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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
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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
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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
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1-on-1 Services and Assessments
3 Articles
How to add a one-to-one service
How to update a one-to-one service
How to do a NAARS assessment
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Events 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
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Housing
2 Articles
How to add/view a rent assessment
How to perform a move-in or move-out
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Employment
2 Articles
How to record a client’s placement (employment services)
How to do IRCC’s bulk upload for employment
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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
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IRCC Bulk Uploads
1 Article
How to do IRCC’s bulk upload for employment
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Third Party Installations
2 Articles
How to download and install Microsoft Teams on your computer
How to change your work account password for Microsoft Teams
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Popular Articles
How to install CARMIS on Windows devices
How to change your work account password for Microsoft Teams
How to access CARMIS using a browser
How to generate a report in CARMIS
Introduction to the Toolbar
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