Use the Find Client search page to see if your Client has a Profile on the system before you create a new Client Profile.
From the sidebar, go to the My Tasks menu and click on Register New Client.
Choose Named Client if you are recording detailed information about your Client. If not use the Anonymous Client Form.
An Anonymous Client Profile cannot be changed to a Named Client. If changes are required a New Named client must be created.
Ensure your Client has read your agency's Privacy/Confidentiality Statement and that they understand their data is being recorded into the OCMS. Click on Yes from the drop-down menu to confirm that your Client has read and understood your agency's statement.
Follow the instructions below to fill out a Client Profile form and save it to the OCMS.
All fields shaded in Green are required by OCMS.
All fields shaded in Yellow are required if this Client's information will be used for iCARE reporting.
Click on the drop down arrow button when entering dates to get a clickable calendar. The double arrows move back or forward by year and the single arrows move back and forward by month.
If the Client answer's Yes to Consent for Future Research:
If the Client answer's No to Consent for Future Research:
In this section, you will be able to see all connected Family Members. You can add additional Family Members by clicking on 'Create New Family Member' available at the top of the page. Some fields will be pre-populated for another family member (such as Last Name, Landing Date, Arrival Date, Re-entry Date, Preferred Official Language, Country of Origin, Last Residence, Immigration Class, Contact Information, etc).
You can access Profiles and Dashboards for the Family Members from this table.
You must have a valid Client Identifier for iCARE reports. OCMS cannot validate identifiers. Click on Client Identifier Descriptions to review iCARE specific Client Identifiers.
To fulfill iCare requirements, you should select at least one of the (3) identifiers listed below:
If a client ID number is duplicated, the OCMS system will alert you with the potential duplicate identities:
This section only applies to Clients who have visited your Agency before the start of OCMS. Only change the status to Returning if it applies to the Program you work for.
Please note: If the Client is new to the Agency then you do NOT have to touch this section. The system will count all Services accordingly.
Safe to contact check box has been added to the Email and Telephone Number fields. Please confirm with the client that the contact information provided is safe to use if necessary. If it is confirmed as safe, click on the check box to add a checkmark.
Select a housing status from the drop down menu.
Click Register to register the new client. Clear will empty the Client Profile and you will need to re-enter all your information!
To get all the client's notes and services please choose "Client History" from the drop down menu and click the "execute" button.
To get client's mentor/tutor history please choose "Client Mentor/Tutor History" from the drop down menu and click the "execute" button.
To get your client's card please choose "OCMS Client Card" from the drop down menu and click the "execute" button.
To get your client's Registration Report please choose "Settlement Program Registration Receipt" from the drop down menu and click the "execute" button.
If everything is filled out correctly – the Registration Wizard Screen appears and you now have the following information and options:
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