How to guides by modules

How to: Log in

• Setting up your IMPaCT application Login
• Troubleshooting Logging into the App using MFA

How to: Reporting

• Reporting: Orientation to the Reporting module, 06.2026 update
• Outreach Report
• Activity Report
• Progress Report
• Closeout Report

How To: Enrollment Planner

• Enrollment Planner: Overview
• Enrollment Planner: Setting an Enrollment Period and Goals
• Enrollment Planner: Creating enrollment events for your team
• Enrollment Planner: Viewing the enrollment tracker bar

How To: Clients

• 07.2026 How to use AI Scribe
• 07.2026 How to Create a Note from the Client List
• 07.2026 Client list: Default view
• Notes: Creating a Note in the Client Chart, 06.2026 update
• How to document common encounter types, Z-codes and editing notes 06.2026 Update
• How to log a Manager Review 06.2026 Update

See all 26 articles