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.
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