Records

Adoption & Foster Care

• Adoptions in SAM
• Background Checks
• Foster Care in SAM: An Overview
• Home Studies
• Matches & Adoption Referrals
• Post Adoption Reports (PAR) Overview

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Persons & Organizations

• Person Records | Add a New Person Record
• Add an Organization Record & Connect to a Person Record

Family Records

• Add A New Family Record
• Persons in Home

Cases

• What Are Cases?
• Managing Cases: Add, Remove, Change #, Move subrecords to another Case
• Case Program or Case Type

Child / Youth Records

• Connect a Child to Birth Parent(s)
• Child Siblings
• Child Location Timeline, Current Location & Original Location

Birth Parents

• Pregnancy Events
• Birth Parent Medical Information
• Birth Parent Counseling

Other Main Entities

• Donors
• Volunteers
• Therapy Clients

Record Maintenance

• Set Record as another Record Type - Convert Entity
• Alerts
• Common Fields Setup
• Merging Records
• Duplicate Alerts
• Modification History

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