CareXM

Getting Started 11

• Create a New User
• User Permission Types and Definitions
• App Profile no longer needed during new user setup
• App Profile Types and Definitions
• I haven't received an account confirmation email

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Reporting Portal 11

• Activity Summary Report
• App Versions Report
• Billable Calls Report
• Calls Per Patient Report
• Contact Code Summary Report

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Using CXM 19

• Office Hours
• Remove an employee
• Logging in with Two-Factor Authentication
• Additional Coverage
• Manage Two-Factor Authentication settings

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Troubleshooting/FAQs 2

• CXM - REST APIs
• System/Software Requirements

Insights 14

• *Insights Overview*
• Activities By Call Code
• Activities by Organization
• Activities by Status
• Agent Summary

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Getting Started 10

• Add account
• Quick-Start Guide to Logging into the Mobile App
• Quick-Start Guide to Using the Mobile App
• Browser Login for the Mobile App
• Enable app notifications for iPhone

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Using the App 4

• Create new secure message
• Switching between offices (accounts)
• Contact Routing
• Call Coding

Troubleshooting/FAQs 8

• Can I use the app on a Blackberry, Windows Phone or Tablet?
• Send mobile app logs V 4.4.13 and lower
• App shows an endless spinning wheel when logging in
• I have both a company phone and a personal phone. Can I use the app on either of them?
• Do I need to enter the phone number and receive an authorization code every time I log into the app?

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Client Call Connectivity 0

Client EMR Connectivity 0

Using TouchPointCare 59

• TouchPointCare Help Guide
• System Security - Log in
• System Security - User Access Control
• Managing Participants - The Concept
• Managing Participants - Add New Participant

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