CareXM | Knowledge Base

On the menu, select Company > Edit Company Profile Select Provider Name and the “Details” section will appear The fields with the red (required) mu...

Go to Company > Edit Company Profile Click on the Logo section on the top row Under the Logo section, a specific logo in .jpeg or .gif format can b...

Go to Company > Edit Company Profile Click on the Custom section on the top row Divisions can be added by clicking on the “Add Division” button or ...

Go to Company > Edit Company Profile Click on the IVR section on the top row Hover the cursor over all the blue circle question marks for explanati...

Go to Company > Edit Company Profile Click on the Security Section on the top row Check boxes for what is required in the password. Click Save

Go to Company > Edit Company Profile Click on the Interface section on the top row Select or deselect the check boxes based on your preference Cli...

Go to Company > Edit Company Profile Click on the Dashboard section on the top row Select what you will see in the Clinical Management Dashboard - ...

Go to Company > Edit Company Profile   Click on the Care Mgt section on the top row Edit the fields Click Save

Found Under TouchPoints > Escalation Rules The TouchPoint Care system has been created to enable a non-clinician to act as the Call Agent to ask th...

When a Call Agent makes a selection from the Call Results menu on the Call Agent screen, the system will automatically follow the rules established. Furthe...