Join us for a free webinar on using auto actions to send weekly reports to your team, reminders to your families, and add alerts for important incidents or deadlines.
Make SAM work for you! In this webinar, we'll discuss options for automation specific to checklists, such as automatically assigning team members tasks, inserting checklist sections (like the home study) when families pay a fee, and setting up weekly checklist reviews for program managers.
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!