Transfer and Discharge Summary Settings

There may come a time when an Individual to which you are providing service may Transfer to another location within your organization or may need to be Discharged from services.  

iCM has provide the ability to customize what information is solicited on the Transfer Summary, Discharge Summary and the Global Discharge Summary.  If you need more information on actually Transferring or Discharging an Individual, click h ere.

  1. Select Admin Tools and then iCM-Settings.
  2. Scroll down to Discharge Individual.  Here you will find several toggles to include/exclude specific areas in all three Summaries as well as fully customizable Discharge Reasons for each Summary.  iCM has provide customers with a current listing and customers may Add new Titles as well as Edit and Delete existing titles.

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