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Client Profiles
How to search for an existing client 📹
How to search for an existing client
How to manage waitlisted clients
The Waitlist form allows you to create profiles for individuals waiting to receive your agency’s services. When the individual eventually...
How to do a client intake/registration 📹
How to add a new client profile in CARMIS
How to add a member to a client file
A family file is a CARMIS feature that enables you to easily record assessments and services for families or members...
How to enroll a client in a program 📹
Video TutorialVideo TutorialThe Program Enrollment form determines which programs can be selected during the creation of service records. When creating...
How to split members into independent files
The Split Member feature allows you to split a member of an existing client file into their own independent file....
How to merge client files
The merge feature allows you to move a client to a different family file. This can be used if, for...
How to update the address of a client
How to update the address of a client
How to fix duplicate client profiles
Occasionally, you may find that a duplicate client profile was created by accident for a client that already exists in...
How to Manage Historical Changes to a Client’s Canadian Status
As clients receive services over time, their Canadian immigration status may change, impacting their eligibility under different funders. CARMIS automates...