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Register a New Client

Category: New and Returning Clients

Learn how to add a new client to the OCMS.  Use the Find Client search page to see if your Client has a Profile on the system before you create a new Client Profile. Start Here From the sidebar, go to the My Tasks menu and click on Register New Client. Instructions and Definitions Client Type Cho...

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Manage Agency Programs - adding programs

Category: Customizing OCMS Content

Learn how to create and add staff to Agency Programs. For more information about Agency Program Security review this article. NOTE: an agency program only needs to be created once, then all staff member will be added to this program Every staff member has to be attached to at least one Agency Prog...

4,088
(226)
Create a Session

Category: Sessions

The Session form is the folder that holds all of the client interaction details including logistics and Service forms. Instructions and Definitions You will create a new Session every time you provide one or more Services to a Client (i.e. during a one-to-one meeting, language training activity or...

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Sessions Running Multiple dates

Category: Group Activities

Sessions Running Multiple dates You have two choices for reporting about group activities running multiple dates. 1. You can create one record for series of sessions if the same participants attended all sessions: The start date would be the date of the first session, the end date would be the date ...

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What you as an Admin needs to remember.

Category: Customizing OCMS Content

1. Please open a ticket to add users or put users on hold while on leave. 2. When staff leaves your agency, please open a ticket to have this user de-activated in OCMS.  If the user is not de-activated at our end they will still have access to your client data. If you need to check to see your activ...

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Delete Client UID

Category: Customizing OCMS Content

The Delete ID tool is processed by the agency admins only. This operation is permanent and can’t be undone. This tool will allow you to remove client identifiers from your clients if they are not getting services after the certain date. Please refer to your contribution agreement with IRCC if you ne...

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