Welcome to SAMi Questions? Contact a Human Services Navigator - - PowerPoint PPT Presentation

Welcome to SAMi

Questions? Contact a Human Services Navigator

❖ Phone: (385)468-5555 ❖ Email: navigator@slco.org ❖ Youtube:https://www.youtube.com/channel/UC33AUIXohGhQZ_1wY1Cgt9Q/videos

Table of Contents: Main Modules

MySAMi Overview ……………………………………………………………………………………………………………3-4 Getting Started …………………………………………………………………………………………………………5-9 My Profile ……………………………………………………………………………………………………………………10-11 My Documents ……………………………………………………………………………………………………………12-18 My Team …………………………………………………………………………………………………………………………19-20 My Calendar ……………………………………………………………………………………………………………21-24 My Notes ……………………………………………………………………………………………………………………25-30

About SAMi (Secure, Accessible, Mobile, Information)

• SAMi is a web-Based application created to assist the underserved in

the management of their own human service case information a. Used to empower our account owners by providing the necessary tools they need to become their own case managers.

• With a secure owner account, individuals are able to:

1. Discover resources with their associated program and eligibility information 2. Create and securely store their own personal / demographic profile with the ability to share it with agencies, trusted case managers, etc. 3. Upload, save, and export documents / case file 4. Once resources are discovered, information is on-hand to help the client self refer to programs they need, or are interested in. 5. Keep track of their: Housing, Employment, Budget, Team, etc.

How SAMi Can Benefit Case Managers

If given consent by account owners, case managers can access:

1. Easy document storage and transfer for clients 2. Client’s history a. Prior agency and case management engagement b. Housing history c. Historical Referral Info 3. County-Wide Resources Database that include service descriptions, eligibility requirements and key agency documents. 4. Calendar: help clients track critical appointments and deadlines. 5. Team: to update contact information and keep client in touch, even without a cellular device.

For more information, go to:

https://slco.org/housing-community-development/community-services/system-navigator-program-sami/service-provider-agency/

Helping CLients Get Started

• 1. Go to www.mysami.slco.org
• 2. Click on Register
• 3. Go through the ‘Terms & Conditions’
• a. Click on ‘Sounds Good’
• b. View
• i. Read the full ‘Terms &

Conditions’

• c. Check Box
• i. Agree to ‘Terms & Conditions
• d. Continue

Registering Your Client

• 1. Fill out the required fields highlighted in yellow

with *

• a. No personal identifying information is needed

to enroll

• b. A real email is required.

i. Email will be used as the username

• c. Able to create an alias profile (pseudonym)
• 2. Register
• a. A pop-up confirmation will appear that states,

“Your registration was successfully uploaded.”

• 3. The email used to register will receive a message

from navigator@slco.org with a temporary password.

Change Password

• 1. Click on the blue gear at the top
• f the screen

a. My Settings > Change Password

• 2. The three security

questions must be answered correctly in

• rder to change password.
• 3. Enter in a new

password and click on ‘Update’ to save.

SAMi’s Main Button Functions

Below each page, the buttons update, reset, and back are listed.

• Add/Update: Saves any new inputted information
• Reset: Reverts the newly inputted information back to

the previously saved data

• Back: Redirect you back to the previous screen you

were on Other Buttons:

• Red X: Allow you to permanently delete the

information selected ○ A pop-up will appear to confirm permanent deletion

• Pencil: Edit the selected information
• Magnifying Glass: View/Download selected file

Disclaimer!

• Only a few modules will be covered in this powerpoint

○ For in-depth tutorials on how to use SAMi, please visit our YouTube Channel and direct your clients here for additional support. ■ https://www.youtube.com/channel/UC33AUIXohGhQZ_1wY1Cgt9Q/featured

• You are welcome to create your own mySAMi account to familiarize yourself

with the app before you recruit and enroll clients.

My Profile

If the client is comfortable building a profile, help or have them complete ‘My Profile.’

• By completing a profile, clients will be more

easily able to complete agency documentation

• Clients can share their profile with trusted

agency contacts, when seeking services.

*In the near future, we would like to incorporate auto-population. This will enhance the efficiency of application and document submission processes for both client and agency intake staff.*

My Profile > My Household

Within ‘My household’, clients can document their family members, to better track income and the number of dependants etc. Clients are also easily able to add and remove household members.

My Documents

Allows clients to upload and store their files from any internet ready device. From there, they can:

• Have peace of mind knowing that their

documents are organized and stored securely.

