Using CXM
Instructions on how to use CXM.
Office Hours are set up by administrators to indicate when your office is open and closed. Closed hours can be labeled with the reason the office is closed....
Thu, 30 Jul, 2020 at 1:50 PM
When a staff member ends employment with your office, you will need to deactivate their account. Click the Users tab. Click the red X in the far-right c...
Mon, 18 Apr, 2022 at 9:43 AM
If your organization requires multifactor authentication, you will need to request a code and enter it to log into CXM. After entering your Email and ...
Mon, 18 Apr, 2022 at 11:26 AM
This feature specifies when and why an office may require additional coverage. Major holidays are added to this feature automatically. Other reasons for add...
Mon, 18 Apr, 2022 at 11:11 AM
You can add or modify the phone number used for authentication and turn authentication off under your account information. Add a phone number Tap the...
Mon, 18 Apr, 2022 at 11:35 AM
As an administrator, you can turn Two-Factor Authentication on and off for users. Select your Client. Go to the Users tab. Select the user for whom...
Mon, 18 Apr, 2022 at 11:42 AM
App assignments are used to designate assignments that can be used in the CareXM Total Triage Mobile App. Identifiers specify whether an app assignment will...
Mon, 18 Apr, 2022 at 12:33 PM
This feature allows you to define providers to link to patients. Providers can be users in your organization or you can add providers who are not users. ...
Thu, 28 Jan, 2021 at 10:53 AM
The Care Team feature links Providers to the patients they care for. You can see which providers to contact at a glance when creating an activity, and you c...
Wed, 17 Mar, 2021 at 2:15 PM
An Activity is how you document patient, caregiver, and other interactions in CXM. Use the steps below to create a new Activity. Click on Activities and ...
Mon, 18 Apr, 2022 at 12:35 PM