Best Practices

Using Lists to Characterize Relationships

Using Lists to Characterize Relationships

During the holidays, we're all making lists. Greeting card lists, cookie lists, 2019 goal lists, naughty or nice lists... In SAM, lists are used throughout to characterize records. Clients have a great deal of freedom to develop lists but, "checking it twice,” and reviewing lists should be done periodically to refine them and ensure your teams understand the definitions of lists.

Creating a Consistent Client Journey

Creating a Consistent Client Journey

A client’s journey may begin with an application and end with a finalized adoption, but between those points, they interact with nearly every department at your agency. It’s important to create a consistent experience for your client and staff.

Improving Social Work Processes Through Understanding

Improving Social Work Processes Through Understanding

Implementing a new tool, training new staff, or trying to improve a process in your organization? Before you can explain or translate your existing workflow, you need to understand it, and diagraming is a great way to get a full picture of a process from start to finish.