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What are some of the Contract articles in Knowledge Base
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    • Community
      • 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 restrict the boards my board members see
        • 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
      • 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 track tickets sales, registration, etc. in community events
        • Setting up Volunteer opportunities without being tied to an event
        • Working with Community Events
      • Contracts
        • Can I copy the contract address information into the contract billing address
        • How can I add new Contract Categories
        • How do I configure contract templates
        • How do I prepare a contract
        • How do I sign unsign a contract document
        • What are some of the Contract articles in Knowledge Base
        • What is an overview of the contract signing process
      • Donations
        • How do I export member lists or any kind of mailing list from the donations page
        • How do I process the Donations received from my Appeal for Donations
        • How do I record donations
        • How do I send Donation Thank Yous
      • Grant management
        • How do we set up internal grant application reviews
      • Help lines
        • Adding new staff or volunteers for Helplines
        • Helpline Demo
        • How can I periodically save my Helpline Call Log
        • How can I sign up for a Helpline
        • How do I add a new Volunteer to a Helpline
        • How do I change a client to a volunteer
        • How do I cleanup Caller Conversations (merge, open, close, delete)
        • How do I set up a Helpline
        • How do I set up the Profiles for my Helpline
        • How do I setup Caller Profiles and Conversation Topics for my Helpline
        • How do I use Peer Advisor Subject Matter Expert (SME) Matching
        • How do use Peer Matching favorites
        • How does a Volunteer work the Helpline
        • Why can't I delete my Helpline
      • Memberships
        • How are Newsletters used
      • Volunteerism
        • How can I assign a volunteer to an activity that is not tied to a Community Event
    • Dashboards
      • Account communications
        • How can I add an alternate addressee name to a mailing list
        • How do I get the Contact Types to display in the Call Center
        • How do I use Email Templates and Mail Merges
      • Care management
        • How can I track client and staff member vaccinations
        • How do I enter vaccinations into the Vaccination List
        • How do I use quarantine trackers
      • Dashboards
        • Copying (Pushing) MyDashboard to Other Users
        • How can I add a link to another page on my Dashboard
        • How can I easily see My Clients when I am the Case Manager
        • How can I move a dashboard or metric from one tab to another
        • How can I send an email using an email template
        • How can I set up Favorite pages
        • How can I set up MyDashboard
        • How can I sort Dashboard Panels
        • How do I add a custom dataset to MyDashboard
        • How do I add a dataset to an individual's personal dashboard
        • How do I add the Document Approval widget to my Dashboard
        • How do I change the Dashboard Tab names or sort order
        • How do I enter Workorders from MyDashboard
        • How do I make a specific dashboard tabs visible to users
        • How do I remove a displayed custom query if I cannot access MyDashboard
        • How do I restrict viewing of Activity Dashboard tabs
        • How do I work with the Activity Dashboard and other Dashboards
        • What are some of the Activity Dashboard articles in Knowledge Base
      • Tasks
        • Auto Repeat Tasks
        • How are Service Levels used in Workorders and Tasks
        • How are Task Kanbans used
        • How are Task related privileges enforced
        • How can I use Service Tickets (Tasks)
        • How do I enter and use Workorders
        • How do I restrict Workorder Submittals and Workorder Task Viewing
        • How do I work with Task Kanbans
        • How should I filter the Task List to see workorders and general tasks
        • Task related reserved words used in Notifications
        • When do I use Repetitive or Recurring Tasks
        • Where do I find the locations displayed in Facility Workorders
        • Why does my Apply button stop displaying when creating a Task
      • Transportation management
        • How can I add or remove Transport Request Programs
        • How do I create a Merged route in the Transport Calendar
        • Where are departments setup
      • Wellness checks
        • How can I add website links into the Wellness Check Portal questions
        • 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
        • Where can I track PPD skin tests for TB
    • Engagement
      • Account management
        • Are Account Type Names configurable
        • 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 a Tag to an account
        • How can I add client care resources to a client profile
        • How can I add or identify a client's Supportive Decision Maker
        • How can I capture Account Sex instead of or along with Account Gender
        • How can I capture Guardians on an account
        • How can I designate if a client is registered to vote
        • How can I designate someone is deceased and their cause of death
        • How can I edit Staff Member accounts
        • How can I find Deceased and Inactive Accounts
        • How can I find the files associated with a client
        • 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 can I view a client's full Social Security Number (SSN)
        • How can the system say my staff member is terminated if they display as active
        • How do Access Levels Work
        • How do Account Consents work
        • How do Account Relationships work
        • How do I access and update Driver Authorization Status
        • How do I add a diagnosis code to a client profile
