iCareManager Help Articles

• How to complete a 45 Day/Nursing Visit?

• How to Complete an ABC Data Form?

• How to complete Abilities & Needs Document?

• 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 can we get ready for LTSS billing?
• How to take attendance?
• How to Manage Funding Streams?
• How to set up monthly service authorizations?
• How to upload billing to LTSS?
• How to finish attendance at the end of the month?
• How to enable QR code scanning for programs?
• Overview
• How to print QR code badges?
• How to test LTSS credentials?

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• 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?

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

• 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

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

• How to add a drill?

• Employer Leads Overview

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

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

• How does group activity management work?

• How do Home Inspections work?

• 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 Complete an Initial Nursing Evaluation?

• How do Maintenance Requests work?

• Manage Programs Overview
• How to connect Funding Streams to Programs/Sites?
• 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 complete a Mechanical Supports Plan?

• How to Set Up Duo MFA for Customers and their Staff
• How to Set Up Other App MFA for Customers and their Staff

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

• How to Complete a Nursing Plan (NPOC)?

• How to add an on call log?

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

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

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

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

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

• How to Complete a Functional Assessment?

• How to Add a Referral for Psych Services?

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• 3/21/22-3/25/22

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• How to work with Service Templates?

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

• How to get started with Snap Tag?

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

• 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 to create a payroll export file?
• How do I Clock-In?

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

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

• How to record water temperature readings?

• How to set up a workflow rule?
• Overview

• Nursing Module Overview
• How to enter a Progress Note

• How to Administer Medications?
• Medication Management Module Overview
• How to Add Routine Medications into an e-Chart?
• 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 connect Medication Orders?
• How does Medication Compliance work?
• How to set self-administer status?

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• How to verify medications from the pharmacy?
• Mobile App: How to find contact info?
• User Security Overview
• Mobile App: How to work in the CareTracker?
• How to restrict login from unauthorized computers?
• Mobile App Overview
• Mobile App: How to mark attendance?
• What do I need to know about pharmacy integration?
• Mobile App: Maintenance Requests
• Mobile App: How to report an incident?

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