For Contracted Providers: SAMIS Training Page

SAMIS, short for Services and Activities Management Information System, is a web- based reporting system that ECT will be rolling out in spring and summer 2023 to track agency performance and process reimbursement requests. The program side of SAMIS includes several modules that will allow both ECT and contracted providers to track participant demographic information, referrals, specific services and activities, measurable objectives, waiting time for program services, and attendance, to name a few. Updated guides and videos will be posted regularly on this page. Questions? Contact Richard Stone at rstone@EscambiaChildrensTrust.org.

Program Guides

Start Here: Welcome New User

Welcome to SAMIS! Click HERE to access the new user instructions

SAMIS Provider: Agency Administrator

New Agency Administrator Guide

SAMIS Provider: Program Group

Adding Service Delivery Sites and Participant Groups

Expanding to a New Site?

  • Click HERE for instructions on how to add a new program site to SAMIS

Entering Participant Data in SAMIS

  • Click HERE to access the Entering Participants in SAMIS Guide
  • Click HERE to for a step-by-step video on Entering Participants in SAMIS

Taking Attendance

  • Click HERE for instructions on taking attendance in SAMIS
  • Click HERE for a step-by-step video on taking attendance in SAMIS

Group Activity / Services

  • Click HERE to access the Group Activity / Services Guide

Working In The Grid

  • Click HERE to access the Working in the Grid Guide
  • Click HERE for an instructional video on Working in the Grid
  • Note: Working in the grid allows users to sort, filter, and edit fields in this section. There is also the option to control what fields appear in the grid.

Participant Actions

  • Click HERE to access the Participant Actions Guide
  • Click HERE for an instructional video on Participant Actions
  • Note: Participant Actions are used to carry out different processes on numerous participants at one time.

Quarterly Reporting

  • Click HERE for instructions on submitting quarterly reports in SAMIS

Reporting a Performance Measure

  • Click HERE for instructions on submitting a performance measure in SAMIS

SAMIS Provider: Financial Group

Creating Financial Workflows

  • Click HERE to access the Creating Financial Workflows in SAMIS Guide
  • Click HERE for a step-by-step video on Creating Financial Workflows in SAMIS
  • Note: Adding creating a workflow should be done before entering a reimbursement, budget or amendment.

Creating and Submitting a Reimbursement

  • Click HERE to access the Creating and Submitting a Reimbursement in SAMIS Guide
  • Click HERE for a step-by-step video on Creating and Submitting a Reimbursement in SAMIS

Fiscal Reports

  • Click HERE to access the Fiscal Reports SAMIS guide, which includes instructions for downloading budget amendments, budget summaries and reimbursement detail reports for your records.