Contents x
- Community
- Community Events
- How do I access the community events list
- How do I add volunteer opportunities to a community event
- How do I manage a community event
- How do I modify / update a community event
- How do I track tickets sales, registration, etc. in community events
- Setting up Volunteer opportunities without being tied to an event
- Board Management
- How can I enhance the profile information used for my Board Membership
- How do I add board members to board committees
- How do I add non-board members to board committees
- How do I add required training for my board members
- How do I create subfolders for files in the board portal
- How do I log into the Board Portal for the very first time
- How do I use the board portal
- How do I work with board meetings
- How do I work with boards
- Using an iPad to access the Board
- Contracts
- Donations
- Grant Management
- Help Lines
- How do I add a new Volunteer to a Helpline
- Adding new staff or volunteers for Helplines
- How does a Volunteer work the Helpline
- How do I setup Caller Profiles and Conversation Topics for my Helpline
- Why can't I delete my Helpline
- How do I set up the Profiles for my Helpline
- How can I sign up for a Helpline
- How do I set up a Helpline
- How do I use Peer Advisor Subject Matter Expert (SME) Matching
- How do use Peer Matching favorites
- How can I periodically save my Helpline Call Log
- Helpline Demo
- Volunteerism
- Community Events
- Dashboards
- Account Communications
- How can I add or remove Transport Request Programs
- Dashboards
- How do I work with the Activity Dashboard and other Dashboards
- How do I remove a displayed custom query if I cannot access MyDashboard
- How do I add the Document Approval widget to my Dashboard
- How can I add a link to another page on my Dashboard
- How do I add a dataset to an individual's personal dashboard
- How can I send an email using an email template
- How can I set up MyDashboard
- How do I make a specific dashboard tabs visible to users
- How do I restrict viewing of Activity Dashboard tabs
- What are some of the Activity Dashboard articles in Knowledge Base
- Copying (Pushing) MyDashboard to Other Users
- How can I sort Dashboard Panels
- How can I move a dashboard or metric from one tab to another
- How do I add a custom dataset to MyDashboard
- How do I enter Workorders from MyDashboard
- Tasks
- When do I use Repetitive or Recurring Tasks
- Where do I find the locations displayed in Facility Workorders
- How do I restrict Workorder Submittals and Workorder Task Viewing
- How should I filter the Task List to see workorders and general tasks
- How are Task Kanbans used
- How do I work with Task Kanbans
- How are Task related privileges enforced
- How are Service Levels used in Workorders and Tasks
- Task related reserved words used in Notifications
- How can I use Service Tickets (Tasks)
- Auto Repeat Tasks
- How do I enter and use Workorders
- Why does my Apply button stop displaying when creating a Task
- Wellness Checks
- How can I add website links into the Wellness Check Portal questions
- Where can I track PPD skin tests for TB
- How can I indicate that a Staff Member displayed in the Not Submitted Wellness Check log was already screened for a Wellness Check
- How can I indicate why someone did not submit their Wellness Check
- How do I change the displayed message shown in the Wellness Check Quick Reviews
- How do I do a Quick Review in the Wellness Check or Visitor Log
- How do I use visitor trackers
- How do I use wellness checks
- What are some of the Wellness articles in Knowledge Base
- Care Management
- Engagement
- Client Documents
- Applicants and Quick Referrals
- Client Groups
- Client Events
- Care Plans
- How do I set up the Support Services used in my Staff Action Plan
- How do I set up Staff Action Support Prompt Levels
- Using Behavior Tracking Only client documents
- How do I set session minute alerts so when someone is close to a full or half day
- How do I get travel and documentation time to display in the Monthly Report
- How do I get metrics to display in Program Insights
- How do I account for Staff Activities like documentation and travel in Billing Rulesets
- What is the group size for Documentation and Travel
- When do Staff Action Plans (SAPs) display in the Work Queue
- When does the Billing Summary Pop-up Alert occur