• Have ready access to their documents when

completing agency documentation.

• Use their device to photograph and upload

documents, storing them securely for future reference. Case Managers can also help clients customize the case related information to share, export, or print their file with whomever they need to.

My Documents > View Documents

• After uploading the documents/files, the

client is able to view them under 'View Documents'. ○ Case files saved under 'Save Case File’ will be accessed through 'View Documents' as well.

• Copy Link: The ‘copy link’ function

allows clients to share a web enabled link to chosen documents, via email or any SMS platform. ○ Note: while this method of access is sometimes the most convenient, it is less secure than sharing documents as an email attachment. ○ Anyone with the link can access the document it references.

My Documents > View Documents > Email Icon

• Emailing your chosen document

○ Enter the email address of the recipient,

• r select team member.

○ Fill out required fields highlighted in yellow with * ○ The email will be sent from the client's personal email account used to setup sami. ○ Sent messages can be seen under My Notes > View Notes

My Documents > Upload Text / Image Files

• 'Upload Text File' and ‘Upload Image File’ are extremely similar

○ Ability to save your physical documents onto SAMi ○ Difference:'Document Type' labels ■ Text: PDF File, Powerpoint Presentation, Spreadsheet, Text File, and Web Page. ■ Image: Chart, Diagram, Illustration, Photo, and Scanned Text Document.

• Category: organize document based on category selection.

○ Identification, consent/release forms, etc.

• Document: Based on the category selection, ‘Document’ helps clients
• rganize documents into sub-categories.

○ For example, if chosen identification for category, document will list the types of identification documents ■ Such as: Driver's License, Social Security Card, State- Issued ID, Birth Certificate, and Passport.

• Choose file: allows clients to select files from their device OR

take a photo of the desired document. ○ This feature is particularly helpful with uploading photos directly from the client's gallery.

• Title: the client chooses the file name, which is how it will be

displayed in SAMi

• UPLOAD: adds the file to the client's stored docs, confirms success

with a pop-up, and the doc should be viewable under ‘View Documents’

My Documents > Export/Print/Save Case Files

• 'Export/Print/Save Case File' allows the

client to select specific modules of SAMi to either print, export, or save (depending on which page you’re in) ○ Option to either 'select all' (entire case file) or check each section individually. ○ Please Note: If 'Document Summary' is selected, it will generate a summary of the documents that can be seen listed under 'View Documents'. To print out a document, go to 'View Documents' and download the desired document.

• Option to include your photo

○ If photo is not uploaded, go to settings (blue gear) to add one. ○ To remove this option, go to settings > 'Edit Preferences'.

Differences Between Export/Print/Save

Export: Allows the client to save a report locally through acrobat reader or the pdf viewer setup on the client's device.

• The client can send the file through

their preferred communication platform ○ SMS ○ Email ○ Messenger ○ Etc.

Print: Clients can preview and print if their device is setup to do so.

• Preview > Print >

connects to device’s software

Save: In the title field, clients can customize the file name and choose how it will be displayed in SAMi under ‘View Documents’

• Clicking on Save will save

the file to ‘View Documents’

Preview of SAMi Case File

Link to Case File Preview:

• https://www.mysami.slco.org/Web_APS/casefiles/CaseFile_PC050820-

010719.htm

My Team

Allows your client to upload seven contacts to their SAMi profile.

• Gives clients portable and secure access to

the contact info for case managers and other trusted members of their ‘Team.’

• Even without their mobile device, with SAMi,

clients can access this information through any internet enabled device.

Add a Team Member

• To add a team member, click on the

blue plus sign underneath the file column. ○ Fill out the required fields highlighted in yellow with a *. ○ UPDATE: Pressing 'Update' will save any new inputted information.

• Clicking on the email will open the

client's email client with doc attached

• Not applicable to desktop / laptop

○ Message bubble: Links to the device's software, allowing the client to send text messages to the person they have clicked

• n.

○ Clicking on the phone number will connect to calling.

My Calendar

Clients have the ability to:

• 1. Track appointments
• 2. Track deadlines
• 3. Make follow up appointments

To add an appointment, fill out the required fields highlighted in yellow with *. Adding a time is optional.

My Calendar > View Appointments

• Organized by most recent

appointments

• Past: View previous appointments
• Current: Direct you back to

current/upcoming appointments

• Pencil Button: Edits the

appointment ○ Appointment completed: Checking this box will update the appointment under ‘View Appointments’. ○ This will notify the client that the appointment has been completed and a reminder will not be displayed on the date of the appointment.

