- 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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- A Guide to IMPOWR UI Updates
- Release Note Summaries
- Resources
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- Updating Vehicle Mileage for Many Vehicles
- How do I allocate Transportation trip costs to a Department
- How do I perform a vehicle Inspection
- How do I work with Vehicle Related Tasks
- What does the Asset screen consist of
- Updating Vehicle Mileage
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- Workflows
- 29 Nov 2021
- 8 Minutes to read
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Treatment Plan Process
- Updated on 29 Nov 2021
- 8 Minutes to read
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Electronic Treatment Plan Overview
1. Overall Concept
When a client receives a service, the servicing department needs to provide an “Individual Treatment Plan” that needs to be reviewed and approved. When a client is receiving multiple different services, the group of plans must be reviewed in aggregate to make sure there is consistency, no overlap, etc. The combined “package” needs to be reviewed and approved.
The imPowr Treatment plan module aims to address both needs:
- Provide a flexible way for clinicians to create individual plans and manage review and approval.
- Provide a way to package plans to assess, review, and approve in aggregate.
Shown visually, the process looks something like this:
2. Core Requirements
Provide the tools to perform the “typical” treatment plan process:
• Provide Clinicians with the ability to electronically create Service-Specific treatment plans.
• Provide the Clinic Admin a way to track and quality-check those service-specific treatment plans.
• Provide a way for the clinic administrator to consolidate plans into a “package” which can then be reviewed.
• Provide a way for the Medical Director to approve and sign those packages.
3. Additional Requirements
Provide a way to handle edge cases such as:
• When an individual plan is submitted but later needs modifying.
• When an individual plan is submitted, QA-checked, and combined into a package but later needs modifying.
• When a package of plans is created and approved but the package sheet later needs modifying.
• When one or more individual service plans in the package are non-electronic (e.g., came from external source).
4. General Requirements
General requirements are that:
• Key steps are tracked in the audit trail.
• Electronic signatures meet HIPAA requirements.
• Any change to a signed document invalidates all signatures.
Clinician Workflow: Typical
1. Login
Clinician logs in and the dashboard appears.
2. View list
On their dashboard they see a list of “Treatment Plans Due”. The gray icon is a non-started plan. The blue icon is a started one.
3. Enter the plan
The Clinician clicks the document icon and fills out the treatment plan.
4. Save the plan
4.A. Save while working on it
The clinician can save the plan and come back later to finish it by clicking Apply or Save.
4.B Plan is done, submit it.
When the clinician is done, they can electronically sign the plan and click “Save & Submit”. This will tag the plan as “submitted” and the plan will disappear from the work list in Step 2 above.
Clinician Workflow: Alternative
1. Login
Clinician logs in and the dashboard appears.
2. View list
The clinician goes to the menu item “Individual Plan List” (note that their menu may look different since it is role specific).
Click the menu item and the plan list appears, showing their clients and with a document icon for each plan. The gray icon is a non-started plan. The blue icon is a started one.
The clinician filters for “Pending” status and clicks ‘refresh’ to see all plans that are due in the period and not yet submitted.
3. Enter the Plan
The Clinician clicks the document icons for those plans and the treatment plan appears. Depending on its status – it may be editable or not. For ones that are editable, proceed as described for the typical workflow.
## Reviewer Workflow: QA Checking Submitted Plans
### 1. Login
The reviewer logs in and the dashboard appears.
2. Call up work screen
The reviewer goes to the menu item “Individual Plan List” (note that their menu may look different since it is role specific).
3. List appears
Click the menu item and the plan list appears, showing all clients and with a document icon for each plan. The gray icon is a non-started plan. The blue icon is a started one.
4. Filter
The reviewer filters for “Submitted” status and clicks ‘refresh’ to see all plans that are submitted but not yet reviewed.
5. Inspect the Plan
The reviewer clicks on the document icon to view the document. The plan appears as locked and read only. A message explains why.
The reviewer inspects the document.
5.A. Plan is Good
If the plan looks good, they click “Close” to close the form and then click the orange “Ready” button to indicate that they reviewed the plan, and it is ready for “Packaging”.
5.B. Plan has issues
If the plan has issues, the reviewer clicks “Close” to close the form. The reviewer then clicks the plan ID# to get to the plan information screen.
The plan information screen appears. Click “Edit” to get into Edit Mode.
The reviewer manually sets the status from “Submitted,” back to “Pending” and clicks Save.
The plan reappears on the clinician “Due” list.
6. Repeat until done
The reviewer repeats the process for all submitted plans.
Reviewer Workflow: Clinician Provides Hard Copy Plan
1. Login
The reviewer logs in and the dashboard appears.
2. Find Plan to Manually Update
Go to the Treatment plan list and filter as needed to find the treatment plan to update. Note that the reviewer’s menu may look different based on security rights.