        • How do I add a Tag to an Account Profile
        • How do I add Account Goals for Clients
        • How do I add an Account (Intake Process)
        • How do I add Assessments to Accounts
        • How do I add additional Client Groups
        • How do I add Files to an Account
        • How do I add forms to an account
        • How do I add Nursing Home to Client Housing Living Arrangements
        • How do I add TABS ID Numbers
        • 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 create an Emergency Profile sheet for my client
        • How do I document a client's success story
        • How do I enter a client's transportation needs
        • How do I hide unused Military Options
        • How do I perform an Account Review
        • How do I prefill forms
        • How do I remove someone that no longer works here
        • How do I restrict access to clients and client information
        • How do I review Accounts
        • How do I see if clients are active in Account-Programs
        • How do I set account assessment due dates and frequencies
        • How do I set up Staff Members
        • How do I set up the Account Status Wizard
        • How do I tag an account-program
        • How do I turn on the Residential Relationships in an Account Profile
        • How do I unlock a user's account
        • How do I use a login instead of an email to log into IMPOWR
        • How do I view my account goals
        • How do the reciprocal relationships work on accounts
        • How does the setting Is a Driver work
        • What is the difference between kinds of Relationships
        • Is there a place I can view if my client has programs or services related to their goals
        • What are some of the ways duplicate accounts are identified
        • What determines the sort order for Program Engagements
        • What does the Track on Dashboard flag do on Staff Lists
        • What does View Restricted Clients do
        • What is an Affiliation
        • What is the difference between the 3 family related accounts
        • When someone leaves my organization should I remove them from imPowr
        • Where are some of the settings for the Account Profile Tags
        • Why do I have duplicate External System Mappings
        • Why does my Staff account also display in Non-Client Accounts
      • Applicants and quick referrals
        • How can I create or edit the checklists in an Application
        • How do I setup Quick Referral screening questions
        • How do Submittal Thank You messages get selected
      • Behaviors
        • How do I make changes to the Behavior List
      • Care plans
        • At what point does a SAP show up in the Staff Action - Work Queue
        • Can I access my Staff Action Plan and Monthly Report from the Client Portal
        • Can I capture Fire Drills in Staff Action - Work Queues
        • Can I clear the billable service and rerun auto-calculate billable service
        • 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 are Current Past and Future Bed Checks displayed
        • How are multiple time and supports added for an individual's billing
        • How are Staff Action Plans tied to Care Plans
        • How are the Staff Action Plan Goal Total Opportunities Calculated
        • How can a DSP tell if there is action needed on their notes for their completed Staff Action Plan support
        • How can a non-System Administrator access the Staff Action Billing RuleSet setup screen
        • How can Finance send claims related messages to Program Directors from the Staff Action - Billing Opportunities page
        • How can I access a Staff Action Plan Billing Ruleset from a Program
        • How can I act on multiple Staff Action Claims at one time
        • How can I add a narrative to a Staff Action Monthly Report
        • How can I add a Goal to a Staff Action
        • How can I add a narrative to a Staff Action Monthly Report
        • How can I add a note when capturing performing the Daily Activity
        • How can I add default Approvers to my DDP
        • How can I add default IPOP Approvers
        • How can I add more than 1 daily note action to my Staff Action Plan
        • How can I add or restrict Prompt Levels by Program
        • How can I add SAP Tags to my Staff Action Plan
        • How can I assign a Behavior Category to a Behavior
        • How can I automatically set an End Date for my Staff Action Plan
        • 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 can I change a Staff Action Billable Service after it has been invoiced
        • How can I change Program Session Attendance Statuses
        • How can I change the order of my Staff Supports
        • How can I change the prompt level when auditing a Staff Action Support
        • How can I check if Bed Check Times for Billing are consistent between programs
        • How can I compare a Staff Action Plan to another plan
        • How can I compare my current Staff Action Plan to one previously created
        • How can I compare the settings for my Programs
        • How can I configure the Client Wizard (used when deactivating clients)
        • How can I copy Supports from a Staff Action Plan for another client
        • How can I copy the settings from one Program to another
        • How can I create a Staff Action Plan Daily Note in bulk
        • How can I create and link an IPOP to a Staff Action Plan
        • How can I create multiple Staff Action Plan Notes at the same time
        • How can I customize my Client Document Approval page
        • How can I customize my Staff Action Plan note templates based on my program
        • How can I designate if a SAP Action is a Group Action or not
        • How can I designate if clients in a program require a Life Plan
        • How can I display Client Tags on my Staff Action Plan
        • How can I easily copy my custom Staff Action Plan Support Option settings from my current program to another program
        • How can I easily copy my Staff Action Plan Bed Check Schedule from one program to another program
        • How can I enable PICA Sweeps
        • How can I enter a Life Plan Author who is an organization and not a Staff Member
