Fees paid for the Birth Mother during her pregnancy that should be billed to an Adoptive Family as a cost of adoption, may be entered under a Birth Mother's Benefits/Services, which can be accessed from the Birth Mother's Cover Page.
Birth Mother Benefits/Services as Family A/R Fees
This function depends on the Family Case - Birth Mother Linked to Case field. Once linked, SAM will post the Birth Mother's Benefits/Services records that that are setup to post, on the Family's Fees & Expenses (A/R). Records created before or after the linking will be posted.
It's possible to setup an Auto Action to update Family Case - Birth Mother Linked to Case field from the Adoption record, since this is SAM's recommended way of starting an adoption plan.
Our Birth Mother, Susan, has a few records for Benefits/Services entered. When she and the Williamson family are linked, Susan's benefits are automatically entered in the Family's Fees as Birth Parent Living Expenses.
Birth Mother Benefits/Services record:
Family's Fees & Expenses record:
If the Birth Mother has multiple cases, the Benefits/Services under the Case she is linked to the family with will be carried to the Family's corresponding Case Fees.
Setup the Benefit & Services to be posted to the Family Fees
The Service/Benefit Type is a list setup by your organization. Each list items has an attribute titled, Linked AR Type, which refers to the Family AR Type list.
When adding or editing a list item, select a Linked AR Type to sync with the Family's Fee Type list.