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signing your clients up for samaritan memberships

 

begin the sign-up process: 

  1. identify a client who is eligible for a Samaritan Membership

  2. select the "Member intake" button in the left-hand navigation bar, or use your phone or tablet camera to scan the QR code located on the member card and select "issue to member."

complete a Member sign-up

  1. add private information
    1. enter your client's first and last name, date of birth, insurance ID, and contact information (NOTE: insurance ID may not be required depending on your city)
    2. this information is never shared publicly. the contact information you provide will be used to keep your Member up-to-date on their Membership and to receive messages of encouragement
  2. complete a status capture
    1. ask each question prompted at the top of the screen, and tap the answer that match your client's response. you can select one or multiple answers, or write your own response
    2. our touch-what-you-hear 4-question survey allows us to track social needs over time.
  3. add action steps
    1. NOTE: action steps should align with the goals you are already setting with clients, and can also include your clients' personal goals
    2. select a pre-filled option or write your own
    3. select the goal or goals of the action step from the list
    4. enter the dollar amount that you want to award to your Member for completing this step
    5. Aim to award around $40 in action step bonuses per month
    6. enter or select the date you would like your Member to complete this task by
  1. add needs
    1. needs are shared out to our network of supporters, who can empower our Members to meet those needs and overcome financial barriers to care.
    2. select a pre-filled option or write your own
    3. enter the cost to meet the need (we suggest identifying needs under $200)
    4. enter or select the date your client needs funding by
    5. amount received for needs is not guaranteed, as we rely on charitable contributions
  2. include public information
    1. Samaritan will tell your Members' stories to our network of supporters. your Member can choose to include a photo and bio to enable our team to elicit more support to meet their needs, but it is not required. this information is shared with our community of supporters. those with a photo and story have received up to 15x as much support, so please include additional details if your Member is comfortable sharing!
    2. take a photo of your Member (samaritan offers a blur feature to add additional privacy for Members who don't want to share their image)
    3. include a few sentences about your client (consider including hobbies, goals for the year, background information, or anything else your client wants their supporters to know)

 

agree to the terms of service

our Members will agree to our privacy policy and terms of service, which includes:

Terms of Service

➢ stay in touch and treat your care provider well :)

if you stop accessing services from your care provider, your Membership may be deactivated, with remaining funds given to other Members in great need.

➢ don’t sell or misuse your Membership

Samaritan may terminate your Membership if you sell your Membership benefits or deceive your case manager and team of samaritans supporting you.

➢ avoid soliciting your team of samaritans

your team of samaritans are happy to support you! however, selling products, services, or trying to get referral bonuses through your samaritans, is not allowed. doing so will result in a warning, and if continued, will result in the termination of your Membership.

Privacy Policy

➢ your private information is never shared

you’ll receive messages of encouragement, opportunities, and reminders from your case manager and team of samaritans, but your actual contact info is never shared. You can opt out of messages, and if needed, report suspicious activity to Samaritan plus your case manager.

➢ we’ll tell your story to good samaritans who want to help

with your permission, we’ll share your goals, needs, and photo with potential supporters to help you move forward. ppt out anytime by asking your case manager to end your Membership and delete your data.

➢ we talk to and work with your team of samaritans

your conversations with your Samaritan supporters may be shared with other members of our team, so that we can both help share your wins and progress, and understand how to best support you.