        • How can I enter a Suggested Service on my Staff Action Plan Note
        • How can I enter approvals on my Client Documents
        • How can I get a Client Attendance Summary to display in the Monthly Report
        • How can I get a Client Financial Summary to display in the Monthly Report
        • How can I get Additional Information to display in the Monthly Report
        • How can I get alerted if I sessions are just short of a full day
        • How can I get Behaviors to display in the Monthly Report
        • How can I get Goal Specific Narratives to display in the Monthly Report
        • How can I get Header Text or a Title to display on the Monthly Report
        • How can I identify the individuals who refused to allow their EVV location information
        • How can I indicate the SAP related service should be audited
        • How can I keep informed of changes made to a Care Plan or a Staff Action Plan
        • How can I let the daily billing rules review and determine the proper Staff Action Billable Service
        • How can I link a Behavior to an Incident
        • How can I make my Care Plan Approver Required
        • How can I make the facility address display on my Monthly Report header
        • How can I only show the time slots when Bed Checks are being perfomed
        • How can I override the DSP Selected Service for a Staff Action Plan action
        • How can I print out my Care Plan or Staff Action Plan related form template
        • How can I quickly access the Billing RuleSet from the Staff Action - Billing Opportunities page
        • How can I quickly approve a Staff Action Plan
        • How can I quickly determine the number of units which will be billed
        • How can I quickly see my Program Operations Settings
        • How can I quickly see the invoiced dollar amount of a Staff Action service
        • How can I quickly see the number of bed checks performed when looking at the Staff Action - Billing Opportunities page
        • How can I quickly see the SAP settings set up for my Programs
        • How can I quickly see who approved the Staff Action Plan
        • How can I quickly see who is missing Medicaid numbers
        • 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 quickly tell if programs have billing rules
        • How can I quickly tell which of my Care Plans are expiring in the next 60 days
        • How can I quickly tell which of my Staff Action Plans are expiring in the next 60 days
        • How can I quickly view a Staff Action Plan support note
        • How can I quickly view Program details from the Staff Action Plan Work Queue
        • How can I require a witness for a Staff Action Plan POMS Goal
        • How can I restrict who can access the Staff Action - Work Queue page
        • How can I review a Staff Action Plan
        • How can I see a Summary of Life Plans and Care Plans
        • How can I see if and when my Staff Action Plan was reviewed
        • How can I see the Staff Supports entered at times inconsistent with the expected time logged in the SAP
        • How can I see who performed a bed check and when it was performed
        • How can I see why Billable Service was not as expected or was Not Billable
        • How can I select a service after the action appears on the Staff Action - Billing Opportunities page
        • How can I select the group size in my Staff Action Plans
        • How can I set a Staff Action Plan Support Group Size
        • How can I set custom data entry options and custom text headers and footers for my Staff Action Plan printouts
        • How can I set up EVV for my program
        • How can I set up Staff Support Notes and Templates for the Staff Action Plan POMS Goals
        • How can I setup Holidays in the system
        • How can I setup Multiple Approvers for a Behavior Support Plan (BSP)
        • How can I setup the Client Portal so Staff Action Plans are displayed
        • How can I setup the possible actions that could occur during Bed Check time slots
        • How can I specify a Program related Action to be used as a Daily Note in Staff Action Plans
        • 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 Tag my Staff Supports
        • How can I tell if there is a missing Medicaid Number
        • How can I tell who entered a note and when on a Shared Action in the Staff Action - Work Queue
        • How can I test the Billing Rules I created for my organization's Staff Action - Billing Opportunities
        • How can I update Staff Action Plans in Bulk
        • How can I update the billing rule 'Supports all start on or after a certain time'
        • How can I view or add behaviors in a Staff Action Plan
        • How can I view other client documents when looking at SAP Actions
        • How can I view Program Sessions from the Staff Action Plan
        • How can I view Staff Action Plans on the Client Portal
        • How can I view the PDF associated with a Behavior Support Plan
        • How can I view the rollup of Accout Behaviors
        • How come my Staff Action Plan doesn't automatically set to Approved
        • How do approver names get added to Life Plans
        • How do Behaviors Work
        • How do I access Bed Checks from a Staff Action Plan
        • How do I account for Staff Activities like documentation and travel in Billing Rulesets
        • How do I activate the Program Operations tab in programs to use in Staff Action Plans
        • How do I add a Facility Inspection to my Staff Action Plan
        • How do I add an Outing to my Staff Action Plan
        • How do I add new Care Plan Tabs or rename existing ones
        • How do I add POMS Factors and Goals to a Staff Action Plan
        • How do I add specific Behavior tracking by Client Account
        • How do I add team approvers to my Life Plan/Care Plan
        • How do I allow Actions to overlap in a Staff Action Plan
        • How do I Approve a Staff Action Plan or provide Feedback
        • How do I Approve or Un-Approve a Staff Action Plan Monthly Report
        • How do I associate Staff Action Plans with a Care Plan
