Getting Started with CXM for New Clients
"How Tos" on the most commonly used applications/features for new clients
Once you've created an Activity, you can message it to another user so that they can follow-up with the caller. Be sure to select the appropriate Pendin...
Tue, 11 Oct, 2022 at 4:12 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 an...
Tue, 11 Oct, 2022 at 4:17 PM
If you receive another contact about an issue already noted in an Activity, you can add follow-up notes to that existing activity. Open the Activity y...
Tue, 11 Oct, 2022 at 4:26 PM
In this guide System Requirements Installing the app on an iPhone Installing the app on an Android phone Logging into the app System Requirements P...
Tue, 11 Oct, 2022 at 4:30 PM
In this guide Setting your status Selecting an Assignment Handling inbound calls Making outbound calls Scheduling next status change Changing accoun...
Tue, 11 Oct, 2022 at 4:32 PM
The secure messaging feature built into the app requires a separate login to ensure information exchanged here complies with HIPAA. The steps below walk you...
Tue, 11 Oct, 2022 at 4:34 PM