Welcome back! We hope the training has been useful so far. Today we're diving into communications and templates.
Communications are of course, a huge part of your job. SAM helps organize all of your emails, case notes, phone conversations and more in one place to save you time and frustration.
Let's get started!
Communications are available for all record types in SAM. This is where your team will enter case notes and track other communications between or about this client and your team.
Communications are added by:
- Manual Entry
- Emails or invoices and receipts sent directly from SAM
- Email Importing
Most often, adding communications manually is used for phone calls and in person visits, though some teams decide to copy and paste emails. To avoid copying and pasting, you can enable email importing.
To add a communication, find the record (family, child, etc.), click communication from the sidebar and add communication. SAM Leads can customize the fields and values here in time.
Communications are listed in chronological order with the most recent at the top. To view details of a communication, click the details icon located at the bottom-right for each communication.
There are two ways to delete a communication record: in the communications screen and in the communication itself. For both, you'll click on Advanced Options.
In the communication overview page, you'll click Delete a Sub Record. Little red X's will then be visible: click the one next to the record you want to delete.
Now to take some of the weight off, templates are an awesome resource for your team.
With templates you can create personalized emails to families or care partners as well as to your team as a notification of progress milestones or reminders for a case. You might also use them to print documentation that draws from a youth’s file.
To get to the template section, click Settings (at the top of the screen or the sidebar), then scroll down and click on Template Designer.
Your team will spend a lot of time in SAM’s Communications section. We hope you take advantage of setting up Templates and let SAM support your case note requirements with email importing.
See you next time!