- Can I clear the billable service and rerun auto-calculate billable service
- How do I see the reason why something cannot be billed
- How do I know if a Care/Life Plan or SAP can be deleted
- How much text can be entered in a POMS Goal Note
- How can I quickly determine the number of units which will be billed
- How are Current Past and Future Bed Checks displayed
- How do I change the Start or End Date on a Staff Action Plan
- How can I see why Billable Service was not as expected or was Not Billable
- How does Default to Group Support in the Program Settings work
- How does Show filter work in the Care Plan Summary
- How does the EVV Location Work
- How do I create a dashboard report for my Staff Action - Work Queue
- How can I configure the Client Wizard (used when deactivating clients)
- What privilege is needed to edit Client Documents
- Where can I view the Program Dashboard
- How can I identify the individuals who refused to allow their EVV location information
- How can I quickly see who is missing Medicaid numbers
- How can I setup Holidays in the system
- How can I add a note when capturing performing the Daily Activity
- How can I update Staff Action Plans in Bulk
- How can I get alerted if I sessions are just short of a full day
- What is an example of a Billing Workflow
- How can I copy the settings from one Program to another
- How can I compare the settings for my Programs
- How can I quickly tell if programs have billing rules
- How do I setup alerts for Program Combinations
- How do I turn on Bedroom Sweeps or PICA Sweeps
- How can I check if Bed Check Times for Billing are consistent between programs
- How do I set or change a Program Billing Interval
- How do I enable Billing Units rounding for sessions
- How does the configuration setting Restrict Access to Program Staff work
- How can I enable PICA Sweeps
- How do I copy billing rules
- How can I get Header Text or a Title to display on the Monthly Report
- How can I get Additional Information to display in the Monthly Report
- Does anything display if there are Overlapping Dates between Staff Action Plans
- Does anything display if there is a Gap between Staff Action Plans
- How can I get a Client Financial Summary to display in the Monthly Report
- How can I get a Client Attendance Summary to display in the Monthly Report
- How can I get Goal Specific Narratives to display in the Monthly Report
- How can I get Behaviors to display in the Monthly Report
- Why might more than one Staff Action Plan show in the work queue
- Why am I receiving an error when trying to copy a Life Plan
- How can I add or restrict Prompt Levels by Program
- Why can't I see the SAPs associated Program name in the Work Queue
- How do approver names get added to Life Plans
- What is one way to troubleshoot billing issues
- What do the Group numbers mean in the Billing Opportunities page
- Where do I setup my Program
- What happened to my Program Operations and Configuration Options
- Where are some of the settings that I need
- How do I control session overlaps
- Which Staff Action Plans display in the Monthly Report
- How does the Staff Action Plan Lifecycle Work
- How do I capture Travel and Documentation Time in my Staff Action-Work Queue
- What staff action work queue security rights do I need
- What criteria is used to show a person on a list
- How do I setup the Bed Check time slots
- Why doesn't a client outing show on the Staff Action Monthly Report
- What are Quick Incidents and how do I work with them
- How can I update the billing rule 'Supports all start on or after a certain time'
- How can I change Program Session Attendance Statuses
- How are multiple time and supports added for an individual's billing
- How can I customize my Client Document Approval page
- How can I enter approvals on my Client Documents
- Can I capture Fire Drills in Staff Action - Work Queues
- How do I view the Life Plans/Care Plans for the clients I am Case Manager for
- Why we recommend running Billing Rule Tests
- How do I bill - in simpler to understand terms
- How do I setup the default Billing for an Individual in a Program
- How can I make my Care Plan Approver Required
- Why can't I see a client's weekly and daily goals in the SAP Supports
- How does the Approver Team in the Division screen work
- How can I add default Approvers to my DDP
- How do I attach a form to a Client Document so it can be filled out
