Salesforce CCM Clinical
This area in Salesforce CCM Clinical allows you to search for knowledge articles, member accounts, etc.
What is the Global Search Bar?
What is the Engage Button or Phone Button?
What is VPN?
These are seen daily on your Homescreen and should be completed each day.
What are Daily Questions?
We cannot proceed with the reason for the call until this is completed.
What is HIPPA authentication?
A button you can click to check your sound settings and any time.
What is the headset icon?
A unique member code that is created once they register.
What is a PID?
This item can show you how you rank in points on the team.
What is the Leaderboard?
What is an Outbound Disclaimer or Recording statement?
This status should be used when completing post call documentation.
What is ACW?
You can click here to explore all learning content available to you.
What is the Discover button?
The method of ending the call and providing our member support number and offering any additional assistance.
What is Call Wrap?
A common troubleshooting task that often assists when having connectivity issues.
What is clear cache/history?
When a member expresses dissatisfaction with our services verbally or through tone.
What is a Grievance?
A place where we will manually enter a PID to sync a new member account.
What is Sync New Member?
When a member states that something is not working with their device.
What is a Complaint?