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.