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Sara Shepherd

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Latest activity by Sara Shepherd
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    Sara Shepherd created an article,

    Therapy Clients

      The Therapy Client record tracks: Authorization requests and approvals for specific procedures Authorization to Release Info and pre-built templates generate printable documents from the info t...

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    Volunteers

    The Volunteer tab collects very basic information about persons and organizations who only interact with your agency through volunteer projects. You can collect contact information, interests and a...

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    Sara Shepherd created an article,

    Donors

    Some SAM sites have the Donor module enabled, allowing them to track donors, requests, and donations. A donor may be a person, family, or organization.   Read more about donors here.

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    Sara Shepherd created an article,

    Add Templates to Form Headers or Footers

    SAM provides the option to place a template on top of a non-public form. There are two main reasons this is helpful: To provide clarification for your staff about a case or what a form is ...

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    Sara Shepherd created an article,

    HIPPA Compliance

    To meet HIPAA regulations with your SAM you must: Restrict Access to Medical Data : Permissions Track Access to Medical Data : Modification History and Activity Tracking Restrict Access to Medica...

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    Sara Shepherd created an article,

    Printer Settings for Printing Letter Templates

    The printer settings must be changed to not print any extra information on the page when printing letter templates. To change the printer settings in Firefox: Go to File (in the top left-hand corn...

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    Sara Shepherd created an article,

    Default Font Settings for Templates

    To edit the Default Font Settings for all Templates: Open any Template in the Template Designer. Click on Advanced Options.  Click on Edit Default Font Settings for all Templates. Alternatively, y...

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    Sara Shepherd created an article,

    Template Designer Toolbar

    The Template Designer has many options to style the formatting of your template.  Select Font  Use the drop down to change the font for the text that you have highlighted in the body of the messag...

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    Sara Shepherd created an article,

    Access Template Designer

    Templates must be created through Template Designer prior to sending emails or printing with SAM. Access the Template Designer to view, edit and create via Settings  > Template Designer.  Create Ne...

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    Sara Shepherd created an article,

    Print Photos on Templates

    Print Photos on Templates The Photo set as default for a Main Entity can be printed on Templates using the "Photo for Templates" field on all the Main Entity Tables.Get There:  Access a the Templa...