- How can I add default IPOP Approvers
- How can I see a Summary of Life Plans and Care Plans
- How do I complete Monthly Tasks in my Staff Action Work Queue
- How can I designate if clients in a program require a Life Plan
- How can I view other client documents when looking at SAP Actions
- How come my Staff Action Plan doesn't automatically set to Approved
- How do Owners and Authors of Life Plans differ
- At what point does a SAP show up in the Staff Action - Work Queue
- Where do I setup Group Minutes billing rules
- Where can I see the Bed Check outcomes
- How do I not bill Bed Checks for someone out of the Facility
- How do I describe Behavior Support Plan Intensities
- How can I set up EVV for my program
- How can I setup Multiple Approvers for a Behavior Support Plan (BSP)
- How do the Staff Action Plan On-going Activities Work
- What do some of the Billing Rule settings mean
- Why can't I delete a Behavior from the Behavior List
- What is needed to do Billing
- What are some Guidelines for setting up Billing Intervals
- How can I quickly see the SAP settings set up for my Programs
- How do I set up Staff Action Alert Thresholds
- How can I view the PDF associated with a Behavior Support Plan
- How do Behaviors Work
- How are the Staff Action Plan Goal Total Opportunities Calculated
- Why is my GeoLocation not being captured
- How does the Staff Action Plan Billing Process Work
- How can I display Client Tags on my Staff Action Plan
- How can I designate if a SAP Action is a Group Action or not
- How can I indicate the SAP related service should be audited
- How do I Approve a Staff Action Plan or provide Feedback
- How can I Tag my Staff Supports
- How do I make Behavior Intensity and Duration fields Required
- How are Staff Action Plans tied to Care Plans
- How do I track Behavior Intensity
- How do I reach the Behavior Support Plan (BSP) page
- How can I view the rollup of Accout Behaviors
- How can I add SAP Tags to my Staff Action Plan
- How do I require auditing of certain staff member's SAP notes
- How can I set a Staff Action Plan Support Group Size
- How do I add specific Behavior tracking by Client Account
- How do I turn on the Program Checklist for my program
- How can I make the facility address display on my Monthly Report header
- How can I quickly see my Program Operations Settings
- How can I change the order of my Staff Supports
- How can I see the Staff Supports entered at times inconsistent with the expected time logged in the SAP
- How can I change the prompt level when auditing a Staff Action Support
- How can I copy Supports from a Staff Action Plan for another client
- How do I setup On-going or As-Needed Staff Action Activity frequencies
- How do I get my IPOP to display in my Staff Action Work Queue
- How do I turn on and setup Behavior linking in Client Documents
- How can I view or add behaviors in a Staff Action Plan
- How can I link a Behavior to an Incident
- How can I see who performed a bed check and when it was performed
- What security privileges are needed to access the buttons on the top of a Staff Action Plan
- What is the overall workflow for Staff Action Plan Audits
- How do I create Behavior Support Plans and Medication Monitoring Plans
- How do I setup Staff Action Plan Actions to require notes or E-Signatures
- How do I setup Staff Action Plan Actions to prompt for Daily Notes
- How can I create a Staff Action Plan Daily Note in bulk
- How do I setup and use Behavior Support Plans
- How can a non-System Administrator access the Staff Action Billing RuleSet setup screen
- How can I test the Billing Rules I created for my organization's Staff Action - Billing Opportunities
- What does Override refer to on the Staff Action - Billing Opportunities screen
- How can I quickly access the Billing RuleSet from the Staff Action - Billing Opportunities page
- How can I let the daily billing rules review and determine the proper Staff Action Billable Service
- How can I quickly see the invoiced dollar amount of a Staff Action service
- How can I print out my Care Plan or Staff Action Plan related form template
- How can I access a Staff Action Plan Billing Ruleset from a Program
- How can I easily copy my Staff Action Plan Bed Check Schedule from one program to another program
- How can I easily copy my custom Staff Action Plan Support Option settings from my current program to another program
