Avatar

Sara Shepherd

  • Total activity 476
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 4
  • Subscriptions 238

Activity overview

Latest activity by Sara Shepherd
  • Avatar

    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...

  • Avatar

    Sara Shepherd created an article,

    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...

  • Avatar

    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.

  • Avatar

    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 ...

  • Avatar

    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...

  • Avatar

    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...

  • Avatar

    Sara Shepherd created an article,

    Template Reports: Show Memo on Second Row

    This styling feature for Template Reports (reports pulled on templates to present multi-record details, such as Communications, Child Medical Exams or Persons in Home) allows selected fields from t...

  • Avatar

    Sara Shepherd created an article,

    Insert Fields from Form

    Use Templates for printed Forms. Get there: Open Template > Advanced Options > Insert Fields from Form. Select Form. Press Save. Format the template as appropriate. Section Headings and Field...

  • Avatar

    Sara Shepherd created an article,

    Link to SAM Form in a Template

    To add a hyperlink to a specific form to a specific record or form in SAM in a template: Open the template Place your cursor where you want to add the link.  Click Advanced Options > Insert For...

  • Avatar

    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...