Client Profiles

How to search for an existing client

Click here to see our Video Guide!Step 1: To search for an existing client, first open the “Clients" Form by...

Step 1: To get started with adding a new client, navigate to Clients > Clients (28) on the yellow navigation...

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

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

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...

Prerequisites: Step 1: To update the address of a client, the first step is to perform a search. To review...

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