iCareManager Help Articles

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

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

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• Mobile App - Contact Information
• Mobile App - CareTracker
• Mobile App-Generating the Registration Key
• Mobile App - Attendance
• Mobile App - Training
• Mobile App - Overview
• Mobile App - Mileage
• Mobile App - Maintenance Requests
• Mobile App - Incident Reports
• Mobile App-Messages

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

• Release Notes 9/13/2024 - 9/26/2024
• Release Notes 10/25/2024 - 11/7/2024
• Release Notes 12/6/2024 - 12/19/2024
• Release Notes 4/25/2025 - 5/08/2025
• Release Notes 1/3/2025 - 1/16/2025
• Release Notes 1/31/2025 - 2/13/2025
• Release Notes 2/28/2025 - 3/13/2025
• Release Notes 1-17/2025 - 1/30/2025
• Release Notes 3/14/2025 - 3/27/2025
• Release Notes 8/16/2024 - 8/29/2024

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• How to take attendance?
• How can we get ready for LTSS billing?
• Attendance: Daylight Saving Time Setting
• How to Manage Funding Streams?
• How to upload billing to LTSS?
• Attendance Overview
• How to set up monthly Funding Stream Limits
• How can we tell that services have been provided on a certain date before we bill?
• How to finish attendance at the end of the month or more frequently
• How to Replace a funding stream?

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

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

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• How to Complete a Behavior Support Plan?
• How to Complete a Behavior Support Plan Review?
• How to delete a trigger on a BSP?
• Behavioral Support Plan Overview
• How to generate and save a Behavior Support Plan

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

• How to Complete a Nursing Plan (NPOC)
• How to enter a Progress Note
• Nursing Module Overview
• How to complete a 45 Day/Nursing Visit
• How to Complete an Initial Nursing Evaluation
• How to complete Abilities & Needs Document
• How to manage Immunization information
• How to Manage Vital Signs & other Readings
• How to use Labs & Diagnostics feature
• How to Configure Progress Note Types

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• 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?
• How to generate doctor appointment documents?
• Appointment Module Overview
• How to Upload a PMOF
• How to see Medical Appointment History?
• How to configure Appointment Settings
• How to use a "live" version of the PMOF

• 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 Transfer and Discharge an Individual
• How to keep track of Benefits and assets?
• Profile: Allergies and Diagnosis
• How to set the Date of Birth?

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• How to complete a Person Centered Plan
• 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 use electronic PCP Checklist?
• How to generate a Provider Implementation Plan?
• How to carry changes from a PCP or ISP template to existing PCP or ISP's?
• Editing the PCP or ISP Annual Date
• How to set custom reasons for deleting a PCP

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• How to set up tracking for Monitors and Baselines?
• Service Note Settings and Generating
• How does the Service Plan work?
• How to work with Service Templates?
• How do I print a daily report?
• How to set up awake overnight charts?
• Services Module Overview
• How to Discontinue a Service
• How to set up Group and Personal Activities and view the Individualized Schedule
• How to configure the Abnormal BM on screen alert message

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• How to Communicate an Incident?
• What configuration is needed for incident reporting?
• Incident Reporting Center Overview
• How to report an incident on the mobile app?
• How to mark an incident as Private?
• How to complete all 5 Steps on an Incident Report
• Incident Reporting for Assisted Living Customers

• How to set up an Alert?
• 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?

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

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

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

• How to add a drill?
• How to Schedule Drills
• How to set up Drill templates and complete the Drill process

• How do Maintenance Requests work?

• How do Home Inspections work?

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

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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 transportation rate?
• How to set violation types?
• How to find and set your Transportation Settings
• How to find and set your Fleet Management Settings

• How to record water temperature readings?

• 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 Clone a Clinical Contact Note

• How to Add a Referral for Psych Services?

• How to Complete an ABC Data Form?
• ABC Data Form Templates

• How does group activity management work?

• How to Complete a Functional Assessment?

• How to add an on call log?
• How to configure On Call Log Types

• How to complete a Mechanical Supports Plan?

• Employer Leads Overview

• How to Set Up Other App MFA for Customers and their Staff
• How to Set Up Duo MFA for Customers and their Staff
• How to Manage Facility Devices/Machines
• How to Configure the Password Policy Settings

• Manually entering Vehicles into Fleet Management
• Fleet Management Settings
• Fleet Management Overview
• Fleet Distance Log
• Maintenance/Repair for Fleet Management
• Accident/Incident Reporting in Fleet Management
• Fleet Management Driver's Tab
• Importing Vehicles to Fleet Management
• Hours Log
• Vendors in Fleet Management

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• Mobile App: Clock In/Out

• How do I generate a Face Sheet or Emergency Packet?