Client Profiles

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

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

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...

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