Design detailed forms tailored to your agency’s unique needs with SAM’s Form Building feature

Capturing vital information has never been easier than before with SAM’s extensive Form Building feature. From intake documentation and placement agreements to case notes and family assessments, SAM allows users to create customizable forms that streamline documentation while also ensuring compliance with state and federal requirements are met. 

With SAM, adoption and foster care professionals can easily create, modify, and share forms that reflect their agency's unique protocols, making data collection more efficient and accurate. With built-in validation rules and automated calculations, InReach Solutions helps agencies reduce errors and save valuable time that can be better spent supporting children and families through their adoption and foster care journeys.

SAM’S Form Building feature allows you to…

  • Creating forms and progress notes precisely how you need them is necessary for many social work, adoption, and foster care agencies. Relying on developers to digitize paper forms, progress notes, and standard practices can be time-consuming and costly. Pre-stored templates don’t always frame the information you need comprehensively. SAM's Form Building feature allows you to move past these issues by customizing forms to fit your organization's specific needs and cases.

  • Managing paper forms and adoption records is a headache for all adoption professionals. Unlike digital solutions, paper documents are cumbersome to update, file, track, secure, distribute, and audit. However, converting dozens of forms, home studies, and case notes into a digital version can seem daunting when considering the transition to a new foster care or adoption agency case management system.

    SAM's Custom Form Builder makes the transition to digital case management smooth and efficient. Suppose you have forms and progress notes structured differently from those in SAM's extensive template library. In that case, you can easily use the Form Building feature to create digital forms that capture the necessary information. You can even embed custom forms within existing templates and include digital signatures from clients, social workers, and staff members.

  • Building custom forms shouldn't require technical expertise or hours of training. SAM's Form Builder features a simple interface that lets you create professional forms in minutes, not hours. With easy-to-use tools like drop-down menus, checkboxes, and text fields, you can quickly build forms that match your existing workflows. 

    Plus, forms can be previewed and edited in real-time, allowing you to perfect your documentation tools without the back-and-forth typically required when working with technical teams. Whether you're creating a basic intake form or a complex assessment, SAM's user-friendly design ensures you can focus on what matters most – serving children and families.

SAM’s Form Building feature allows you to…

Convert any paper document into a digital format that mirrors an online form builder.

  • Customize casework note templates or create new ones from scratch.

  • Design templated documents to collect vital documentation and digital signatures.

  • Simplify form creation by modifying existing system templates.

  • Print any form created using the built-in printing integration.

  • Access and store created forms just like any other form in the system.

  • Maximize your investment by adding tailored forms for new programs or services.

  • Embed navigation links to related forms for easy access.

  • Reference data from other areas within the system for a comprehensive approach.

  • Design custom drop-down lists, checkboxes, list boxes, text fields, date pickers, and more.

  • Link any form directly to the foster or adoptive family record for easy access and data tracking.

With SAM, you can simplify the way you approach forms by…

Creating user-friendly forms that are easy to fill out. 

  • Eliminating the costs and challenges associated with paper forms and case notes.

  • Removing the frustration of searching for or misfiling client case files.

  • Reducing security risks when accessing sensitive client information.

  • Enhancing efficiency by consolidating all data collection forms into one system.

  • Streamlining workflows by creating interconnected web forms for easy use.

  • Saving time on data entry by automatically transferring information between forms.

  • Providing quick access to historical client records for better case management practices.

  • Automatically update and load the most recent case details and progress.

  • Eases the transition to a paperless system by offering templates your staff is already familiar with.

Create and utilize powerful forms to help facilitate cases and improve data collection

Our Form Building feature enhances data collection efficiency and integrates seamlessly with SAM's Reporting and Family Portal. SAM’s foster care software was designed to create a seamless web of features that interconnect and meet your needs at every level. Whether you use the Form Building feature to provide instant analysis of the data you capture or customize basic intake or home study forms to meet your organization's practices, SAM's intuitive software can help you streamline your workflow while maintaining the highest standards of data security and accessibility.

Ready to transform your agency's potential with SAM and InReach Solutions?

  • “We have to gather a lot of data - for impact, home studies, etc. Having accurate and on-time data is important to make sure we get our grant. SAM does all the work for us.”

    Tami Jo Watson, Alaska Adoption Service

  • Tonya Fistein

    “We’re a small group and do a lot of placements. We’ve had a lot of growth in the last several months, but we’ve been able to focus on our clients and grow without adding more staff expenses because of SAM.”

    Tonya Fistein, Children of the World

  • "SAM has completely changed our ability to manage files (in a positive way) and setting up automated actions have made it much easier to track information that is time sensitive."

    Steve Smuk, North Homes

  • “SAM has completely revolutionized the way we work with our clients and our co-workers. I can't imagine what we would do without it now.”

    Lisa Prather, Nightlight Christian Adoptions