CareXM

Go to Groups > Assign Groups The Assign Groups screen will appear. Under "Select Group" use the up/down arrows to select the desired group...

The Concept: In the TouchPointCare system, the TouchPoint is where the user associates Participants or Groups with a specific Question Series and establis...

To create a TouchPoint: Go to TouchPoints > Create TouchPoint Give TouchPoint a name Select from the list - a participant or group Select f...

Select the TouchPoint Task from the list below: A Live Outbound Call task designates that a lice person will call each Participant on the phone to ask the...

The TouchPointCare system has developed a sophisticated, yet simple to use, scheduling process that allows the user to create any possible contact schedule ...

The Call Agent Greeting default that is established at the Provider Profile may be overridden for each specific TouchPoint by typing in the desired greeting...

The information entered into the Comments field will be displayed on every Question Series screen associated with this TouchPoint, e.g. you may enter “In ca...

From the Main Menu, select TouchPoints > All TouchPoints and you are presented with a listing of all Active TouchPoints.

The All TouchPoints screen allows the user to search for any Active or Inactive TouchPoint by typing in any search criteria into the filter fields:  Touch...

Upon clicking on the TouchPoint name in the list, the system presents a screen with the TouchPoint values that were selected to initially create the Touchpo...