        • How do I attach a form to a Client Document so it can be filled out
        • How do I Audit Staff Action Plan notes
        • How do I bill - in simpler to understand terms
        • How do I capture Travel and Documentation Time in my Staff Action-Work Queue
        • How do I change the name of the Staff Action Bed Check Status
        • How do I change the Start or End Date on a Staff Action Plan
        • How do I choose from the possible Bed Check actions
        • How do I complete a Staff Action Plan POMS action after the scheduled date
        • How do I complete Monthly Tasks in my Staff Action Work Queue
        • How do I configure the Billing Rule Set for my Staff Action Plan
        • How do I control session overlaps
        • How do I copy billing rules
        • How do I create a dashboard report for my Staff Action - Work Queue
        • How do I create a default Life Plan Author
        • How do I create a Staff Action Plan program participation alert
        • How do I create an SAP without POMS Goals
        • How do I create Behavior and Medication Monitoring Plans
        • How do I create Behavior Support Plans and Medication Monitoring Plans
        • How do I create or modify Provider Assigned Goals
        • How do I describe Behavior Support Plan Intensities
        • How do I enable Billing Units rounding for sessions
        • How do I enroll Clients in a Program Session
        • How do I get metrics to display in Program Insights
        • How do I get my IPOP to display in my Staff Action Work Queue
        • How do I get travel and documentation time to display in the Monthly Report
        • 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 know if a Care/Life Plan or SAP can be deleted
        • How do I Lock a Staff Action Plan
        • How do I make a Staff Action Plan program task Individual or Shared
        • How do I make Behavior Intensity and Duration fields Required
        • How do I not bill Bed Checks for someone out of the Facility
        • How do I perform a Bed Check
        • How do I perform an ad hoc billable service as part of my Staff Action Plan
        • How do I reach the Behavior Support Plan (BSP) page
        • How do I require a Staff Member's daily Notes to be audited in a Staff Action Plan
        • How do I require auditing of certain staff member's SAP notes
        • How do I restrict the action list to specific Staff Action Plan priorities
        • How do I restrict User Entries of excessively long Sessions
        • How do I restrict who can access the Staff Action Plan Work Queue
        • How do I see the reason why something cannot be billed
        • How do I select a Billing RuleSet for a Staff Action Plan
        • How do I set or change a Program Billing Interval
        • How do I set session minute alerts so when someone is close to a full or half day
        • How do I set up Activity Time Blocks
        • How do I set up non-POMs Goals for my SAP
        • How do I set up Staff Action Alert Thresholds
        • How do I set up Staff Action Plan Billing Rules
        • How do I set up Staff Action Support Prompt Levels
        • How do I set up the Bed Check Outcomes
        • How do I set up the Support Services used in my Staff Action Plan
        • How do I setup alerts for Program Combinations
        • How do I setup and use Behavior Support Plans
        • How do I setup On-going or As-Needed Staff Action Activity frequencies
        • How do I setup Staff Action Plan Actions to prompt for Daily Notes
        • How do I setup Staff Action Plan Actions to require notes or E-Signatures
        • How do I setup Staff Action Plan form headers and footers
        • How do I setup the Bed Check time slots
        • How do I setup the default Billing for an Individual in a Program
        • How do I specify a timing requirement for an action in my Staff Action Plan
        • How do I track Behavior Intensity
        • How do I turn on and setup Behavior linking in Client Documents
        • How do I turn on Bedroom Sweeps or PICA Sweeps
        • How do I turn on Staff Activity Tracking for Sessions
        • How do I turn on the Program Checklist for my program
        • How do I UnLock a Staff Action Plan
        • How do I view the activities which were completed as part of the Staff Action Plan
        • How do I view the Life Plans/Care Plans for the clients I am Case Manager for
        • How do Owners and Authors of Life Plans differ
        • How do the Staff Action Plan On-going Activities Work
        • How does Behavior Tracking work
        • How does Default to Group Support in the Program Settings work
        • How does Show filter work in the Care Plan Summary
        • How does the Approver Team in the Division screen work
        • How does the configuration setting Restrict Access to Program Staff work
        • How does the EVV Location Work
        • How does the Staff Action Plan Billing Process Work
        • How does the Staff Action Plan Lifecycle Work
        • How is EVV tied to Unit of Service
        • How much text can be entered in a POMS Goal Note
        • Is there a way to let the system set my Care Plan or Staff Action Plan end date
        • On which screens can I view IPOPs
        • How can I choose commonly used audit findings in Staff Action Plan Note Audits
        • Using Behavior Tracking Only client documents
        • What are POMs Factors and Goals
        • What are Quick Incidents and how do I work with them
        • What are some Guidelines for setting up Billing Intervals
        • What criteria is used to show a person on a list
        • What do some of the Billing Rule settings mean
        • What do the Group numbers mean in the Billing Opportunities page
        • What does Override refer to on the Staff Action - Billing Opportunities screen
        • What happened to my Program Operations and Configuration Options
        • What is an example of a Billing Workflow
        • What is needed to do Billing
        • What is one way to troubleshoot billing issues
        • What is the group size for Documentation and Travel
        • What is the overall Staff Action Plan Billing Approach