- How can I quickly tell if a service has been sent for billing by looking at the Staff Action - Billing Opportunities page
- How can I select a service after the action appears on the Staff Action - Billing Opportunities page
- How can I override the DSP Selected Service for a Staff Action Plan action
- How can I restrict who can access the Staff Action - Work Queue page
- Can I access my Staff Action Plan and Monthly Report from the Client Portal
- Is there a way to let the system set my Care Plan or Staff Action Plan end date
- How can I quickly see the number of bed checks performed when looking at the Staff Action - Billing Opportunities page
- What privileges are needed for the icons on the top of the Staff Action Work Queue page
- How do I create Behavior and Medication Monitoring Plans
- How do I choose from the possible Bed Check actions
- How can I setup the possible actions that could occur during Bed Check time slots
- How can I only show the time slots when Bed Checks are being perfomed
- How do I change the name of the Staff Action Bed Check Status
- How do I complete a Staff Action Plan POMS action after the scheduled date
- How can I add more than 1 daily note action to my Staff Action Plan
- How do I configure the Billing Rule Set for my Staff Action Plan
- How can I tell if there is a missing Medicaid Number
- How can Finance send claims related messages to Program Directors from the Staff Action - Billing Opportunities page
- How can I choose commonly used audit findings in Staff Action Plan Note Audits
- How can I enter a Suggested Service on my Staff Action Plan Note
- Where can I find the Staff Action - Claims page
- How can I act on multiple Staff Action Claims at one time
- How can I change a Staff Action Billable Service after it has been invoiced
- How can I create multiple Staff Action Plan Notes at the same time
- How can I specify a Program related Action to be used as a Daily Note in Staff Action Plans
- What is the overall Staff Action Plan Billing Approach
- How do I add new Care Plan Tabs or rename existing ones
- How can I customize my Staff Action Plan note templates based on my program
- How can I specify the eSignature Attestation for my Staff Action Plan approvals
- How can I specify the Staff Action Plan approvers for my Program
- How can I quickly approve a Staff Action Plan
- How can I quickly see who approved the Staff Action Plan
- How can I see if and when my Staff Action Plan was reviewed
- How can I compare a Staff Action Plan to another plan
- How can I create and link an IPOP to a Staff Action Plan
- How can I set custom data entry options and custom text headers and footers for my Staff Action Plan printouts
- How can I review a Staff Action Plan
- How can I quickly tell which of my Staff Action Plans are expiring in the next 60 days
- How can I quickly tell which of my Care Plans are expiring in the next 60 days
- How can a DSP tell if there is action needed on their notes for their completed Staff Action Plan support
- How can I quickly view a Staff Action Plan support note
- How can I tell who entered a note and when on a Shared Action in the Staff Action - Work Queue
- How can I automatically set an End Date for my Staff Action Plan
- How do I create a default Life Plan Author
- How can I enter a Life Plan Author who is an organization and not a Staff Member
- How can I set up Staff Support Notes and Templates for the Staff Action Plan POMS Goals
- How can I quickly view Program details from the Staff Action Plan Work Queue
- How do I select a Billing RuleSet for a Staff Action Plan
- How can I setup the Client Portal so Staff Action Plans are displayed
- How do I access Bed Checks from a Staff Action Plan
- How can I view Program Sessions from the Staff Action Plan
- How do I set up Staff Action Plan Billing Rules
- How do I require a Staff Member's daily Notes to be audited in a Staff Action Plan
- How do I activate the Program Operations tab in programs to use in Staff Action Plans
- How can I add a narrative to a Staff Action Monthly Report
- How do I Audit Staff Action Plan notes
- How can I compare my current Staff Action Plan to one previously created
- How do I specify a timing requirement for an action in my Staff Action Plan
- How do I add an Outing to my Staff Action Plan
- How do I perform an ad hoc billable service as part of my Staff Action Plan
