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Help Topics
Getting Started With CARMIS
3 Articles- How to access CARMIS using a browser
- How to install CARMIS on Windows devices
- How to install CARMIS on Mac devices
Get to know CARMIS
4 Articles- Introduction to the Toolbar
- Introduction to the Menu Bar
- Introduction to filters in tables and grids
- How to change your password 📹
Client Profiles
10 Articles- How to search for an existing client 📹
- How to manage waitlisted clients
- How to do a client intake/registration 📹
- How to add a member to a client file
- How to enroll a client in a program 📹
- How to split members into independent files
- How to merge client files
- How to update the address of a client
- How to fix duplicate client profiles
- How to Manage Historical Changes to a Client’s Canadian Status
Events and Sessions
8 Articles- How to create an event or a group session 📹
- How to update an existing event schedule (add, remove sessions)
- How to register clients for an event 📹
- How to mark attendance for sessions 📹
- How to record childcare services at an event session
- Event attendance notes overview
- How to upload attendance from Zoom or MS Teams
- How to create an online registration form for an event
Case Notes
3 Articles- How to add a one-to-one service (client casenote) 📹
- How to update a one-to-one service (client) 📹
- How to record non-client services
Bulk Emails
2 Articles- How to send emails from within CARMIS
- How to Authorize your email account to send emails from CARMIS
Documents Management
3 Articles- How to upload documents
- How to effectively manage documents after uploading
- How to customize file selection
Housing
5 Articles- How to add/view a rent assessment
- How to perform a move-in or move-out
- How to add new Maintenance Request activities in CARMIS
- How to add new Facility Services activities in CARMIS
- How to add new Service Providers in CARMIS
Employment
2 ArticlesReporting in CARMIS
4 Articles- How to generate a report in CARMIS
- How to save/publish a report in excel or PDF format
- Accessibility tools when viewing reports
- How to filter reports