In this webinar, we’ll bring users up to speed on SAM Terms, Settings, Forms & Docs, and navigating Reports. While this will help bring new users up to speed on using SAM, it can also be helpful as a refresher for teams.
We showcase SAM's Family Portal - a single form that links the other checklists and forms clients can complete online. Share licensing/home study details, allow families to communicate and upload documents through a single link.
Sometimes it's more effective to visualize something graphically that it is to describe it with words. This idea can be for workflows, processes, to-do lists even. That is the essence of what flow charts do for you. As you probably know, flow charts explain a process clearly through symbols and text.
Did you know in the state of Arizona offers a child care tax credit? What does this mean? The Arizona Foster Care Credit offers a dollar-to-dollar reduction of your state income tax obligation for donations that qualify as a foster care charitable organization. The tax credit offers up to $500 for an individual or $1000 for a couple.
Our team has put together a list of all the productivity tips and tricks we use to stay on task. Check out our blog for the entire list. BUT.. before you read this article on how to be more productive, remember this: Be kind to yourself and your mistakes. You’re doing the best you can.
Now we have the basics of building reports, we can focus on how to read the reports. Use Report Stats as a dashboard. 1. How and why you’d setup a report stat. 2. Pulling good information from your stats. 3. Sorting, filtering and using report stats.
The sidebar is a central feature of SAM that stores major details of your client’s case. Getting your team to use and easily find the forms and actions linked to the sidebar improves their desire to support data entry and reference the details important to the client’s they’re working with.
To celebrate National Social Work Month, and in recognition of your impacts, we pulled together a few of the characteristics that people positively impacting our world embrace. and some helpful resources to keep fighting the good fight.
Are you naturally organized like Marie Kondo? Or are you unconsciously avoiding the piles of to-do’s that require sorting? Stop spreading yourself thin between all the chaos of forms and documents in SAM, or worse, piles paperwork and invest the time in getting your SAM system up to date with all you need in order to be more effective.
First in a 3-part series about formatting forms in SAM: we’ll discuss sub-forms and interesting format and configuration options that will present new ways of supporting your team’s visibility to the information you are collecting.
User Interface put into plain English: how you and your computer system interact. Toss in the word design and we’re talking adding style to our systems and everything digital we use to make our business go round. SAM makes sorting and making sense of it all so simple. Even better, SAM also makes it possible to add design elements to our forms that will give us all heart eyes.
Goals, plans, strategies all those things help us further our path in that direction. More times than not, reality sets in and deadlines pile up, new projects are acquired, and clients still take priority. Before you know it, you’ve got a forest fire with nothing but a water cooler near your desk. While not all “fires” can be planned for, there are a few things you can do to have your work be a little more “flame retardant”.
During the holidays, we're all making lists. Greeting card lists, cookie lists, 2019 goal lists, naughty or nice lists... In SAM, lists are used throughout to characterize records. Clients have a great deal of freedom to develop lists but, "checking it twice,” and reviewing lists should be done periodically to refine them and ensure your teams understand the definitions of lists.