Client Profiles

How to search for an existing client

The Waitlist form allows you to create profiles for individuals waiting to receive your agency’s services. When the individual eventually...

How to add a new client profile in CARMIS

A family file is a CARMIS feature that enables you to easily record assessments and services for families or members...

Video TutorialVideo TutorialThe Program Enrollment form determines which programs can be selected during the creation of service records. When creating...

The Split Member feature allows you to split a member of an existing client file into their own independent file....

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

Occasionally, you may find that a duplicate client profile was created by accident for a client that already exists in...

As clients receive services over time, their Canadian immigration status may change, impacting their eligibility under different funders. CARMIS automates...