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  1. Inreach Solutions
  2. Records

Records

Click here for help on record basics, linking records, and best practices!

Adoption & Foster Care

  • Adoptions in SAM
  • Background Checks
  • Foster Care in SAM: An Overview
  • Home Studies
  • Matches & Adoption Referrals
  • Post Adoption Reports (PAR) Overview
See all 8 articles

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
See all 7 articles
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