        • What is the overall workflow for Staff Action Plan Audits
        • What privilege is needed to edit Client Documents
        • What privileges are needed for the icons on the top of the Staff Action Work Queue page
        • What privileges do I need to unapprove Staff Action Plans
        • What security privileges are needed to access the buttons on the top of a Staff Action Plan
        • What staff action work queue security rights do I need
        • When do Staff Action Plans (SAPs) display in the Work Queue
        • When does the Billing Summary Pop-up Alert occur
        • Where are some of the settings that I need
        • Where can I find the Staff Action - Claims page
        • Where can I see the Bed Check outcomes
        • Where can I view the Program Dashboard
        • Where do I setup Group Minutes billing rules
        • Where do I setup my Program
        • Where does the CCO name on the SAP Printout come from
        • Which Staff Action Plans display in the Monthly Report
        • Why am I receiving an error when trying to copy a Life Plan
        • Why can't I delete a Behavior from the Behavior List
        • Why can't I see a client's weekly and daily goals in the SAP Supports
        • Why can't I see the SAPs associated Program name in the Work Queue
        • Why can't I select Billable, Retainer, or Therapeutic services for my Supports
        • Why doesn't a client outing show on the Staff Action Monthly Report
        • Why is my GeoLocation not being captured
        • Why isn't billing for bed checks showing up for a client
        • Why might more than one Staff Action Plan show in the work queue
        • Why we recommend running Billing Rule Tests
      • Client documents
        • How do DDP Dates work
        • How do I copy Client Documents
        • Why don't my documents display in the Client Documents List
      • Client events
        • How do I create a Healthcare Event
      • Client groups
        • Why can't I see a client in the drop-down list to add them to Client Groups
      • 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
        • How do I do an Intake / Referrals process
        • Why don't our prescreener questions appear on the client intake form
      • Internal review comittee
        • How do I assign reviewers for my Internal Review Committee (IRC) reviews
        • How do I set up and work with Internal Review Committee (IRC) reviews
      • Program weekly tracker
        • Weekly Tracker Configuration
        • Weekly Tracker
        • Where do I configure Earnbacks to be allowed
      • Time studies
        • How can I attach a Subminimum Wage Invoice to a Contract
        • How can I designate if someone is a W2 or 1099 employee
        • How can I see the people who can perform the contract's labor
        • How can I see which contract my Time Study is associated with
        • How can I show an aggregated view of the contract invoice
        • How do I add a Subminimum Wage Job Coach or Case Manager
        • How do I do a bulk nominal minimum wage rate increase
        • How do I identify the Programs supporting Time Studies
        • How do I identify the Subminimum Wage Contract Staffing
        • How do I perform a Time Study Test
        • How do I set a Deliverable Type on a Subminimum Wage Contract
        • How do I setup the various Time Study work types
        • How can I create a Work Log associated with a Contract
        • What is the Expiration Filter for on the Time Studies screen
        • Where can I find the Pre-Defined Subminimum Wage reports
      • Treatment plans
        • Treatment Plan Process
    • Finance
      • Entrepreneurial tools
        • How do I add a new Business Unit Customer
        • How do I cancel Pending Orders for a location which has been deactivated
        • 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 use imPowr for my Shredding Business
        • What security rights do I need to turn on auto-refresh for an Entrepreneurial calendar
        • Where do I find the Process Orders settings
      • Financial accounts
        • How can I add instructions to an invoice
        • How can I add Tag to an invoice
        • How do I associate a billing method to a partner organization
      • Ledgers
        • How can I restrict who can view my resident's account ledgers
        • How do I associate a Ledger with a Program
        • How do I use account ledgers
        • How do I use general ledgers
        • What are some of the Financial Ledger articles in Knowledge Base
    • Other
      • General
        • Can I change the From Address on my imPowr generated email?
        • How are some of the icons and fields used in imPowr
        • How can I see who has access to a page
        • How can I tell when my IMPOWR software was last updated
        • How do I work with Quick Referrals
        • Relevant Terms and Acronyms for Aging, Disability, and Health Service Sectors
        • Using an iPad with imPowr
        • What information can I find on the imPowr Toolbar
        • What is Continual Care Solutions
        • What is the process to implement Send Grid
        • Who are we
      • Logins
        • How can I unlock an account
        • How do I log in for the first time
        • How do I reset a user's account password
        • How do I reset a user's locked account
        • How do I setup where General Support requests go
        • How do I setup where Login Support requests go
      • Portals
        • Can I change the name of a portal
        • How can I add an Announcement to the Client Portal
        • How can I only grant access to the Staff Portal for wellness checks and not grant access to the rest of IMPOWR
        • 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
    • Performance
      • Assessments
        • How do I create an account assessment
        • How do I create an organizational assessment
        • How do I create Assessments
        • How do I edit grid settings in an assessment
        • What are some of the Assessment Tool articles in Knowledge Base
      • Communication
        • Questions about Secure Messaging
      • Compliance
        • Can I get an overview of Incidents
