2025 Webinars

11/19/2025: SAM Update 11-18-25

In this webinar, we discuss what is new with SAM for the November 2025 release.

09/17/2025: Templates

In this webinar, we discuss the basics of Templates and their main use cases.

08/20/2025: Reports

In this webinar, we discuss the basics of reports as well as some new features within reports.

07/23/2025: Auto Actions

In this webinar, we discuss Auto Actions and how to configure them so they best assist you. We also demo the various types of Auto Actions you can set up in SAM beginning at 30:39.

06/18/2025: New Checklist Features

In this webinar, we discuss the new checklist features available as of the June 2025 release.

05/21/2025: SAM Lead Roles & Responsibilities

In this webinar we discuss SAM Lead Roles & Responsibilities from managing users and settings to the tools your team can use to implement your programs into SAM, plus a touch on reporting responsibilities and how to access support when you need help. 

05/14/2025: Reports 

In this webinar we discuss Report tools and actions users can take using SAM's reports. 

05/07/2025: Templates

In this webinar we discuss Template Designer's tools and how clients use Templates in SAM. 

04/23/2025: Multi-Record Forms

In this webinar we discuss important information on building forms based on Multi-record tables. 

04/15/2025: Public Forms

04/09/2025: Form Basics

03/19/2025: Documents

03/12/2025: Checklists

03/05/2025: Foster Care Accounting

02/19/2025: Important Case Fields in SAM 

02/05/2025: Bulk Update, Bulk Insert, and Bulk Emails

02/12/2025: Sending Emails with Auto Actions 

2022 Webinars

09/09/2022: Summer Webinar Series - Reports

08/12/2022: Summer Webinar Series - Auto Actions

Sending client email notifications, handling References and  our process for getting Household member background checks to be ready for home study updates. 

07/08/2022: Summer Webinar Series - Case Management

2021 Webinars 

05/12/2021: Checklists in SAM  

04/14/2021: New User Training  

03/25/2021: SAM's Get it Done Call on Portals   

03/17/2021: Expanding the Family Portal  

02/17/2021: Get it Done: Templates 

02/10/2021: Setting up Templates 

Specific to creating a printable home study template, but showcases several of the tools available in Template Designer.