Amplify your workflow with SAM’s Auto Action feature

SAM reduces data entry errors by allowing you to schedule and automatically send emails and pre-filled forms. By having a uniform process that intrinsically operates within a pre-coordinated plan, you can diminish preventable errors that may cause delays and hitches.

With SAM, you don’t have to worry about drafting emails, heavily monitoring case stages for the next step, or spending too much time going back and forth between other caseworkers, families, and clients. Your time is invaluable. Let SAM give some of it back to you with intuitive software that automates repetitive tasks.

The threat of expiring documents and deadlines can constrict your ability to manage caseloads, as your valuable time is consumed by keeping tabs on families and manually sending reminders. 

SAM eliminates the need to hover over families or other parties as you attempt to obtain or refresh necessary documents within the required timelines. It uses auto actions to set reminders before a due date is up or a document expires. SAM will also alert you when the action has been satisfied, so you don’t have to spend time checking whether items have been submitted.

SAM’s Auto Action feature can handle the start and end of complex and repeating processes, such as home studies. These take two to three months to complete, require constant communication with two to three parties, and consist of many different subprocesses, such as background checks, various statements, and verifications. 

SAM relieves users of some of the more repetitive, simpler tasks involved in these processes by:

• Automating document requests: Our Auto Action feature can trigger automated emails or notifications to request necessary documentation from prospective parents and other parties. 

• Creating document completion checklists: SAM’s Auto Action feature can automatically create checklists for each family to ensure they’ve submitted all required documentation. Once a document is received, the auto action updates the checklist.

• Simplify case documentation: SAM’s Auto Action feature can automatically generate reports or update case files with notes from interviews and meetings, eliminating the need for manual data entry.

• Setting regulation and compliance reminders: Use SAM to automatically check if the process complies with state or federal regulations (for example, ensuring required background checks or training are completed before moving to the next step).

• Tracking process flows: You can use SAM to create a customizable dashboard that automatically updates to reflect each step of processes. 

And more: All of SAM’s features are highly customizable, meaning your organization’s unique needs can be met through a combination of features like our Auto Action feature.

As a social worker, you are in constant communication with multiple parties. From families and birth mothers to other social workers and institutions, your email communications form a complex web that relies on consistency and efficiency to maintain operations. 

You may wonder, "How can an auto-action feature ensure my communication is seamless?”

SAM allows users to create unique triggers with customized fields for dates, email recipients, documents, and more. For example, let’s say you have a family interested in foster care or local adoption.With SAM, you can set a field that triggers a response email that coordinates them with the appropriate local care worker and vice versa for international adoption.