Skip to main content
CXone Expert Clone Site 138

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) 
    Screen Shot 2022-02-23 at 8.59.53 AM.png
  • Was this article helpful?