- How can I require a witness for a Staff Action Plan POMS Goal
- How do I add a Facility Inspection to my Staff Action Plan
- How can I add a narrative to a Staff Action Monthly Report
- How do I create or modify Provider Assigned Goals
- How do I create a Staff Action Plan program participation alert
- How do I restrict the action list to specific Staff Action Plan priorities
- How can I keep informed of changes made to a Care Plan or a Staff Action Plan
- How do I setup Staff Action Plan form headers and footers
- How do I make a Staff Action Plan program task Individual or Shared
- How do I Approve or Un-Approve a Staff Action Plan Monthly Report
- How do I view the activities which were completed as part of the Staff Action Plan
- How do I restrict who can access the Staff Action Plan Work Queue
- How can I be informed when changes are made to my Care Plan
- How can I be informed when changes are made to my Staff Action Plan
- How do I allow Actions to overlap in a Staff Action Plan
- How do I UnLock a Staff Action Plan
- How do I Lock a Staff Action Plan
- How do I identify and designate Required Credential needs related to Staff Action Plan POMS actions
- How do I identify and designate Transportation needs related to Staff Action Plan POMS actions
- How do I add POMS Factors and Goals to a Staff Action Plan
- How do I associate Staff Action Plans with a Care Plan
- How do I set up Activity Time Blocks
- What are POMs Factors and Goals
- How can I view Staff Action Plans on the Client Portal
- Why can't I select Billable, Retainer, or Therapeutic services for my Supports
- How do I perform a Bed Check
- On which screens can I view IPOPs
- How can I assign a Behavior Category to a Behavior
- How do I set up non-POMs Goals for my SAP
- How can I add a Goal to a Staff Action
- How do I create an SAP without POMS Goals
- How does Behavior Tracking work
- How do I add team approvers to my Life Plan/Care Plan
- How can I select the group size in my Staff Action Plans
- How do I set up the Bed Check Outcomes
- How is EVV tied to Unit of Service
- How do I turn on Staff Activity Tracking for Sessions
- How do I enroll Clients in a Program Session
- What privileges do I need to unapprove Staff Action Plans
- How do I restrict User Entries of excessively long Sessions
- Account Management
- How do I hide unused Military Options
- How do I access and update Driver Authorization Status
- How can I view a client's full Social Security Number (SSN)
- How do I create an Emergency Profile sheet for my client
- How can I capture Account Sex instead of or along with Account Gender
- How do I add Files to an Account
- How do I add Assessments to Accounts
- How do I prefill forms
- How do I perform an Account Review
- How do I use a login instead of an email to log into IMPOWR
- How do I remove someone that no longer works here
- How do I enter a client's transportation needs
- How do I add a Tag to an Account Profile
- How do I review Accounts
- How can I find the files associated with a client
- How do I see if clients are active in Account-Programs
- How do I tag an account-program
- Can I search for accounts using preferred names or aliases
- How can I add a client quickly and easily to a client group
- How can I add a relationship such as children to an existing Client
- How can I add client care resources to a client profile
- How can I designate if a client is registered to vote
- How can I find Deceased and Inactive Accounts
- How can I remove a public client profile note that was created by someone else
- How can I remove the Consent from a client account
- How do I add Nursing Home to Client Housing Living Arrangements
- How do I add a diagnosis code to a client profile
- How do I attach a care plan to a client
- How do I block client accounts
- How do I change the Account Type after it is created
- How do I create a client account
- How do I create an account
- How do I restrict access to clients and client information
- How do I set up Staff Members
- How do I unlock a user's account
- How do I view my account goals
- Is there a place I can view if my client has programs or services related to their goals
- When someone leaves my organization should I remove them from imPowr
- How can I designate someone is deceased and their cause of death
- How do I add TABS ID Numbers
- How do I add an Account (Intake Process)