        • How can I tell which incidents occur most often in my organization
        • How do I notify others about an incident
        • How do I use the location roles in incidents
        • What is the difference between the Concerns and Complaints
      • Data
        • Data cleanup
          • How do I merge accounts
        • Imports
          • How do I create and post a Metric Form
          • How do I create Member Survey (Metric) Forms
          • How do I import staff lists
          • How do I import Survey Results from Other Systems
          • How do I make changes to a previously submitted Metric Form
          • How do the Data Merge modes work with Imports
          • Is there a way to see the file import script and data definitions
          • What are the Import File Merge Modes
          • What is the CCS Data Import Process
          • What should I do to prepare my data for import into imPowr
      • Fillable forms
        • How does the fillable form process work
      • Forms
        • Account Form Reconciliation / Comparisons
        • Form Tips
        • How can I add a QCode with Conditional Logic
        • How can I get my radio buttons input methods to return text instead of values
        • How do I get QCodes to redirect to a new question
        • How do I prefill forms
        • How come I can't map fields to forms
        • What does the Form Print View Show
      • Incidents
        • How do I how a change what a person involved in an incident is called
        • How do I link a Healthcare Event to an Incident
      • Learning management system
        • How can I create an exam
        • 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
        • Learning Management System Overview
      • Quality audits
        • How can I use Case Audits
        • How do Case Audits work
      • Survey forms
        • How can I create a link to my survey
        • How do I change the value of a survey question choice
        • How do I get the QR code to reflect the proper survey link
        • How do I work with Surveys so a response to one question triggers other questions to appear
        • Why can't I add a signature block to my form
    • Release notes
      • A Guide to IMPOWR UI Updates
      • Release note summaries
        • Release Note Summary 1.21.06.00
        • Release Note Summary 1.3.50
        • Release Note Summary 1.3.56
        • Release Note Summary 1.3.59.2
        • Release Note Summary 1.3.60
        • Release Note Summary 1.3.61
        • Release Note Summary - 1.20.0.15
        • Release Note Summary - 1.20.10.02
        • Release Note Summary - 1.20.11.01
        • Release Note Summary - 1.20.12.02
        • Release Note Summary - 1.20.14.02
        • Release Note Summary - 1.20.15.03
        • Release Note Summary - 1.20.15.22
        • Release Note Summary - 1.20.15.41
        • Release Note Summary - 1.20.16.12
        • Release Note Summary - 1.20.17.12
        • Release Note Summary - 1.20.19.03
        • Release Note Summary - 1.20.2.00
        • Release Note Summary - 1.20.20.15
        • Release Note Summary - 1.20.21.10
        • Release Note Summary - 1.20.2.17
        • Release Note Summary - 1.20.23.02
        • Release Note Summary - 1.20.23.20
        • Release Note Summary - 1.20.24.15
        • Release Note Summary - 1.20.26.01
        • Release Note Summary - 1.20.27.00
        • Release Note Summary - 1.20.28.00
        • Release Note Summary - 1.20.29.00
        • Release Note Summary - 1.20.30.00
        • Release Note Summary - 1.20.31.00
        • Release Note Summary - 1.20.3.19
        • Release Note Summary - 1.21.00.00
        • Release Note Summary - 1.21.01.00
        • Release Note Summary - 1.21.02.00
        • Release Note Summary - 1.21.03.00
        • Release Note Summary - 1.20.4.04
        • Release Note Summary - 1.20.5.03
        • Release Note Summary - 1.20.5.30
        • Release Note Summary - 1.20.7.00
        • Release Note Summary - 1.20.7.14
        • Release Note Summary - 1.20.7.22
        • Release Note Summary - 1.20.8.00
        • Release Note Summary - 1.20.8.20
        • Release Note Summary - 1.21.04.00
        • Release Note Summary - 1.21.05.00
        • Release Note Summary 1.3.07.10
        • Release Note Summary 1.3.09.00
        • Release Note Summary 1.3.10.3
        • Release Note Summary 1.3.11.0
        • Release Note Summary 1.3.14.01
        • Release Note Summary 1.3.15
        • Release Note Summary 1.3.16
        • Release Note Summary 1.3.17
        • Release Note Summary 1.3.18
        • Release Note Summary 1.3.19
        • Release Note Summary 1.3.20
        • Release Note Summary 1.3.22
        • Release Note Summary 1.3.23
        • Release Note Summary 1.3.24
        • Release Note Summary 1.3.25
        • Release Note Summary 1.3.26
        • Release Note Summary 1.3.27
        • Release Note Summary 1.3.28
        • Release Note Summary 1.3.29
        • Release Note Summary 1.3.30
        • Release Note Summary 1.3.31
        • Release Note Summary 1.3.32
        • Release Note Summary 1.3.33
        • Release Note Summary 1.3.34
        • Release Note Summary 1.3.35
        • Release Note Summary 1.3.36
        • Release Note Summary 1.3.37
        • Release Note Summary 1.3.38
        • Release Note Summary 1.3.39
        • Release Note Summary 1.3.40
        • Release Note Summary 1.3.41
        • Release Note Summary 1.3.42
        • Release Note Summary 1.3.43
        • Release Note Summary 1.3.44
        • Release Note Summary 1.3.45
        • Release Note Summary 1.3.46
        • Release Note Summary 1.3.47
        • Release Note Summary 1.3.48
        • Release Note Summary 1.3.49
        • Release Note Summary 1.3.51
        • Release Note Summary 1.3.52
        • Release Note Summary 1.3.53
        • Release Note Summary 1.3.54
        • Release Note Summary 1.3.55
        • Release Note Summary 1.3.56
        • Release Note Summary 1.3.57
        • Release Note Summary 1.3.58
        • Release Note Summary 1.3.59
        • Release Note Summary 1.3.07.00
        • Release Note Summary 1.3.21
        • Release Notes Summary 1.21.07.00
        • Release Notes F.A.Q.
