CareXM | Knowledge Base

Getting Started 1

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Using CXM 1

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Troubleshooting/FAQs 1

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Insights 17

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

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Using the App 1

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Client Call Connectivity 0

Client EMR Connectivity 2

• CXM Integrations
• MatrixCare - Patient transfer service line Issue (Admit new before Discharge old)

Getting Started 1

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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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Troubleshooting/FAQs 2

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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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Using TouchPointCare 59

• TouchPointCare Help Guide
• System Security - Log in
• System Security - User Access Control
• Managing Participants - The Concept
• Managing Participants - Add New Participant

View all 59