Using Lists to Characterize Relationships

During the holidays, we're all making lists. In SAM, lists are used throughout to characterize records. Clients have a great deal of freedom to develop lists but, "checking it twice" as the song goes, a review of lists should be done periodically to refine lists and ensure your teams understand the definitions of lists.

Working with CMFCAA, we ran across a list so timely for this time of year: the Relationship List with options for Kin, Relative, Non-Kin, foster parent and more. But, are relatives Kin and vise versa? After a round-table discussion, we settled on: Kin, Relative, Non-Kin (Foster Parents) and Professionals.

Here’s our simple way of explaining those terms:

Kin - Anyone the family knows but do not have a blood relationship to the family.
Relative- Blood relatives both on the maternal and paternal side
Non-Kin (Foster Parent) - People and families who go through training in order to be a placement option


Clarifying the definitions of each list item, reinforced how SAM would be used going forward and we were able to use SAM’s bulk-update function to cleanup the differences.  Help guides for SAM can always be accessed through the Help Link at the top of each screen.

List Management Guide

Bulk-update Help

We are thankful for all of the partnership we have with our agencies and even more thankful to be a part of the work they are doing. Every bit of positive feedback that comes through about SAM and how it’s making the lives of agencies and clients so much easier makes us so grateful to be a part of this incredible community.

For more ways to create ease in your clients + agency processes check out these posts:

CREATING A CONSISTENT CLIENT JOURNEY
IMPROVING SOCIAL WORK PROCESSES THROUGH UNDERSTANDING
NATIONAL ADOPTION MONTH: HOW ADOPTIONS ARE CHANGING