Who can use this feature?
Learn how to navigate and manage information within an individual client’s profile. Each tab in the profile is covered in detail to help staff effectively track progress and manage case information.
The Client Profile consists of a Client Info Ribbon which displays the client’s date of birth (DOB), email and phone number (if known); an Actions button; and tabs that house various client data.
Need to add a new client or make changes to an existing record? Learn how to add or edit a client.
Actions
The Actions button contains the following functions:
- Assign Staff
Users can assign and reassign staff to the client. Multiple staff can be assigned to an individual client. See Assign and reassign staff to learn more. - Remove Staff Assignment
Users can remove assigned staff from a client. See Remove assigned staff to learn more. - Create Task
Allows staff to create a task for themselves related to the client’s case, or assign a task to their client. - Add Safety Flag
Marks the client’s profile with a safety alert. - Refer to Service Provider
Allows staff to reassign the client to another service provider. - Archive User
Hides the client from the People screen. The client profile can still be retrieved by filtering users by Archived status. - Add/Remove CaMS Link
Connects or disconnects the client’s profile from their CaMS record. - Resend Portal Invite
Only visible for clients who have not yet logged in. Sends a new invitation email for portal access. - Send Password Reset
Sends a password reset email to the client.
Overview
The Overview tab provides a quick summary of the client’s key details, referral information, and recent portal activity.
The tab is divided into several sections that help staff quickly understand a client’s background, communication preferences, and current engagement within the portal.
Learn how to update client details and add General Notes.
Case Notes
The Case Notes tab is where notes can be viewed and managed.
Learn more about adding, editing, and deleting case notes.
Following
The Following tab displays any Occupations, Companies, and Sectors the client is following. Following any of these categories helps to populate their My Jobs Feed with postings that are tailored to their interests.
Caseworkers can suggest Occupations, Companies, and Sectors for the client to follow.
Job Leads
The Job Leads tab helps clients organize their job search. Clients can save job postings from the Job Board or their My Jobs Feed. Saved jobs can then be marked with any of the following status options to help jobseekers keep track of their job applications:
- Interested (default status)
- Rejected
- No response
- I got hired!
- Interviewing
- Applied
Skills
The Skills tab displays any skills the client has added to their profile.
Skills are used to power a skills matching feature that will automatically compare their skills against available job postings. Potential matches are highlighted on the Job Board and in their My Jobs Feed by a skills badge. Only job postings with a 50% or greater match will have a skills badge.
Caseworkers can suggest skills for their clients to follow.
Resumes
The Resumes tab houses resumes that have been created in the portal. Resume editing and deletion can only be done by the document author. For example, a resume created by the client can only be viewed or duplicated by the caseworker.
See Resumes to learn more.
Cover Letters
The Cover Letters tab houses cover letters that have been created in the portal. Cover letter editing and deletion can only be done by the document author. For example, a cover letter created by the client can only be viewed or duplicated by the caseworker.
See Cover Letters to learn more.
Training
The Training tab allows service providers to find and manage training opportunities for clients. This feature streamlines the process of recommending relevant courses and tracking training progress to support client development.
See Training to learn more.
Files
The Files tab supports secure uploading and storage of documents. Both clients and service provider staff can use this feature to share files such as resumes, receipts, pay stubs, and other relevant documents in PDF or Word format.y stubs, etc.
See Files to learn more.
CaMS EAP
The CaMS Employment Action Plan (EAP) tab provide staff with a unified view of client data. This integration allows staff to see all of a client’s EAP details in one place—including their case details, employment goals, employment outcomes, sub-goals, and plan items.
See CaMS Integration to learn more.
