There is a lot of information required to prepare a home study and license for a Family. We will discuss the most frequented records used in SAM for tracking this process.
- Home Studies
- Licenses
- Background Checks
- Parent Education
Home Studies
Home Study records track the initial home study and updates to preserve the history of each home study.
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In SAM, open a Family or Foster Family record > click Home Studies (sidebar) |
Add a Home Study Record
To store information about a client's home study, you will need to Add a Home Study Record.
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In SAM, open a Family or Foster Family record > click Home Studies (sidebar) > click Add Home Study (sidebar) Be sure to add a new Home Study record for each updated home study. Edit or delete a home study record through your desired Home Study's kebab menu ( |
Key Fields on the Home Study
- Home Study Type - set as initial or updated home study.
- Home Study Packet Sent Date - date home study process forms are sent to client.
- Home Study Worker Assigned - date a Social Worker is assigned to work on a home study.
- Home Study Completed Date - date Social Worker is finished working on this home study.
- Home Study Expiration Date- date by which the home study update must be rewritten.
Licensing
License records are shown on Foster Family records for tracking the provider's state license details after a home study is completed. The Cover page is setup to show details of the most recent License record.
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In SAM, open a Foster Family record > click Licenses (sidebar) |
Add a Licensing Record
When you are ready to enter data about a client's license, you will need to Add a License record.
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In SAM, open a Foster Family record > click Licenses (sidebar) > click Add Licenses (sidebar) > enter license details as applicable > Save |
- Be sure to add a new License record for each updated License.
- To edit a License record, click on desired record's kebab menu (
icon), and click Edit (pencil icon).
- To delete, click on desired License's kebab menu (
Background Checks
Background check records are used to monitor clearances required for a specific person.
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In SAM, open a Family or Foster Family record > click Background Checks (sidebar) |
Add/Edit/Delete a Background Check Record
When you are ready to track background checks for clients, you will need to Add a Home Study Record for each prospective parent and household member as required for your program.
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In SAM, open a Family or Foster Family record > click Background Checks (sidebar) > click plus sign on given Background Check > enter desired details > Save
Edit or delete a Background Check through your desired record's kebab menu ( |
Clearances
Examples of clearances on a Background Check record: FBI, State, Sex Offender, Child Abuse, etc.
These forms are customizable for your record keeping needs, given different clearances required across different states and programs.
Parent Education
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In SAM, open a Family record > click Parent Education (sidebar) |
Add Parent Education for Adoptive Families
To enter a schedule of training requirements for a Family, you will need to add parent education records.
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In SAM, open a Family record > click Parent Education (sidebar) > click Add Parent Education (sidebar) > enter education details as desired > Save Repeat for all education requirements. To edit a Parent Education record, click on desired record's kebab menu ( To delete a Parent Education record, click on record's kebab menu ( |
Add Parent Education for Foster Families
To track training requirements for a Foster Family, you will need to add a Provider Training Year record and parent education records to record their schedule of course requirements.
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In SAM, open a Foster Family record > click Parent Education (sidebar) > click Add Provider Training Year > enter desired details for timing and required hours > Save > Click Add icon (+) in Foster Parent Education subform > enter education details > Save Repeat for all education requirements. To edit a Provider Training Year record, click on desired record's kebab menu ( To delete a Provider Training Year record, click on record's kebab menu ( |
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