3. Display Plan Details
Click the ID for that plan to display the plan details.
4. Reset Status
Enter Edit mode by clicking “Edit” and then :
- Set the status to “Submitted”.
- Upload the document on the documents tab.
- Enter submitter name and submission date.
Click “Apply” or “Save”.
5. Appearance in Package
Reviewer Workflow: Create Packages for Approval
1. Login
The reviewer logs in and the dashboard appears.
2. Call up work list
The reviewer goes to either the menu item “Individual Plan List” or the menu item “Required plan Summary” (note that their menu may look different since it is role specific). Click the menu item and the plan list appears, showing all clients and with a document icon for each plan.
3. Optionally filter the List
There are a few options for filtering that you may find useful depending on personal preference:
- You can filter for a specific client and see if all their plans are submitted.
- You can filter for the status “Ready to Review” and confirm all plans are ready for packaging.
4. Select a client to “package”
Whatever way you may choose to filter, ultimately there is a list of plans, each of which has a client. You can pick the client for packaging by:
- Click the checkbox by a client ID and then click “Package”.
- Do not click any client and then click “Package” to go directly to the package screen with no client selected.
5. Package screen appears
5.A. Client & Cover Page
Validate that a client and a treatment plan cover sheet is selected. If not, select them.
5.B. Plans to Package
The plans for that client that are “Ready to Review” but not yet “Approved” will appear. The default is that all are selected – but you can choose to ignore certain ones if you wish by unselecting the checkbox.
5.C. Enter a plan name and click ‘Generate’
A typical plan name might be “June 2021” or “2021 End of Year”. You can enter any name you wish. The only reason we have a name is so that you can select multiple versions and for system use in preventing people from overwriting an existing cover page.
6. Package is generated
The plan will appear. Look it over and if it looks good, you click “Save Cover Sheet & Publish”. This will create the package and cause it to appear on the Medical Director’s worklist. If it is not good for some reason, you can return to the “wizard” to select different plans, or you can just close the form without publishing. For medial directors that will eb signing a hard copy, you can use the browser to print to a printer or to print to a PDF.
Approver (Medical Director) Workflow
1. Login
The reviewer logs in and the dashboard appears.
2. Call up work list
The med director goes to the menu and chooses “Medical Director Worklist” (note that their menu may look different since it is role specific). Click the menu item and the list appears, showing all clients.
3. Choose the ‘Packages Tab”
Click the ‘packages tab’ and click the view icon.
4. Filter the list for unsigned
5. The package appears
If locked, it appears like this:
If unlocked and editable, it appears like this:
5.A. Package acceptable
Scroll down to the signature section and sign the package if needed. Click ‘save’ or ‘apply’ to save the updated header.
5.B. Package not acceptable
Let the Clinical Director know which plans or plans are problematic. The clinical director can then manually reset those plans to ‘pending’ and cause them to be kicked back to the Clinician for updating.
Refer to another workflow for resetting a previously submitted and approved treatment plan.
Once updated, the Medical director can go back to the Package list and review and sign the updated plans.
6. When Fully signed …
Linked treatment plans get set to “Approved”.
Reviewer Workflow: Edit Submitted Individual Plan
1. Login
The reviewer logs in and the dashboard appears.
2. Find Plan to Reset
Go to the Treatment plan list and filter as needed to find the treatment plan that needs resetting. Note that the reviewer’s menu may look different based on security rights.
3. Display Plan Details
Click the ID for that plan to display the plan details.
4. Reset Status
Enter Edit mode by clicking “Edit” and then set the status to “Pending”. Click “Apply” or “Save”.
5. Confirm Reset of Dates & Signatures
A confirmation screen will appear warning you that dates and signatures will be reset. Click “Proceed” to confirm the status change.
Reviewer Workflow: Edit Individual Plan Already “Packaged”
1. Login
The reviewer logs in and the dashboard appears.
2. Find Plan to Reset
Go to the Treatment plan list and filter as needed to find the treatment plan that needs resetting. Note that the reviewer’s menu may look different based on security rights.
3. Display Plan Details
Click the ID for that plan to display the plan details.
4. Unable to Status
Go to edit mode. The status dropdown list will be locked. Mouse over the info balloon for a reminder.
5. Go to the Package list and delete the Package
6. Flow-process for editing a submitted Individual Plan
7. Republish
Table of contents
- Electronic Treatment Plan Overview
- Clinician Workflow: Typical
- Clinician Workflow: Alternative
- Reviewer Workflow: Clinician Provides Hard Copy Plan
- Reviewer Workflow: Create Packages for Approval
- Approver (Medical Director) Workflow
- Reviewer Workflow: Edit Submitted Individual Plan
- Reviewer Workflow: Edit Individual Plan Already “Packaged”