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Agency Configurations

Event attendance notes overview

Event attendance notes allow you to record notes about the attendance of any client registered for a given session. Notes...

User and License Management

This article is only applicable to administrators. This article will show how administrators can add, update, and deactivate user accounts,...

How to Add a New Activity

CARMIS enables administrators to manage and configure agency activities used for reporting and program tracking. The “Agency Activities” section allows...

How to Manage Referral Partners in CARMIS (Refer to)

CARMIS allows administrators to control the referrals list that appears under "Refer To" fields under various forms. The administrators can...

How to Add Referring Agencies in CARMIS (Refer by)

Configuring Options for "Refer By" (referrals from other agencies)Step 1: Using CARMIS's toolbar, enter the ID '601' in the ID...