KnowledgeBase
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KnowledgeBase
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Community
Community
Board management
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
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
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
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
Grant management
How do we set up internal grant application reviews
Help lines
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
Memberships
How are Newsletters used
Volunteerism
Volunteerism
How can I assign a volunteer to an activity that is not tied to a Community Event
Dashboards
Dashboards
Account communications
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
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
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
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
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
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
Engagement
Account management
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
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
Behaviors
How do I make changes to the Behavior List
Care plans
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
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
Client events
How do I create a Healthcare Event
Client groups
Client groups
Why can't I see a client in the drop-down list to add them to Client Groups
Intake
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
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
Program weekly tracker
Weekly Tracker Configuration
Weekly Tracker
Where do I configure Earnbacks to be allowed
Time studies
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 plans
Treatment Plan Process
Finance
Finance
Entrepreneurial tools
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
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
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
Other
General
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
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
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
Performance
Assessments
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
Communication
Questions about Secure Messaging
Compliance
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
Data cleanup
Data cleanup
How do I merge accounts
Imports
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
Fillable forms
How does the fillable form process work
Forms
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
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
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
Quality audits
How can I use Case Audits
How do Case Audits work
Survey forms
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
Release notes
A Guide to IMPOWR UI Updates
Release note summaries
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
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
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
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.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.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
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
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
Resources
Assets
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
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
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
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
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
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
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
System
Account roles
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
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
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
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
Marketplace
How do I use the Dashboard Marketplace
Notifications
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
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
Portals
What are the 2 different versions of the Registration Portal
Why don't my Files to Upload display on my Application
Projects
Projects
How can I manage Team Projects
Support
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
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 notes
Technical Summary 7-14-25
How do I use tags for Program Engagements
