Records

Cases

• What Are Cases?
• Adding & Removing Cases
• Case Types

Multi-Records

• Creating a New Multi-Record Table
• Communications

Adoption & Foster Care

• Foster Family - Adoptive Family Connection
• Adoption Records: Link a Birth Parent, Child, and Adoptive Family
• Post Adoption Report (PAR) Due Date Schedule
• Adoption Country Preference List
• Adoptive Child Preferences
• Adoption Records in SAM: An Overview

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Child / Youth Records

• Connect A Child to Birth Parent(s)
• Child Siblings
• Child Location Timeline 
• Child Current Location
• Child Original Location

Family Records

• Family Records
• Persons in Home

Birth Parents

• Link Birth Parent to Adoptive Family
• Pregnancy Events
• Birth Parent Medical Information
• Birth Parent Counseling

Person Records

• Person Records
• Person Types
• Connecting Persons to Organizations

Other Main Entities

• Therapy Clients
• Volunteers
• Donors
• Organization Records

Record Maintenance

• Divorce
• Alerts
• Merging Records
• Duplicate Alerts

Advanced Options

• Filter Groups
• Prefill Groups: Overview
• Apply Prefill Group to a Record
• Common Fields Setup
• Convert to Other Entity Type