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Time & Resource Savers
Our most popular modules reduce your administrative hours by automating common tasks and communicating with your clients for you, there in turn, reducing your administrative budget. These tools can save you thousands each year.
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Public FormsAccept Inquires, Applications and Registrations on your website and have the data feed directly into the database in real time. Clients can add a username and password to save their information when they use other forms on your site.Clients can enter much of their own information, which provides your SAM greater accuracy and saves your staff a great deal of time, compared to paper applications. Public Forms can also save you money, see how. Public forms maintain the same look as your website, for seamless integration. |
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ChecklistsHelps employees keep up with their tasks and allows managers to view their response times. Checklist templates automatically enter the common tasks for a case, assign the responsible employee or employee type per task and populate due dates at predefined triggers.Checklist template items can be country, program or state/region specific. Administrators can change the checklist templates at any time and users can add their own tasks to checklists. |
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Automated ActionsAllows you to automatically send email communications to case workers or families, such as sending an email 3 months before a person's passport expires so that they can renew, or sending reminders to the family and their case worker about a Post-Placement Report due soon.Enables you to have fields automatically entered or updated, such as entering a Home Study Expiration Date automatically when the Home Study Completed date is entered, or moving a family to the Post-Adoption Stage once the adoption decree date is entered. Setup automatic changes, such as moving a case to the next stage once a trigger date is entered. Learn more about how Auto Actions can automate tasks for your agency. |
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Email ImportingEmails are automatically entered as communication records under the corresponding entity by matching their email addresses in the To, CC, BCC and From fields. For inter-agency emails, you can put the entity's ID in the subject line to have the emails automatically imported as their communication records. This saves case workers an enormous amount of time compared to copying and pasting emails into communication records.Time equals money, see how much you can save. Works with all IMAP enabled email accounts, including Gmail, AOL and Microsoft Exchange Server. |
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We are impressed with the wide range of capabilities SAM has to offer. It helps to make our jobs easier by localizing all aspects of our client contacts into one system.
Steffany, Oakland Park KS