Person Records | Add a New Person Record

"Persons" are employees, users or contacts. Basically people that you work with that are not clients such as families, foster families, children, and birth parents. They are all grouped under one category for simplicity, but should be categorized through the Person Type field or some other combination of fields, to pull groups of similar Persons through Reports.

Reminder: A person record should not be a family, foster family, child or birth parent in the system. Persons do not have cases, as they aren't intended for client or program use.

Should an employee or other professional contact use your services for adoption or foster care, you can use the entity conversion feature to create a client record connected with their original Person record (Advanced Options > Convert to Other Entity).

Persons & Person Types Overview:

Person Types 

The Person Type field comes by default on your SAM site and allows you to specify their role, such as an employee, case worker, or home study provider. You should use the field to define common roles in your organization and how those roles relate to clients.

Since your organization works with many different kinds of people, giving at least one Person Type per record is the best way to explain their relationship to your agency. It also allows you to quickly find and filter people by their roles.

Note: Admins can edit this list of Person types by clicking the small "edit" button under the Person Type section. 

Note about Person Type filters: 

Some SAM fields use the Person Type field as a filter by default. For Example:

On the Family's case record, the Social Worker/Case Manager field is set to filter Persons where Person Type = Employee/Staff. However, if you have more staff than are Social Workers, you may want to set that field to be filtered by Person Type = Social Worker. 

Admins can edit or create additional fields and lists filtered by the Person Type field.  

How to create a new Person Record 

You can add a new Person record from the sidebar on the home page, or the sidebar found on the Person tab.