How To Add A New NAARS Assessment To A Client
Step 1: Using the top navigation menu, navigate to Client > Client Profile (28).
Step 2: Search for a client profile for which you would like to do a NAARS assessment on.
Step 3: Once you have selected a client, navigate to Assessments > NAARS Assessments (295). Please note: If your data is from before April 1, 2025, continue using 'NAARS Assessment (OLD) (4099).' For new data entered on or after April 1, 2025, use 'NAARS Assessment (295).'
This will open a form listing any existing assessments, as shown below.
From the bottom action bar, click on the 'New NAARS Assessment' button to make a new assessment. Once clicked a new window up will open.
Step 4: If your client does not have an existing assessment, then CARMIS will provide a pop-up, asking if you would like to create a new assessment. Click on the 'Create New Assessment' button.
Step 5: Once clicked, a new window will open. You can now start entering data for the assessment.
Goals
In this this tab you can structure goals based on the outcomes of the assessment process.
Step 1: Click on the drop-down menus in the Short, Medium, or Long-Term sections and select your goal.
If your agency has multiple goals, click the Short, Medium, or Long 'Bulk Select Goal' buttons to open a window where you can select multiple goals at once for easier access.
Please note: You cannot select more than 4 goals.
Life In Canada
In this tab you can identify the clients needs for life in Canada.
Step 1: Select the clients needed checkbox(s) and click on the drop down to select a referral as well.
Step 2: If the client has Life In Canada assets, you can also select them through the drop down.
Employment
In this tab you identify the clients employment needs.
Step 1: Select the clients needed checkbox(s) and click on the drop down to select a referral as well.
Step 2: If the client has employment related assets, you can also select them through the drop down.
Language and Literacy
In this tab you identify the clients language and literacy needs.
Step 2: If the client has employment related assets, you can also select them through the drop down.
Step 6: After all data has been filled out, click on the 'Save' button to save your changes.
Step 7: After you have saved the NAARS assessment you can make printable copies of the assessment. To do so, click on either 'Print Action Plan (PDF)' or 'Print Action Plain (Word)' from the bottom action bar. Clicking the buttons will download a copy of the assessment to your computer.
Clicking 'Email Action Plan (PDF)' will open email clients form. From there you can email out the assessment pdf. If you would like to learn more about Email Clients, please check out our article on: How to send emails from within CARMIS
How To Update A NAARS Assessment
Step 1: Using the top navigation menu, navigate to the Assessments > NAARS Assessments (295).
Step 2: Click on the 'Search' button located on the toolbar and search for a client you would like to update the NAARS Assessment of.
Step 3: Once you have selected a client click on the icon in the 'Update' row of the grid.
Step 4: Once clicked, a new window will open. You can now start updating the assessment.
Step 5: Once you have made you change, click on the 'Save' button to save your changes.
How To do A NAARS follow-up Assessment
Step 1: Using the top navigation menu, navigate to the Assessments > NAARS Assessments (295).
Step 2: Click on the 'Search' button located on the toolbar and search for a client you would like to create a follow up assessment of.
Step 3: Once you have selected a client, click in the bottom action bar 'Record A Follow-up' button.
Step 4: Once clicked, a new window will open and you can now start entering data for the follow up assessment. Please note: You will not be able to select the client's needs again. Additionally, the 'Progress Summary' drop-down menu will replace 'Support Services Required' and 'Settlement Plan Created?'
Step 5: Once you have made you change, click on the 'Save' button to save your changes.