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CXone Expert Clone Site 087

Quick Links

Refer to the breakdown of quick link tabs below. Some may apply to all lines of business or be specific to a line of business. 

  • All Lines of Business 
  • Home - Will display the last 5 cases. 
  • Activity - The activity tab provides all participant interactions that include calls, workpieces, sent emails and SMS messages if applicable. 
  • Notes - Will include notes and attached documents that can be viewed. 
  • MM365/MM365+ /AHP 
  • ACT - DocMan/Dependent information and Verification. 
  • MM365 Retiree 
  • RET - Used to schedule consultations. 
  • EB 
  • VB - Used for billing and certificates. 
  • Group Retiree 
  • Used for Billing/Payment Information, Coverages, Employee Infos (houses HIC and Medicare information) 
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