- How do I add Account Goals for Clients
- How do I add additional Client Groups
- What is the difference between kinds of Relationships
- How can the system say my staff member is terminated if they display as active
- How do I turn on the Residential Relationships in an Account Profile
- Compliance
- Program Weekly Tracker
- Intake
- Can I capture medication and medical services in the Client Intake form1
- How can I display client service interests in the Client intake form
- How can I go straight to quick referrals from the client intake screen
- How can I modify section 3 of the client intake form
- How do I configure the Intake form
- How do I set-up the Intake Prescreen Notification Process
- How do I skip the Client Intake prescreen questions and do them later
- How do I view which clients are still waiting for their prescreen questions to be completed
- How do I work with intake pre-screening questions
- Why don't our prescreener questions appear on the client intake form
- How do I do an Intake / Referrals process
- Internal Review Comittee
- Treatment Plans
- Time Studies
- How do I setup the various Time Study work types
- What is the Expiration Filter for on the Time Studies screen
- How do I identify the Programs supporting Time Studies
- How can I see the people who can perform the contract's labor
- How can I show an aggregated view of the contract invoice
- How can I designate if someone is a W2 or 1099 employee
- How do I perform a Time Study Test
- How do I do a bulk nominal minimum wage rate increase
- How do I identify the Subminimum Wage Contract Staffing
- How can I create a Work Log associated with a Contract
- How can I see which contract my Time Study is associated with
- How do I set a Deliverable Type on a Subminimum Wage Contract
- How do I add a Subminimum Wage Job Coach or Case Manager
- How can I attach a Subminimum Wage Invoice to a Contract
- Where can I find the Pre-Defined Subminimum Wage reports
- Finance
- Entrepreneurial Tools
- How do I cancel Pending Orders for a location which has been deactivated
- What security rights do I need to turn on auto-refresh for an Entrepreneurial calendar
- Where do I find the Process Orders settings
- How do I use imPowr for my Shredding Business
- How do I select a different date in the Calendar and Process Orders screens
- How do I use imPowr for my Laundry Business
- How do I add a new Business Unit Customer
- Financial Accounts
- Ledgers
- Entrepreneurial Tools
- Other
- General
- Relevant Terms and Acronyms for Aging, Disability, and Health Service Sectors
- How can I tell when my IMPOWR software was last updated
- What is the process to implement Send Grid
- How do I work with Quick Referrals
- How are some of the icons and fields used in imPowr
- What information can I find on the imPowr Toolbar
- What is Continual Care Solutions
- Who are we
- Can I change the From Address on my imPowr generated email?
- How can I see who has access to a page
- Using an iPad with imPowr
- Logins
- Portals
- Can I change the name of a portal
- How can I only grant access to the Staff Portal for wellness checks and not grant access to the rest of IMPOWR
- How can I add an Announcement to the Client Portal
- How do I access the school portal
- How do I add a program related document so it appears in the Client Portal
- How do I display client enrollment status on the school portal
- How do I edit access to portals
- How do I prepare to activate the partner portal
- How do I provide access to a partner portal for someone not in my organization
- How do I sign a program related document that's been placed in the Client Portal
- General
- Performance
- Assessments
- Forms
- Fillable Forms
- Incidents
- Learning Management System
- How can I create an exam
- Learning Management System Overview
- How can I issue certificates of completion to those who completed my course
- How do I create a course
- How do I link an exam to a course
- How do I score exams
- How do I take attendance in the Learning Management System
- How do I use courses in the Learning Management System
- How do I use the Learning Management System once I have added a course
- Quality Audits
- Survey Forms
- Release Notes
- Release Note Summaries
- Release Notes F.A.Q.
- Release Note Summary 1.3.35 New
- Release Note Summary 1.3.34
- Release Note Summary 1.3.33
- Release Note Summary 1.3.32
- Release Note Summary 1.3.31
