iCareManager Help Articles

• Person-Centered Planning Module (Case Management Suite)
• Getting Started with iCM's Case Management Suite
• Case Management Module
• How to Set up PCP Plan Templates (Case Management Suite)
• Progress Note (Case Management Suite)
• Activity Note
• How to Set up Case Management Plan Templates
• Service Categories
• Monitoring Form
• Visit Summary

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• Getting to Know iCM
• How do I get started with iCM?
• How to change my password?
• How to send a message?
• How to set an esignature?
• How does My Sites work?
• Site Management Overview

• Mobile App - Overview
• Mobile App - Attendance
• Mobile App - CareTracker
• Mobile App - Training
• Mobile App - Contact Information
• Mobile App - Mileage
• Mobile App - Maintenance Requests
• Mobile App - Incident Reports

• Plan of Correction Overview
• Plan of Correction
• POC Permissions and Settings
• POC Templates
• Marking a POC as Submitted
• POC: Logging the Regulatory Agency Response

• 5/3/21-5/7/21
• 11/8/21-11/12/21
• 1/31/22-2/4/22
• 6/21/2023 - 7/6/2023
• 05/10/21-05/14/21
• 8/18/2023 - 8/31/2023
• 6/14/21-6/18/21
• 1/19/21-1/22/21
• 11/22/21-11/26/21
• 11/15/21-11/18/21

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• How can we get ready for LTSS billing?
• How to take attendance?
• How to upload billing to LTSS?
• How to Manage Funding Streams?
• How to set up monthly Funding Stream Limits
• How can we tell that services have been provided on a certain date before we bill?
• Overview
• How to finish attendance at the end of the month or more frequently
• How to enable QR code scanning for programs?
• How to print QR code badges?

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• How to Administer Medications?
• Medication Management Module Overview
• How to Add Routine Medications into an e-Chart?
• How to connect Medication Orders?
• How to Hold or Omit Meds?
• How to verify Narcotics or Controlled Medications?
• How to administer PRN medications?
• How to add a new medication?
• How to set self-administer status?
• How does Medication Compliance work?

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• How to register for training?
• Training Management Overview
• How to set training policy?
• How to set up your Relias integration?
• How to Automatically Restrict Access when Staff Training has Expired/is Incomplete?
• How to setup your integration with Training and eTracking?
• How to add a class?
• How to Conduct Person-Specific Trainings over the Phone/Virtually?
• How to mark trainings in bulk?
• How to set permissions for the Training Management module?

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• What is My Work?
• How do Mentions work throughout iCM?

• How to Complete a Behavior Support Plan?
• How to Complete a Behavior Support Plan Review?
• BSP Module Overview
• How to delete a trigger on a BSP?

• How to set up Services to be recorded in the CareTracker?
• How do I chart in the Care Tracker?
• CareTracker Overview
• How do I view archived services?
• CareTracker - Service Documentation Time Range Settings
• CareTracker Documentation Extension

• Nursing Module Overview
• How to enter a Progress Note

• Provider Management Overview
• How to associate a provider with an individual?
• Setting Permission to Manage Providers

• How to manage doctor appointments?
• What's a PMOF?
• Appointment Module Overview
• How to generate doctor appointment documents?
• How to see Medical Appointment History?

• How to generate a Face Sheet?
• How do I add individuals?
• How do I Manage Individual/Resident Status?
• Where does face sheet information come from?
• Individual Insurances
• How to use ratio compliance feature?
• How to keep track of Benefits and assets?
• Profile: Allergies and Diagnosis
• How to set the Date of Birth?
• How to Print a Relationship Map?

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• How to complete a PCP or ISP?
• How to complete a Person Centered Plan or ISP Review?
• Person Centered Plan (PCP or ISP) Module Overview
• How to Create a PCP Template?
• SIP: How to create a Service Implementation Plan
• How to generate a Provider Implementation Plan?
• How to carry changes from a PCP or ISP template to existing PCP or ISP's?
• How to use electronic PCP Checklist?
• Editing the PCP or ISP Annual Date

• How to set up tracking for Monitors and Baselines?
• Service Note Settings and Generating
• How does the Service Plan work?
• How do I print a daily report?
• How to set up awake overnight charts?
• Services Module Overview

• What configuration is needed for incident reporting?
• How to Communicate an Incident?
• Incident Reporting Center Overview
• How to report an incident on the mobile app?
• How to mark an incident as Private?

• How to set up a workflow rule?
• Overview

• How to create document management folder setup?
• Document Management Overview
• How to manage document types?
• How to link the Outreach folders?
• How to move documents from scanned items to individual managed documents?

• How to build custom forms?
• Form Builder Overview
• How to fill out a custom form?

• How to add a lead into outreach?
• How to setup funding streams for ALFs?
• Outreach Overview

• How to connect Funding Streams to Programs/Sites?
• Manage Programs Overview
• How to Build Organizational Hierarchy?
• How to assign an individual to a program?
• What should I do if I add a new Site?

• How to set up Permissions?
• How to edit or adjust Permissions?

• How to add a drill?
• How to Schedule Drills

• How do Maintenance Requests work?

• How do Home Inspections work?

• How to Add Staff?
• How to generate the mobile app key?
• Staff: A Day in the Life Series
• How to terminate or suspend staff?
• How to reassign caseloads?
• How to get my password reset?
• Importing Staff with file uploads
• Staff Management - Overview
• Integration with Paylocity
• Integration with ADP

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• How do I clock in and clock out?
• How to submit my timecard?
• I can't clock in or out-What do I do?
• How do I Clock-In?
• How to create a payroll export file?

• How to track Vehicle Information?
• Transportation Overview
• How to set your agency mileage rate?
• How to set violation types?

• How to record water temperature readings?

• How to Complete a Nursing Plan (NPOC)?

• How to complete a 45 Day/Nursing Visit?

• How to Complete an Initial Nursing Evaluation?

• How to work with Service Templates?

• Employment Module Overview
• How to add an employment record?
• How to add an employer or manager?

• How to Complete a Clinical Contact Note?
• How to Set up a Clinical Contact Note Template?

• How to Add a Referral for Psych Services?

• How to Complete an ABC Data Form?

• How does group activity management work?

• How to Complete a Functional Assessment?

• How to get started with Snap Tag?

• How to add an on call log?

• How to complete Abilities & Needs Document?

• How to complete a Mechanical Supports Plan?

• Employer Leads Overview