Getting Started with CXM for New Clients
"How Tos" on the most commonly used applications/features for new clients
The URL for CXM is: cxm.carexm.com After receiving an e-mail confirmation and resetting your password, you will want to log into CXM. Enter your work...
Tue, 11 Oct, 2022 at 3:32 PM
CXM/Reporting Portal Preferred browser is Chrome. Edge, Firefox and Safari also work, with some limited functionality, but are not fully supported. MAC O...
Tue, 11 Oct, 2022 at 3:34 PM
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...
Tue, 11 Oct, 2022 at 3:53 PM
Each business day, your organization will need to run the "Client Activity Report" to view all the call activities that occurred during a specific...
Tue, 11 Oct, 2022 at 12:12 PM
Another report option is generating the "Call Code Report" in order to quickly view the types of after hours calls your organization is receiving ...
Tue, 11 Oct, 2022 at 3:11 PM
To access Insights, go to https://insights.carexm.com You will use the same login information that you use to access CXM to log into Insights. This means ...
Tue, 11 Oct, 2022 at 4:06 PM
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 3:36 PM
Each user profile needs to have an associated "Provider Type" assigned to the user. A User may have more that one provider type. Each user who wil...
Tue, 11 Oct, 2022 at 3:49 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...
Tue, 11 Oct, 2022 at 3:59 PM
When creating a user with CXM, the user will have the option to also toggle on the “Silent Monitoring” feature in the User profile. This features allows the...
Tue, 11 Oct, 2022 at 10:18 AM