My Calendar >Search Calendar

Based on search criteria, clients are able to find an appointment and/or follow up by exact date, date range, OR month.

• Search: Search Calendar allows the client to

filter out appointments and follow-ups based

• ff of the search criteria.

○ From here, the client can edit or delete chosen chosen appointment / follow up.

• RESET: Pressing 'Reset' will clear the search.

My Calendar > VIew Follow-ups

• Display all notes created using ‘My Notes’

○ Must have included a follow-up date included ○ Functions similar to ‘View Appointments’

My Notes

Clients have the ability to: 1. Make reminders 2. Add follow up dates 3. Send emails and documents to case managers, etc.

• 4. Search notes using keyword OR date entered

5. Receive and view public announcements

• My Notes > Add Note: To make a

note, only a description is required.

• If a follow up date is added, go

to My Calendar > View Follow Ups to access the note.

My Notes > Add Notes > Send Note As EMail

Also send this note as an e-mail:

• The note section becomes the body of the

email

• If there is an email provided from ‘My

Team’, they will be listed and if chosen, will be the recipient

• Clients can also enter email addresses not

found in sami

• Choose File: Allows clients to select files

stored on their device

• Select Save File: allows clients to select

from documents already saved in SAMi.

My Notes > View Notes

• Organized in reverse

chronological order from date entered. ○ Features similar to My Calendar > View Appointments

• If added, follow-up date

will be displayed

• When completed,

‘Completed’ will also be displayed ○ Completing a follow- up will clear the reminder

• Pencil Button: Edit

appointment ○ Display date entered and email

• f recipients
• Paper Clip: When sent as

an email, if file was attached, allows to view/ download file.

My Notes > Search Notes

• Clients are able to find notes

searching by keyword/phrase OR date entered (Before or After)

• Search My Notes OR Notes from

Others

• Will direct to separate page

listing notes that fit search criteria

Add Note from Anywhere in SAMi

• From any page, clients are able to create a

note to themselves and return to the page that they were working on in SAMi. ○ To do so, click on the blue pencil next to the client’s name.

• All of the note features are the same.
• Once added:

○ It will direct you to ‘View Notes’ ○ Confirmation pop up will be displayed ○ Directed back to the previous SAMi page

Reminders

• When logging into SAMi, clients will

get notifications regarding pending notes and appointments, before continuing to the SAMi home screen.

• Clients are able to:

○ Edit ○ Delete ○ Continue to Homescreen

Table of Contents: Other Modules

My Income …………………………………………………………………………………………………………………… 32-34 My Budget ………………………………………………………………………………………………………………… 35-39 My Assessment …………………………………………………………………………………………………… 40-42 My Resources ………………………………………………………………………………………………………… 43-47 My Settings ………………………………………………………………………………………………………… 48-53

My Income

Clients have the ability to:

• 1. Record and organize sources of

income within one's household, generating an income and assistance summary.

• 2. Enable the use of 'My Budget'

and help keep track of one's financial stability. *Complete ‘My Income’ before ‘My Budget’

My Income > Income / Assistance Summary

• Check the box to select income type.
• The monthly amount is the gross

amount received (amount before taxes) *Entering the gross monthly amount will allow mySAMi to correctly calculate annual household income.

My Income > Summary > Chart

• Selecting “Chart” will open up a

graph displaying all sources of income

○

Using the dropdown menu, clients can select how they would like to view a graphical representation of their income from all sources.

My Budget

Clients have the ability to:

• 1. Track expenses organized in specific

categories

• 2. Identify where income is being

utilized

• 3. Gain insight to make wise financial

decisions, thus increasing stabilities

My Budget > Expenses

Within each expense category, input monthly expenses. This will calculate the percentage

• f the income required for this

expense

My Budget > Expense Summary

Clients have the ability to:

• 1. Report the totals of each

category

• 2. Calculate total expenses and

incorporate total income, to help clients develop a useful budget

My Budget > Expense Summary > Calculator

View calculated disposable income:

• Red:

The amount in the red indicates a budget shortfall, and the amount needed to cover all included expenses

• Green:

The amount in the green represents a budget surplus, and is the amount left over after all expenses are covered.

Below disposable income is a tool clients can use to calculate their income, based

• n the number hours worked in a week and

their hourly wage. When putting in one number, it will generate the other. ○ Click on 'Save' to submit the calculation.

