For services provided to a Birth Mother and billed to an Adoptive Family as a cost of adoption, users may enter the services under a Birth Mother's Benefits/Services.
Benefits/Services can be accessed from on the Birth Mother's Cover Page.
Birth Mother Benefits/Services as Family A/R Fees
Once a Family and Birth Mother are linked via an Adoption record, SAM can post the Birth Mother's Benefits & Services to the Family's Fees (A/R).
Benefits/Services entered prior to linking the Family through Adoption will be added to the Family fees, as well as future records. If the Birth Mother has multiple cases, the Benefits/Services under the Case she is linked to the family with will be carried to their Case's Fees.
Our Birth Mother, Susan, has a few records for Benefits/Services entered. When she and the Williamson family are connected, Susan's benefits are automatically entered in the Family's Fees as Birth Parent Living Expenses based on our setup.
Birth Mother Benefits/Services record:
Family's Fees & Expenses record:
Birth Mother Benefit & Services Setup
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 you adding or editing a list item, select a Linked AR Type to sync with the Family's Fee Type list.