Goodbye Data Entry
Automate tasks with SAM
With SAM you can automate repetitive tasks which typically add to the responsibility of case workers or administrative staff. Though simple, some of these tasks could take considerable effort, such as sending emails with complete program details or calculating future dates for expirations and when to send notifications.
Auto Actions can be setup with any combination of the following triggers and actions:
Daily, Weekly, Monthly, or Yearly
Most commonly, Auto Actions are used for notification of upcoming due dates or expiration dates.
A few examples:
- Enter expiration dates for Background Checks, Fingerprints, then notify all parties before expiration.
- Once a donation is received, send an automated, personalized “Thank You” email to the donor.
- Enter new Medical Exam with Due Date from the preceding Exam Completed Date and email case worker and the family about upcoming medical exam due date.