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Help Topics
Getting Started With CARMIS
3 Articles- How to access CARMIS using a 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 your password
- How to add filters in CARMIS
Client Profiles
8 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
- How to split members into independent files
- How to merge client files
- How to update the address of a client
- How to fix duplicate client profiles
1-on-1 Services and Assessments
3 ArticlesEvents and Sessions
5 Articles- How to create an event or a group session
- How to register clients for an event
- How to mark attendance for sessions
- How to customize an existing event schedule
- How to record childcare services at an event session
Employment
2 Articles- How to record a client’s placement (employment services)
- How to do IRCC’s bulk upload for employment