- Release Note Summary 1.3.30
- Release Note Summary 1.3.29
- Release Note Summary 1.3.28
- Release Note Summary 1.3.27
- Release Note Summary 1.3.26
- Release Note Summary 1.3.25
- Release Note Summary 1.3.24
- Release Note Summary 1.3.23
- Release Note Summary 1.3.22
- Release Note Summary 1.3.21
- Release Note Summary 1.3.20
- Release Note Summary 1.3.19
- Release Note Summary 1.3.18
- Release Note Summary 1.3.17
- Release Note Summary 1.3.16
- Release Note Summary 1.3.15
- Release Note Summary 1.3.14.01
- Release Note Summary 1.3.11.0
- Release Note Summary 1.3.10.3
- Release Note Summary 1.3.09.00
- Release Note Summary 1.3.07.10
- Release Note Summary 1.3.07.00
- Release Notes Summary 1.21.10.00
- Release Notes Summary 1.21.09.00
- Release Notes Summary 1.21.08.00
- Release Notes Summary 1.21.07.00
- Release Note Summary 1.21.06.00
- Release Note Summary - 1.21.05.00
- Release Note Summary - 1.21.04.00
- Release Note Summary - 1.21.03.00
- Release Note Summary - 1.21.02.00
- Release Note Summary - 1.21.01.00
- Release Note Summary - 1.21.00.00
- Release Note Summary - 1.20.31.00
- Release Note Summary - 1.20.30.00
- Release Note Summary - 1.20.29.00
- Release Note Summary - 1.20.28.00
- Release Note Summary - 1.20.27.00
- Release Note Summary - 1.20.26.01
- Release Note Summary - 1.20.24.15
- Release Note Summary - 1.20.23.20
- Release Note Summary - 1.20.23.02
- Release Note Summary - 1.20.21.10
- Release Note Summary - 1.20.20.15
- Release Note Summary - 1.20.19.03
- Release Note Summary - 1.20.17.12
- Release Note Summary - 20.16.12
- Release Note Summary - 20.15.41
- Release Note Summary - 20.15.22
- Release Note Summary - 20.15.03
- Release Note Summary - 20.14.02
- Release Note Summary - 1.20.12.02
- Release Note Summary - 1.20.11.01
- Release Note Summary - 1.20.10.02
- Release Note Summary - 1.20.8.20
- Release Note Summary - 1.20.8.00
- Release Note Summary - 1.20.7.22
- Release Note Summary - 1.20.7.14
- Release Note Summary - 1.20.7.00
- Release Note Summary - 1.20.5.30
- Release Note Summary - 1.20.5.03
- Release Note Summary - 1.20.4.04
- Release Note Summary - 1.20.3.19
- Release Note Summary - 1.20.2.17
- Release Note Summary - 1.20.2.00
- Release Note Summary - 1.20.0.15
- imPowr Release 1.10.XX through 1.19.XX
- Release Note Summary - 1.19.0.08
- Release Note Summary - 1.18.0.29
- Release Note Summary - 1.18.0.19
- Release Note Summary - 1.18.0.04
- Release Note Summary - 1.17.0.02
- Release Notes 1.10.8.04
- Release Notes 1.10.7.01
- Release Notes 1.10.5.03
- Release Notes 1.10.1.02
- imPowr Release 1.15.XX
- imPowr Release 1.11.XX through 1.14.XX
- imPowr Release 1.9.XX
- imPowr Release 1.4.XX through 1.8.XX
- imPowr Release 1.3.XX
- imPowr Release 1.3.00.01
- imPowr Release 1.3.00.02
- imPowr Release 1.3.00.18
- imPowr Release 1.3.00.23
- imPowr Release 1.3.00.24
- imPowr Release 1.3.00.25
- imPowr Release 1.3.03.00
- imPowr Release 1.3.03.05
- imPowr Release 1.3.06.02
- imPowr Release 1.3.07.00
- imPowr Release 1.3.07.05
- imPowr Release 1.3.11.00
- imPowr Release 1.3.14.01
- imPowr Release 1.3.22.00
- imPowr Release 1.3.26.11
- imPowr Release 1.2.XX
- imPowr Release 1.2.51
- imPowr Release 1.2.52
- imPowr Release 1.2.53
- imPowr Release 1.2.54
- imPowr Release 1.2.55
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How do I add a Client to a program
- 18 Jun 2021
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How do I add a Client to a program
- Updated on 18 Jun 2021
- 1 Minute to read
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Article summary
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This article will provide the steps necessary to add a client to a program.
The following are some quick instructions on how to add a client to a program.
To add an account to a program, as long as the person has the privileges...
- Access Clients via People section in the Engagement Menu:
- Search for the client by name via one of the filters…
- Click on their Account ID.
- Once the Account opens, click Edit.
- Expand the Programs section…
- Click on the ‘+’ to add a program:
- Select the Program from the drop-down list…and then click Select.
- Click the Edit grid to change the Status to 'Enrolled'.
- Click Save to save your changes.
- The program will now be applied in the Account - Be sure to click SAVE to save your entries.
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