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OCASI Client Management System (OCMS)

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OCASI Client Management System (OCMS)
by Leona McColeman - Friday, 22 February 2019, 9:53 AM

Power at your Fingertips

OCASI Client Management System (OCMS)


Presented by





Do you want to streamline client information for your agency?

Do you wish you could generate reports quickly and easily?

Do you want an easier way to respond to last-minute funder changes in reporting? 


The OCASI Client Management System can do all that and more for you.


OCMS is a solution developed by the sector for the sector, supported only through user fees.


Ongoing technological innovation and enhancements keeps OCMS on the cutting edge of online tools!


OCMS is truly the sector solution! 


We are better than ever with a move to a new online platform on Microsoft Azure™. 

Watch the OCMS video now


Join more than 50 immigrant and refugee serving agencies across Canada that have discovered the power of OCMS.


Standard Features:


·         Detailed client profile forms with access to print client lists and emergency contacts

·         Client and Group activity forms such as: needs assessment, information and orientation, employment, refugee, language and finance forms, plus more

·         Internal and external referral partner lists

·         Manage tutors, mentors and employee directory

·         Settlement planning tools

·         Automated email follow-up notifications and reminders

·         Workshop administration forms

·         More than (30) thirty different types of reports with advanced options based on client parameters (age, gender, location, and much more) and services delivered (workshops, referrals, needs assessments, and more)

·         Automated iCARE Bulk Uploads (for agencies that must report on Immigration, Refugees and Citizenship Canada funding).


We can even tell you how to include OCMS user fees in your budget proposal to funders.


Want to see the system in action? Sign up for one of our webinars


Questions? Please contact Elena Trapeznikova at or (416) 322-4950 ext. 241.