SAMIS stands for Services and Activities Management Information Systems, and is a web-based reporting system that will increase the efficiency of the information exchange between The Children’s Trust and the funded Agencies. The application has been used since 1999 and is approved under the Statement on Auditing Standards (SAS) No. 70, a widely recognized standard developed by the American Institute of Certified Public Accountants (AICPA). The application presents both Fiscal and Program sides. Read more

BENEFITS:

• Web based system: No installation or special hardware required
• Reduce Paperwork: Processes occur in a paperless environment
• Improve control of staff and fiscal duties, improving accountability and response

Training Resources

• Online Training
  
  
• How to Access SAMIS (Login Checklist)
  This is a detailed step-by-step document that will guide the user on how to access SAMIS after training is completed, as well as to check their role in each fiscal document.
• Provider Training Powerpoint
• Reimbursement Business Practices
• How to Enter Payment Advance
  
• Creating a New Position for Approved Budget
• Position Management - Terminate Staff
• Create Amendments
• Document Repository Quick Guide
• Hands-on Exercises
• Compatability View
• New Password Features Updated!
• How to Edit Salaries NEW!
• List of SAMIS Enhancements Release 8a NEW!
• Training Handout: How to Edit Budgets
• Create Amendments NEW!

Frequently Asked Questions
Answers to the most commonly asked questions.

Training Site
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More on SAMIS

The Fiscal side of SAMIS includes the modules that provide all the fiscal functions necessary for the financing of specific programs such as:

• Program Funders
• Position Management
• Budgeting
• Budget Amendments
• Reimbursements

The Program side and its supporting modules allows the tracking of participant demographic information, referrals, specific services and activities, measurable objectives, waiting time for program services, units of service and attendance. They also provide the user with valuable tools to ensure data entry is being performed, to maintain data integrity, and provide the ability to analyze the data, Other modules track distinct group events, record volunteer participation, provide for greater program-level data entry customization, and allow extensive reporting in SAMIS. It contains the following elements:

• Case Data Gatherer
• Measurable Objectives
• CDG Reports
• Group Activities
• Volunteer Activities
• PIC List Maintenance
• Attendance Tracking
• Reverse EDI

Our Training covers in a very dynamic setting the definition of each Fiscal component with hands-on exercises, empowering the user to manage SAMIS effectively.

Our training agenda is as follows:

• Overview of SAMIS: Key benefits and features.
• Position Management: How to add, remove and edit staff members.
• Workflow Basics: definition, importance, how to manage the different roles as well as surrogate users.
• Creating a Reimbursement: this section shows how to create a reimbursement and the different business rules applied to it.
• Creating a Budget Amendment: demos and definitions will be discussed so users can view the budget amendment process.
• Document Repository: this important feature will be displayed and users will learn how to utilize it properly.
• Reporting Overview: we will show users the types of reporting and their main components.