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45 Day
How to complete a 45 Day/Nursing Visit?
ABC Data Form
How to Complete an ABC Data Form?
Abilities & Needs
How to complete Abilities & Needs Document?
Appointments
How to manage doctor appointments?
What's a PMOF?
Appointment Module Overview
How to generate doctor appointment documents?
How to see Medical Appointment History?
Attendance
How can we get ready for LTSS billing?
How to take attendance?
How to Manage Funding Streams?
How to upload billing to LTSS?
How to set up monthly service authorizations and Funding Stream Limits?
How to finish attendance at the end of the month?
Overview
How can we tell that services have been provided on a certain date before we bill?
How to enable QR code scanning for programs?
How to print QR code badges?
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Behavior Support Plans
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?
CareTracker
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?
Clinical Contact Note
How to Complete a Clinical Contact Note?
How to Set up a Clinical Contact Note Template?
Dashboard
Overview and how to get started
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
Diagnoses
ICD10 Codes
Document Management
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?
Drills
How to add a drill?
Employer Leads
Employer Leads Overview
Employment
Employment Module Overview
How to add an employment record?
How to add an employer or manager?
Fleet Management
Manually entering Vehicles into Fleet Management
Fleet Management Overview
Fleet Management Settings
Importing Vehicles to Fleet Management
Accident/Incident Reporting in Fleet Management
Mileage Log
Fleet Management Driver's Tab
Maintenance/Repair for Fleet Management
Vendors in Fleet Management
Hours Log
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Formbuilder
How to build custom forms?
Form Builder Overview
How to fill out a custom form?
Group Activity Management
How does group activity management work?
Home Inspection
How do Home Inspections work?
Incident Reporting
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?
Initial Nursing Evaluation
How to Complete an Initial Nursing Evaluation?
Maintenance Requests
How do Maintenance Requests work?
Manage Programs
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?
Mechanical Supports
How to complete a Mechanical Supports Plan?
Multi Factor Authentication (MFA)
How to Set Up Duo MFA for Customers and their Staff
How to Set Up Other App MFA for Customers and their Staff
My Work
What is My Work?
How do Mentions work throughout iCM?
Nursing Plan of Care
How to Complete a Nursing Plan (NPOC)?
On Call Log
How to add an on call log?
Outreach
How to add a lead into outreach?
How to setup funding streams for ALFs?
Outreach Overview
PCP
How to complete a Person Centered Plan or ISP Review?
How to complete a PCP or ISP?
Person Centered Plan (PCP or ISP) Module Overview
SIP: How to create a Service Implementation Plan
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 or ISP template to existing PCP or ISP's?
How to use electronic PCP Checklist?
Editing the PCP or ISP Annual Date
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People
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?
Where does face sheet information come from?
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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Permissions
How to set up Permissions?
How to edit or adjust Permissions?
Providers
Provider Management Overview
How to associate a provider with an individual?
Setting Permission to Manage Providers
Psych Functional Assessment
How to Complete a Functional Assessment?
Psych Referral
How to Add a Referral for Psych Services?
Release Notes
Read about the latest enhancements
5/3/21-5/7/21
11/8/21-11/12/21
1/31/22-2/4/22
05/10/21-05/14/21
6/14/21-6/18/21
11/22/21-11/26/21
1/19/21-1/22/21
11/15/21-11/18/21
3/15/21-3/19/21
3/21/22-3/25/22
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Service Templates
How to work with Service Templates?
Services
How to set up tracking for Monitors and Baselines?
How to generate a Service Note?
How does the Service Plan work?
How do I print a daily report?
How to set up awake overnight charts?
Services Module Overview
Snap Tag
How to get started with Snap Tag?
Staff
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 data with file uploads?
Staff Overview
How to integrate with Paylocity?
Time Card Management
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?
Training Management
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 Conduct Person-Specific Trainings over the Phone/Virtually?
How to add a class?
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
Transportation Overview
How to set your agency mileage rate?
How to track Vehicle Information?
How to set violation types?
Water Temperature Readings
How to record water temperature readings?
Workflow Rules
How to set up a workflow rule?
Overview
eChart
Nursing Module Overview
How to enter a Progress Note
eMAR & Medication
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 connect Medication Orders?
How to add a new medication?
How does Medication Compliance work?
How to set self-administer status?
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