My Budget > Expense Summary > Chart

Selecting “Chart” will open up a graph displaying all entered expenses.

• Using the dropdown menu,

clients can select how they would like to view a graphical representation of their entered expenses.

My Assessment

Every 3 months, there will be four assessments available to take. Taking assessments will help clients identify strengths, and where assistance may improve their

• verall stability.

My Assessments > Past Assessments

Clients have the ability to:

• 1. View their scores past scores. The scores

presented are all out of 25.

• a. Magnifying Glass: Open the past

assessment to view previous answers. i. Useful when comparing assessments see changes that may have impacted the score.

• 2. Combine all assessments into a single

table: lists assessments taken, displaying the scores and dates. 3. Display each series in a separate table: will categorize each set of assessments into one table, calculating an overall score.

• a. Because each assessment is 25 points,

the overall score is out of 100.

My Assessments > View My Stats

Clients can view graphical representations of their assessment scores.

• Viewing the graphs, can better help clients identify strengths and service gaps,

where help may be needed to attain stability

*Using the dropdown menu, clients can toggle between graph types.

My Resources

Clients have the ability to:

• 1. Access resources linking them to service

providers in Salt Lake County

• 2. Provider listings
• a. Include a Service Description
• b. Link to providers’ website
• c. Contact Information
• d. Available Eligibility Info
• e. Google style map to the provider.
• 3. Some provider listings even include

fillable forms for clients to begin the enrollment process immediately

My Resources > Search Resources

• When searching for resources, fill out
• ne or more search criteria.
• Selecting a provider will direct to the

provider's listing in mySAMi.

• Be aware that the search criteria is

based on 'and' and not 'or'. ○ The more search criteria inputted, the more narrow the search will become. ○ Select fewer parameters to broaden the search.

• Search: List all of the providers that

fit the search parameters inputted.

My Resources > Search Resources > Search

My Resources > Add My Referral

• To add a referral,

clients complete fields highlighted in yellow and click ‘Add’

Adding a referral will help keep record of the providers that clients may be interested in or are currently receiving services from.

My Resources > View Referrals

• All referrals created are accessed under 'View Referrals'.

○ Map: Clicking on the map will direct to either Google Maps,

• r the Maps linked within the devices software, providing

directions to the address selected.

• Pencil Button: edit a
• referral. Adding a start date

and end date will keep a historical record of the

• rganizations worked with.

○ Fill out the required fields highlighted in yellow with *. ○ Near the bottom, there will be a historical reference regarding updates that have been made to the referral.

Settings

Assists clients in customizing their mySAMi account with the ability to:

• Deactivate Profile
• Track Interactions
• Change Password
• Change Security Questions
• Upload Photo

○ To send out with case file

• Edit the Layout of SAMi

Settings > Account Info > Deactivation

Account Info will grant access to the deactivation of account:

• Deactivation enables the loss
• f access to the account.

○ Click on deactivate ○ A pop-up confirmation will appear and to complete the action click on deactivate. ■ If this was a mistake, click on cancel.

To reactivate the account, contact a Human Services Navigator

Update Security Questions

• 1. Click on the blue gear at the top of

the screen

• a. My Settings > Security Questions
• 2. The password must be

verified in order to change security questions.

• 3. Enter in the new

answers and click on ‘Update’ to save.

Settings > Upload My Photo

• To upload:

○ Click on 'Choose File' ■ mySAMi will integrate with the device's built in software to browse photos and files to be uploaded. ■ Cellular Device: ability to take a photo / access gallery ○ Once completed, click on 'Upload’ to save the image.

• Remove:

○ Click on 'Remove' in order to remove the uploaded photo. ○ A pop up will appear to confirm the action, and to complete, click on 'Remove'. ■ If this was an accident, click on 'Cancel'. ○ To restore the deleted photo, click on 'Restore'.

The option to include clients’ photo when Exporting, Printing, and Saving Case File is available.

Settings > Edit Preferences

• Display my photo in reports and case files: When

exporting, printing, and saving a case file, there is an option to 'include photo'. ○ To remove this option completely, click on 'No'.

• Display menu in: The option to have all of the modules
• n one page or two pages is available.

○ To change the layout, click on the drop down bar in the select column and select the desired layout.

• Print preview reports in: The option to print in either

color or grayscale is available when printing case files using My Documents. The layout and features of the app may be modified to the account owners liking.

Thank you for your Support!!!