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• A job on PrimasCX will pull all appointments in once per day.
• The pulled appointment will be checked-out status and last updated one day before the current date.

PrimasCX web: https://cx1.soundline.io/primascx

User: linkscope/!Pr1m@as!Admin

Access Outreach Survey Application

• Navigate to Application→ Phone Call Campaign. Click the "ModMed Appt Survey" campaign name.
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Trigger manually pull appointment from ModMed to PrimasCX

• Navigate to Configuration → General → Job Management.
• With the App name ModMed Application, click the "Scheduler Configuration" button, it will open the Scheduler ModMed Application.
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• On the Scheduler ModMed Application page, click the edit button.
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• Then click "Try" to pull appointments from ModMed to PrimasCX.
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Survey Report

• Navigate to Report → Post Call Survey
• Select Survey Detailed Report