CARMIS Ecosystem Builder
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Funders
Key Capabilities
Programs
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CARMIS ECOSYSTEM — Your Agency
A unified view from intake to services, reporting, and stakeholders
Province: — Funders: — Multiple Offices / Locations
Reception and Intake
CARMIS supports clients in Canada and abroad (pre-arrival).
New / Existing Client Referring Agency
Client Intake
Online Intake
Internal Referral
External Referral
Eligibility Rules
Program Waitlist
Document Uploads
1 TB Storage e-signing Digital ID
Canadian Status

Real-time service eligibility sync with client status changes.

Sync Compliance
Data Layer

Role-based user access permissions (RBAC), saved layouts, and secure outputs for teams and funders.

Goal Setting
CARMIS supports clients in Canada and abroad (pre-arrival).
Needs Assessment
Define Goals
Create Action Plan
Feedback Loop
Assessments
(program specific)

Capture structured assessments tied to each program workflow and outcomes.

Agency Programs
Programs, workflows, and privacy
No programs added yet
Multi-agency funding per program

Program-level configuration supports distinct funder rules, outputs, and workflows.

Client’s Case Binder
360° Unified View Across Programs
One-to-One Services
Group Services
Appointments
Follow-ups / Reminders
Core Built-In Features
Lower Operational Costs, Higher Impact
Groups • Events • Language Classes (LINC)
Offline Registrations
Recurring Events
Drop-ins
Bulk Emails
Online Registrations
QR Code Attendance
Smart Tags & Templates
Event Case Notes
Waitlist Management
Support Services
Custom Reports
Agency requirements and funder formats

Dashboards / Graphs / Charts + Advanced tabular reporting.

IRCC iCARE Bulk Uploads
Provincial Reporting
Dashboards / Graphs / Charts
Advanced Tabular Reports
Custom Reports Export Reports
Stakeholders
Volunteers
  • Profile
  • Hours Tracking
  • Matching
  • Issue Certificate
Employers
  • Directory
  • Placements
  • Mentorship
  • Relationship Building
Staff
  • Indirect Services
  • Appointment Management
  • Access Management
  • Unified Calendar
Referrals
  • Partners (Referral, LIP)
  • Interpreters, Vendors
  • Contractors
  • Program Assignment
Sponsors
  • CG Groups
  • SAH
  • Applications Tracking
  • Case Management
Generated by CARMIS Ecosystem Builder
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