How to Build Organizational Hierarchy?

The first step to setting up your iCM Account is to build your organizational hierarchy.

Here's how:

  1. Click on the Admin Tools button (wrench icon on lower left corner of the screen).
  2. Click the Manage Programs button.
  3. Here you will see a parent node with your organization's name. While clicked on your organization's name, add your first Department by clicking Add Child.
  4. Add in all the information for the department and click save.
  5. Now under each node you can add additional child nodes. Example if your department is residential, now click on that and Add Child to add a site.

What's the difference between sites, programs, departments, and divisions?

  • Site: A licensed site where services are provided (ex. a Community Living Group Home)
  • Program: A non-licensed service that is provided (ex. Personal Supports).
  • Department/Division: A structural node that is needed but is not a service providing entity exclusively (ex. Human Resources). 

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