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Multi-Record Checklists

Background checks, persons in the home, questionnaires... sometimes you need to do a particular process multiple times for clients, and SAM checklists can help!

In this free 30-minute webinar, we'll cover how to configure and use multi-record checklist sections internally and externally. Sign up now!

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Earlier Event: January 24
SAM Webinar: Public Checklists
Later Event: March 9
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