If the client already has a record in SAMMS, you may not add them again. They must be readmitted under the existing record.

  • Double Click on the client to load the client record onto the SAMMS screen.
  • Verify that all information is up to date. If a change is required, enter the new information and then click Save at the bottom of the screen to update the client’s record.

  • Once you have verified the information, click on the Change Program/Status button to enroll the client.
  • This box will display. Click on Enroll in a new Program.

The Change Client Status box will now appear.

  • Choose Inquiry from the Program drop down menu.
  • Select the Program Enroll Date, which is most often today.
  • Choose the Category, or how the client heard about our services.
  • Choose the Referral Source from the drop down menu.
  • Click on Enroll Client.

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