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Help Topics
Getting Started With CARMIS
3 Articles- How to access CARMIS using browser?
- How to install CARMIS on Windows devices?
- How to install CARMIS on Mac devices?
Get to know CARMIS
4 Articles- Introduction to the Toolbar
- Introduction to the Menu Bar
- How to change the user password?
- How to add filters in CARMIS
Client Profiles
7 Articles- How to search for an existing client
- How to do a client intake/registration?
- How to add a member to a client file
- How to enroll a client in a program(s)?
- How to split members into independent files
- How to merge client files
- How to update the address of a client
1-on-1 Services and Assessments
3 ArticlesEvents and Sessions
3 Articles- How to create an event or a group session?
- How to register clients for an event
- How to mark attendance for sessions?
Reporting in CARMIS
4 Articles- How to generate a report in CARMIS
- How to save/publish a report in excel or PDF format
- Accessibility tools when viewing reports
- How to filter reports