Getting Started

Create a New User
Log into CXM and choose the correct Client using the "Client" dropdown menu. Click on the Users tab.  Click on the Create New button and the Cr...
Tue, 11 Oct, 2022 at 3:38 PM
User Permission Types and Definitions
Permissions determine user access to various areas within the system as described below and work in conjunction with Roles. Permissions can be added and rem...
Fri, 15 Apr, 2022 at 1:41 PM
App Profile no longer needed during new user setup
CXM will automatically set up an App profile for new users.  Once logged into CXM, go to the users tab for your organization, clink on "Create New&...
Fri, 15 Apr, 2022 at 1:41 PM
App Profile Types and Definitions
Mobile app users can access various features based on a profile type below.  Administrator: Full access to all features Nurse: Read/write access to nursi...
Fri, 15 Apr, 2022 at 1:42 PM
I haven't received an account confirmation email
If you haven't received the email to confirm your CXM account, please check the items below.  System-generated emails like this are often marked as &...
Tue, 11 Oct, 2022 at 3:29 PM
Reset Password
If you have forgotten your password, you will need to use the ‘Forgot your password?’ link on the login page in order to access your account.   Go to the...
Fri, 15 Apr, 2022 at 2:03 PM
Create a Provider type for existing user
A Provider creates a Care XM provider type and links it to an CXM user profile. Each user who will use the mobile app should have a Provider type to link th...
Fri, 15 Apr, 2022 at 2:06 PM
Contact Routing Set Up
Turn this on to allow a user to access call routing assignments. When it is turned off, users will still see call routing assignments and who is in them, bu...
Fri, 15 Apr, 2022 at 2:13 PM
Outbound Dialing (Enabled/Disabled)
Outbound Dialing: Determines whether the call is masked and recorded. When the setting is modified, the user will see a message indicating either that the c...
Fri, 15 Apr, 2022 at 2:13 PM
Admin Reports (User Level)
Users with this enabled can tap on Team member names in the Team section and see state and call history, and access actions like forcing the user off. Users...
Fri, 15 Apr, 2022 at 2:14 PM