5/1/25, 11:59 AM
PCNX New User Onboarding Post Test
PCNX New User Onboarding Post Test
Points: 17/20
1. Name *
Ashley Carbajal
2. Organization *
Via Avanta Didi Hirsch
3. Email *
acarbajal@didihirsch.org
Correct
1/1 Points
4. The All Doc/Chart View is the recommended view to see a patients general
information and access most of the forms that will be needed throughout
treatment. *
True
False
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PCNX New User Onboarding Post Test
Incorrect
0/1 Points
5. When submitting a Service Authorization Request for FY 23/24, which field is
required to select to show the level of care being requested? *
Benefit Plan
Authorization Grouping
Feedback:
This is no longer used for FY 23/24 and beyond. Authorization grouping is only used for
previous auth requests.
Funding Source
Procedure Code Type
Correct
1/1 Points
6. The new Progress Note form can be used to document which of the following
(Choose the best answer): *
Individual Counseling
Group Counseling
Family Therapy
No Shows
Medication services
Collateral Services
All of the above and any other clinical encounter. The form is used to document all
patient encounters.
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PCNX New User Onboarding Post Test
Correct
1/1 Points
7. Files attached to Provider File Attach can only be viewed from screens that have
the Provider File Attach widget and widget viewer, such as the Client Dashboard. *
True
False
Correct
1/1 Points
8. Supplemental services or Add-On services, which are services that occur within the
primary service, are documented on the Progress Note using the Supplemental
Services section of the note *
True
False
Correct
1/1 Points
9. Which is the best option when needing to walk away from your computer, but are
still working on a note? *
Leave the computer open since you will only be gone for a minute and you don't want to
lose your work.
Sign out completely.
Use the lock function in PCNX and lock the computer . You can log back in when you
return to finish your note.
Feedback:
PCNX uses autosave functionality on all forms with a draft and final option. When you re‐
turn to your note, it will still be available.
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PCNX New User Onboarding Post Test
Correct
1/1 Points
10. Which of these statements is True *
My To Do's lists all of my clinical documents still in draft and Note to Self are private
notes that I write and no one else can see.
Note to Self lists all of my clinical documents still in draft and My To Do's are private notes
that I write and no one else can see.
Correct
1/1 Points
11. PCNX is the updated version of Sage and replaces the previous
ProviderConnect/Sage site. *
True
False
Correct
1/1 Points
12. Which report can be used to show a list of all Progress Note forms entered in
PCNX within a specific time frame, and can be filtered by draft/final status,
program address or performing provider? *
Miscellaneous Note Report
Progress Note Report
Progress Note Status Report
Provider Activity Report
Correct
1/1 Points
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13. Users can update any patient demographic information, including the social
security and date of birth of a patient. What do users need to consider before
updating that information? Select all that apply *
Since information can be changed easily, there is no issue with updating as many times as
needed.
The demographic information is not agency specific and is shared across all provider
episodes for that patient. Errors will effect other providers information.
Updating the social security, date of birth and gender will automatically update the fi‐
nancial eligibility information. Therefore incorrect information can cause billing
denials.
Before updating any demographic information, providers should verify via legal docu‐
mentation, such as identification card/driver's license, social security card, Medi-Cal
card, that the information is correct.
Incorrect
0/1 Points
14. My Favorites can be used for what? *
To add your most frequently used patients to easily access their charts.
To add your most frequently used forms and reports for easy access.
To select your most visited Views in PCNX.
Correct
1/1 Points
15. The All Doc/Chart view allows all users to edit any form listed, even if the user role
restricts access to that form. *
True, because it is on the list of available forms, anyone can edit the form.
False, all forms listed can be viewed, but only user roles with permission to access the
form are able to edit the form. It is read only for those who do not have permission.
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PCNX New User Onboarding Post Test
Correct
1/1 Points
16. Each user will have all the same forms and access regardless of the user role they
are assigned. *
True
False
Feedback:
The user role you are assigned will dictate which forms, reports, and views a user can ac‐
cess. It is different for each user role.
Correct
1/1 Points
17. Which of these statements is true regarding the autosave feature? *
It saves any form you are working on in Sage in one minute intervals.
It only saves forms with Draft and Final options in two minute intervals and automati‐
cally retrieves the form when you log back in and access the same form if you did not
save the form before logging out.
Feedback:
Autosave begins saving after 2 minutes and continues to resave every 2 minutes until the
form is exited or saved.
To retrieve forms that were autosaved, users must use the Retrieve Autosaved Documents
form.
Incorrect
0/1 Points
18. The "What can I help you find?" search bar can be used to search which of the
following (select all that apply) *
Patients
Forms
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Reports
Staff names
None of the above
Correct
1/1 Points
19. Which of the following best describes what a Widget is in PCNX? *
A widget is a form in PCNX only for admin users to view data.
A widget is a dynamic data interface that shows limited real-time data for quick access
to information.
A widget is something that PCNX uses to connect to your mobile device.
Correct
1/1 Points
20. Which of these views is standard for all users *
Clinical Only
Financial Only
All Doc/Chart
Financial and Clinical
Correct
1/1 Points
21. Which types of files can be used for the new Provider File Attach? *
TIFF and PDF only
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PDF and any picture files
PDF, DOCs, XML, XLSX, JPG and PNG
Any common file type
Correct
1/1 Points
22. What does it mean if there are no forms listed when viewing the All Doc/Chart
View in PCNX? *
The system is glitching and you need to open a helpdesk ticket.
The All Doc/Chart view requires a patient to be selected before the forms will display.
There is no information to display.
The user role does not have access to the All Doc/Chart view.
Correct
1/1 Points
23. Users will be able to modify their own clinical documentation in PCNX if errors are
made and the note has been finalized. *
True- with PCNX, providers will be given functionality to edit their own notes.
False, once finalized, only SAPC can change a note from Final to Draft. Users must
submit a helpdesk ticket for each note or document that needs to be corrected.
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responsible for the privacy or security practices of its customers, including those of this form owner. Never give out your
password.
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