        • Release Notes Summary 1.21.08.00
        • Release Notes Summary 1.21.09.00
        • Release Notes Summary 1.21.10.00
        • Impowr release 1.10.xx through 1.19.xx
          • Release Note Summary - 1.19.0.08
          • Release Note Summary - 1.18.0.19
          • Release Note Summary - 1.17.0.02
          • Release Note Summary - 1.18.0.29
          • Release Note Summary - 1.18.0.04
          • Release Notes 1.10.1.02
          • Release Notes 1.10.5.03
          • Release Notes 1.10.7.01
          • Release Notes 1.10.8.04
          • Impowr release 1.11.xx through 1.14.xx
            • Release Notes 1.11.0.02
            • Release Notes 1.14.0.02
          • Impowr release 1.15.xx
            • Release Notes 1.15.0.05
            • Release Notes 1.15.2.00
            • Release Notes 1.15.3.19
            • Release Notes 1.15.5.08
            • Release Notes 1.15.9.05
            • Release Notes 1.15.9.19
        • 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
          • imPowr Release 1.2.56
          • imPowr Release 1.2.57
          • imPowr Release 1.2.58
          • imPowr Release 1.2.62
          • imPowr Release 1.2.63
          • imPowr Release 1.2.64
          • imPowr Release 1.2.66
          • imPowr Release 1.2.67
          • imPowr Release 1.2.68
          • imPowr Release 1.2.70
          • imPowr Release 1.2.72
          • imPowr Release 1.2.73
          • imPowr Release 1.2.74
          • imPowr Release 1.2.75
          • imPowr Release 1.2.76
          • imPowr Release 1.2.77
          • imPowr Release 1.2.78
          • imPowr Release 1.2.79
          • imPowr Release 1.2.80
        • Impowr release 1.3.xx
          • imPowr Release 1.3.00.25
          • 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 1.3.03.00
          • 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 1.4.xx through 1.8.xx
          • Release Notes 1.4.00.01
          • Release Notes 1.4.03.00
          • Release Notes 1.4.05.00
          • Release Notes 1.4.09.07
          • Release Notes 1.4.14.05
          • Release Notes 1.4.18.14
          • Release Notes 1.4.22.03
          • Release Notes 1.4.29.09
          • Release Notes 1.8.01.00
          • Release Notes 1.8.03.00
          • Release Notes 1.8.04.00
        • Impowr release 1.9.xx
          • Release Notes 1.9.00.07
          • Release Notes 1.9.04.00
          • Release Notes 1.9.09.00
          • Release Notes 1.9.10.00
          • Release Notes 1.9.16.03
          • Release Notes 1.9.18.02
          • Release Notes 1.9.22.02
          • Release Notes 1.9.23.01
          • Release Notes 1.9.25.11
          • Release Notes 1.9.27.00
    • Resources
      • Assets
        • Auto Repeat Tasks
        • How do I add attributes to my vehicles
        • How do I allocate Transportation trip costs to a Department
        • How do I keep track of assets
        • How do I perform a vehicle Inspection
        • How do I set up Vehicle attributes
        • How do I set up Vehicle Inspections
        • How do I work with Vehicle Related Tasks
        • Updating Vehicle Mileage for Many Vehicles
        • Updating Vehicle Mileage
        • What does the Asset screen consist of
        • Why can I check out an already checked-out vehicle on the vehicle usage tab
      • Courses
        • How can I do exams in IMPOWR
        • How do I add tags to courses
        • How do I register for a Course using the Registration Portal
      • Facilities
        • Facility Inspections - from Setup to Completion
        • How do I access external Facility Inspections
        • How do I perform facility move-in, move-out, and other types of facility inspections
        • How do I set up inspection instructions
        • How do I track Inventories related to People and Facilities
      • Organizations
        • How can I add a procurement method to an organization
        • How can I configure the Organization Provider Panels
        • How can I edit Organization categories
        • How do I add a new vendor
        • How do I add Insurance Policies
        • How do I add Organizations (Referral Sources)
        • How do I create and manage organizational charts
        • How do I edit an Organizational Chart
        • How do I edit the Organization Profile Categories
        • How do I establish management roles
        • How do I update the organization division and the program pre-screening question list
        • What are some of the Organization articles in Knowledge Base
        • What is the difference between Partners and Organization Groups
        • How do I change the Screening Questions used for Quick Referrals
      • Physical resources
        • How can I have users acknowledge the equipment they've received
        • How do I add Equipment Attributes
        • How do I assign a Key to a Client
        • How do I create tasks for my housing facility
        • How do I set up a Facility and Site/Location
        • How do I work with Equipment
        • How do I work with Keys
        • How do I work with Part Inventories
        • Managing Facility Maintenance Tickets and Activities
        • Supplies Ordering using Workorders -from start to finish
        • Tracking Supply Quantities
      • Programs
        • Are Program Account Inconsistency Checks related to those in Applications
        • Can I reset someone's signature on a program document they signed
        • Can Individual Accounts (Non-client, non-staff) be added to a workflow
        • Creating Program Workflow Banners
        • How can I change a Program's Agency Case Number to be 1 segment versus 3
        • How can I send emails to the Clients in my program
        • How can I setup and use Program Checklists
        • How do Date Rules work on programs
        • How do I add a Client to a program
        • How do I enter Program Comments
        • How do I setup a program
        • How do I setup the Reasons for Living
        • How do I use tags for Program Engagements
        • How do non-Staff Action Bed Checks work
        • How is the 'Auto' used in Key Dates
        • Is there a way I can quickly see the participation in my programs
        • Is there a way to update the status of all participants in a program at once
        • Is there any difference between client and program documents
        • Overview of Account Program Statuses
        • Where do I configure my Program settings
      • Workforce, staff teams groups
        • Can I use staff teams to check the wellness checks of only some of my organization's supervisor's direct reports (so I don't have to review the direct reports of all of the supervisors)
