all application submitters on the new system.
What is October 1, 2019?
The page you would access to transfer an application from one individual/organization to another.
What is Activities?
The column that houses the hyperlink for "Under Audit" or "Awaiting Information" for a customer to upload documentation.
What is the "Status" column?
The name of the page where a customer will access their invoices or edit various fields.
What is Activity Summary?
Checking this box in Salesforce/Fonteva prevents a customer from applying for credit.
What is the "On hold provider" checkbox.
Where you will manage your personal queues.
What is PowerBI reports?
The two manual changes that must be made associated with the Request for Information wizard.
Hint: one happens with initial request
one happens when you have received the information and are ready to process the application.
What are status change and clearing customer status notes.
Two of the Five resources located at the bottom of the CME Provider Dashboard page.
What are:
Activity Worksheets
Decision Tree
FAQ Page
How-To Video Tutorials
Pending Credit Statement
The statuses in which an email is generated to the CME credit inbox when a customer uploads a file.
What are Approved, Denied, Awaiting Information, and Under Review.
This will be added to individual accounts that are no longer associated with an organization to terminate the relationship.
What is a relationship end date?
This manual change must happen to a PICME session included on a blended activity application.
What is extending the PICME session end dates to 2 years.
During troubleshooting, how you would see what a customer is seeing in their credit application.
The reason a customer would not see the "Begin New Application" button on their dashboard.
What is their account is on hold and they cannot apply for credit.
The two credit application pages, and the correct answers, that a customer must select to be eligible for Prescribed credit.
1. Member Involvement: yes
2. Audience: FP (at least) as primary
The "relationship type" associated with an organization account for organizations that apply for CME credit.
What is a "Credit System Provider ?"
The three AAFP-only pages an AAFP customer can edit post-submission at any time.
What are Availability, Activity Educational Plan, and AMA Requirements?
The 4 sections(activity and session record pages) that are not editable by staff in Admin.
What are Additional Information, Session Location, Core Competencies, and Learner Engagement.
The reason "Owner" is one of the columns on a customer's provider dashboard.
What is an individual can only see applications in which they are the owner.
The only fields a customer can select "other" as an answer option.
What are:
1. Audience
2. Needs Assessment
3. Learner Engagement
4. Outcome Methods
How are new individuals associated with an organization?
What is, via the "New" button to add a relationship.
The process for following up on an application after information has been requested.
What is, after requesting info:
1. the age resets
2. The activity is assigned to the reviewer
3. the reviewer monitors the age and, once it hits 30 biz days, the reviewer follows-up again, and so on and so forth until the application is canceled.