Family Portal & Public/Online Forms

Family Portals & Public Forms

We showcase SAM's Family Portal - a website that clients can use to complete checklists and forms online. Share licensing and home study checklists, adoption/placement information and reports, allow clients to communicate with your team and provide a secure portal to coordinate and share information with the family about their case. 

Introduction to Family/Client Portals 

July 2020 "Get It Done" Call Download HERE

Download sample family portal header images HERE. 

Checklists on Client Portals

Background Checks, Parent Education and miscellaneous documents on Client Portals

Styling Public Forms

On this webinar, we discussed giving your forms a more stylish look in the Family Portal, Form Blocks, Checklist Templates and Field Titles, all on a Rad 80’s background.

Polished Public Forms (Styling with templates)

In today’s webinar, we showcased a new feature with public checklists and discussed some of the creative ways that SAM Admins have implemented public forms for their clients.

Building Forms in SAM

In this webinar, we share the difference between form setups for multi-record tables and define subforms and sibling forms, so you can choose the right combination for your customizations.

We’ll discuss sub-forms and interesting format and configuration options that will present new ways of supporting your team’s visibility to the information you are collecting.

The sidebar is a central feature of SAM that stores major details of your client’s case. Getting your team to use and easily find the forms and actions linked to the sidebar improves their efforts to support data entry and reference details important to the clients they’re working with.

Setting up a review form for multi-part forms 

In this video, we show how to setup a final view form for an application form that's divided into 6 individual parts and add a sidebar with the individual parts available for edit. 

In today’s multi-record webinar, we covered the how and why of these special tables, how to create new ones in your SAM system, and a trick to get around restrictions for these tables on reports and templates.