CareXM | Knowledge Base

The Concept: The TouchPoint Care system was designed to enable a Provider the option to separate the tasks of defining the information to be gathered from...

From the Main Menu, select Communications > Agent Screen When a TouchPoint is created and saved, the TouchPoint Care system creates a schedule for ...

To begin the outbound call contact process, the Agent clicks on the Participant name and then is presented with that Participants phone number and prepared...

If the participant Answers and is available, the Agent selects "Call Answered" and the system automatically presents each question to be asked of...

When the Agent begins to ask the Participant the questions, the Agent clicks on the response given by the Participant to record their answer. Where the ques...

Upon completion of the Question Series, the system will display all of the questions and all of the responses. Any of the question responses can be edited a...

With a call from a Participant to the Provider, the Agent will select the Task of Inbound Call from the Agent Screen and click Submit. The system will displ...

IVR Calls are designed to be processed without any call agent involvement. However, the system provides you the ability to verify that scheduled calls were...

TouchPoint Care has implemented SQL Server record level locking on the Agent Screen. Upon clicking on a Participant Name on the Agent grid: Participan...