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Client Profiles

How to search for an existing client

Step 1: To search for an existing client, first open the “Clients" Form by clicking “Settlement” on the yellow navigation...

How to do a client intake/registration?

Step 1: To open the client intake form, click "Settlement" on the yellow navigation bar in the top left corner,...

How to add a member to a client file

Step 1: To get started on adding a new family member to a client file, you need to first select...

How to enroll a client in a program(s)?

The Program Enrollment form determines which programs can be selected during the creation of service records. When creating a service...

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

This article is for configurations that do not use CARMIS' Housing module. If your agency has this module enabled, please...