What are Cases?

Cases reflect the particular program or service provided to a client. A record may have multiple cases depending on the services you provide and if the client returns.

Cases allows your team to understand the client's history with your agency and prevents data form being overwritten - each case can have unique values for it's fields.

Case Navigation

The Case Navigation field is automatically added to SAM when a new Case is added to an Entity. Case Navigation will provide links to move between the information collected on a record from one case to another. 

Cases are numbered consecutively in the order they are added to SAM. The Case Number field can be edited to properly order cases, if they are not entered in chronological order. 



When accessing a Record, SAM will show you the latest case, ie, the Case with the greatest Case Number. 

By default, the Case Navigation field is shown on the Cover Page for ease of access. This field can be moved to another form, but it may be more difficult to move between cases. 

Which Entities Have Cases?

Cases are available by default for the following entities:

• Family
• Child
• Birth Parent
• Foster Family

Our team may be able to add cases to another entity type. Use the Support link in your SAM site to see if it's possible!