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888-260-8460
Knowledge base
CXM/Reporting Portal/Insights
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
View all 11
Reporting Portal
11
Activity Summary Report
App Versions Report
Billable Calls Report
Calls Per Patient Report
Contact Code Summary Report
View all 11
Using CXM
19
Office Hours
Remove an employee
Logging in with Two-Factor Authentication
Additional Coverage
Manage Two-Factor Authentication settings
View all 19
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
View all 14
Total Triage Mobile App
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
View all 10
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?
View all 8
Telephony
Client Call Connectivity
0
EMR Interface
Client EMR Connectivity
0
TPC
Using TouchPointCare
59
TouchPointCare Help Guide
System Security - Log in
System Security - User Access Control
Managing Participants - The Concept
Managing Participants - Add New Participant
View all 59