For services provided to a Birth Mother and billed to an Adoptive Family as a cost of adoption, users will enter them under a Birth Mother's Benefits/Services. After the Family and Birth Mother are linked through an Adoption record, SAM will post all Benefits & Services added to the Birth Mother to the Family's Fees (A/R).
In this example, 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.
Family's Fees & Expenses record:
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.
Birth Mother Benefit & Services Setup
Benefits/Services can be accessed from on the Birth Mother's Cover Page. Click
The Service/Benefit Type is a list setup by your organization. The List contains a List Attribute titled, Linked AR Type, which refers to the Family AR Type list.
When you add/edit a list item, SAM allows you to select a Linked AR Type from the Family's Fee Type list.