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 20

• 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 16

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

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Getting Started with CXM for New Clients 16

• CXM URL
• System Requirements/Browser Preference
• Password Reset
• Run the "Client Activity Report" Daily
• Generating the "Call Code" Report

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