Basic Edition (Demographics, Agency History and One Additional Module)

This scaled back version of our flagship product was designed for the smaller organization requiring assessments such as OCAN and/or RAI-CHA and limited budgets.  It includes your choice of one module with the option to add other Core Suite features to suit your needs and budgetary capability. 

  • Client Chart Information with 2 screens enabled; Client Demographic and Agency History pages plus one Assessment Module
  • Ontario Common Assessment of Need (OCAN), Core, Self and Full along with associated OCAN Reports, Consumer Portal and IAR Data Exporter


  • Resident Assessment Instrument-Community Health Assessment (interRAI-CHA) with Functional Supplement (FS), Deaf Blind Supplement (DB), Mental Health Supplement (MH) and Assisted Living Supplement (AL)
  • Pre-Screener Tool

More screens, features and modules are available for purchase add-on as included with the CRMS Core Suite Edition (see below).

Optional Modules to Basic Edition as seen in Core Suite

  1. Additional Client Chart Selections (CDS History, Consent Summary, Follow-Up Scheduler, Contact Info, DATIS*, DSM IV, Education, Employment, ER Visits, Goals, Hospitalizations, Incarceratons, Medications, Other Illness, Prescriptions, Referrals, Risk Factors, Occupancy Status**,Tenants**) * Addiction Module only, **Housing Module only
  2. Information & Referral
  3. My Assistant Internal Messaging System
  4. Non-Client Services
  5. Report Builder
  6. Report Suite
  7. Reportable Form Data Export
  8. Scheduler Viewer
  9. Worker Control Centre
  10. Workflow Manager

Other Modules (Optional Add-Ons to Basic or Core)

  1. Addictions/DATIS
  2. Housing
  3. Book-In System
  4. Crisis Call Module
  5. OCAN
  6. RAI-CHA
  7. RAI-MH

Contact Us for more information regarding Basic Edition options.

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