Account Management
Articles
- 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 additional Client Groups
- How do I add an Account (Intake Process)
- How do I add Assessments to Accounts
- 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
- 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 kinds of Relationships
- 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