        • How can I create a staff team or staff group
        • How can I learn about Medication Administration Credentialling and Med Errors
        • How can I send an email to members of my staff team
        • How can I work with Medical Credentialing
        • How do I add a new category or tab for Staff and Group Teams
        • How do I set up Program Insight Scoring Tools
        • What are client and staff teams used for
        • What does Medication Error Scoring ‘Cutin’ date refer to
        • What does the system look for to activate the Memo button on the Medication Scoring page
        • Why can't I edit my Staff Medication Errors page
    • System
      • Account roles
        • An Account Role User Guide
        • Do Dashboard Workflows apply to Client Account Roles
        • How do Child Account Roles work
        • How do I add the .xls export button to a page for an account role
        • How do I change my Account Role
        • How do I limit the Non-Clients account list to Individual Accounts only
        • What does the General - Dashboard Administration functional right control
        • What is the Entity Right: Matching Profile
        • What is the Extended Data Quality Tools functional right used for
        • What privilege do I use to get the Add button on Non-Client Accounts
        • Why do I get an error when trying to import account roles
      • Configuration
        • Are any Menu Builder changes captured in the Audit Trail
        • How can I automatically log a user out of imPowr after a certain amount of inactivity
        • How can I set up the ability for a user to be able to export data from imPowr
        • How do I change Account Roles
        • How do I configure the similar name check
        • How do I create a custom banner for users in IMPOWR
        • How do I create a Custom Menu
        • How do I create and assign Account Roles
        • How do I create links to pages and documents
        • What are some of the Configuration articles in Knowledge Base
        • What does toggling on/off in the Program Rights window do
        • Where do I enter the points for Medical Error Scoring
        • Where do I go to configure my imPowr instance
        • Why does the system automatically log me out
        • Why doesn't imPowr remember my Account Role
        • Why doesn't my Time Zone update
      • Data management
        • How do I find accounts with missing email addresses
        • How do I improve my data quality
        • How do I sort Custom Fields (UDFs)
        • How is my organization identified for reports
        • What is the impact of changing the UDF Value Type
        • What is the minimum information I need to provide to get client and staff member data loaded into my new imPowr instance
      • It management
        • How can I set up the system to remember my Login
        • How do I communicate the shared Entra secret
        • Why am I seeing Missing Audit Trail entries
      • Marketplace
        • How do I use the Dashboard Marketplace
      • Notifications
        • Are any fields required for Scheduled Applicant Notification Policies
        • How do I get notified each time a file is uploaded to an account
        • How do I set up a Scheduled Notification
        • How do I set up an Activity Notification
        • How do I set up an Audit Notification
        • How do I set up notifications
        • How do I trigger a notification upon completion of a workflow step
        • How do I use Notification Policy Entity Qualifier Reserved Words
        • How long does the link in my notification policy last
        • How long does the link in my Secure Message last
        • What are some of the Notification articles in Knowledge Base
      • Policies, sop's, and form letters
        • How can I search for SOP documents
        • How can I update SOP documents in imPowr
        • How do I add Updated or Reviewed SOPs
        • How do I remove an SOP document
        • How do I work with policies and procedures
        • What are some of the Policy, SOP, and Form Letter articles in Knowledge Base
        • Where do I store SOP and other important documents in imPowr
      • Portals
        • What are the 2 different versions of the Registration Portal
        • Why don't my Files to Upload display on my Application
      • Projects
        • How can I manage Team Projects
      • Support
        • Can I access imPowr from any device
        • Common Medical Abbreviations
        • How can I access Knowledge Base Documents
        • How do I customize the login screen user help link
        • How do I know what has been updated/released in my instance
        • How do I log into IMPOWR
        • How do I report an issue or submit a new feature idea
        • How do I use the issue tracker
        • Is it okay if I use the back arrow on my computer instead of the Return or Close button
        • What are some IMPOWR Quick Tips
        • What are some Pro Tips to use
        • What are the top 1,000 most commonly used passwords, which are not allowed in imPowr
        • What do some of the buttons mean in IMPOWR
        • What do some of the error codes mean
        • What is the difference between the Apply and the Save buttons
        • What is the process to implement Send Grid
        • What options do I have for data recovery
        • Where can I find HIPAA and other privacy or security information
        • Why do some fields in imPowr have a blue bar next to them
        • Why does IMPOWR need to reconnect to the server
        • Why won't the phone number I entered save
      • Workflows
        • How can I easily understand how Program Workflow Stages work
        • How do I display a survey in the Action Form list in the Program Workflow Survey/Form panel
        • How do I establish goals on the employment workflow
        • How do I work with program workflows
        • How to Schedule Appointments and Reschedule with New Options in Workflows
        • Is there a way I can review a summary report of an Employment Workflow
        • Which Logo applies to the Printout Header
    • Technical notes
      • Technical Summary 7-14-25

    What are some of the Contract articles in Knowledge Base

    What are some of the Contract articles in Knowledge Base?

    This article lists some of the Contract related articles in Knowledge Base.

    Articles:

    • How do I prepare a contract
    • Can I copy the contract address information into the contract billing address
    • How do I sign unsign a contract document
    May 15, 2026
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