Recover Care at Home Team Coordinator Training Log


To ensure comprehensive training for new Office Managers

Regulation: N/A
Policy:  N/A


  1. 100% of the below items are reviewed and trained for every new Office Manager


New Hire



Recover Care at Home - Office Manager Training Checklist
Training AreaOrientation TopicsTrainerDate CompletedEmployee InitialsTrainer Initials
ClearCare TrainingHow to Staff a Shift

Entering Recurrences 

Entering a New Client in ClearCare

Entering Medications

Client / Employee Matching Criteria

Family Room 
  • General Overview (
  • How to send Family Room invitations
  • Know how to troubleshoot sent invitations if a client or family member is having trouble logging in
  • How to resend invitations
  • How to manually create a login for a client or family member
  • How to log in to individual client portals
  • How to communicate the Family Room to clients and family members
  • How to review messages left on the Dashboard
  • How to check assigned tasks
  • How to modify individual permissions to the Family Room

Expiring Employee Documents

CCGO App Training

Payroll Review & Finalization

Billing Review & Finalization

Mileage Tracking - Caregivers (ClearCare)

General Office TrainingAnswering and Routing the Phones

Microsoft Outlook Training

Microsoft Teams Training

S:Drive Overview

Order Business Cards

Setup Voicemail

Email Signature Setup

Office Tour

Review Accountability Chart

Staples Ordering - Accessing and Ordering

Heart of Recover

Phone Directory Location

IT TrainingFirst Time Login and Setup

Knowledge BaseKnowledge Base Access

Knowledge Base Basics

New Client TrainingIntake Process

Scheduling a Consult

Service Plan Review

SOC Charts

Taking a Referral

Comprehensive Assessment Process

New Employee TrainingNetStudy Background Check

Verified Credentials Background Check

Paylocity TrainingPaylocity Onboarding

Entering Mileage in Paylocity

Review Recruting Tab in Paylocity

Mileage Tracking - 

Submitting Time Off

Self-Service Portal

Position Specific TrainingStaffing 101

Employee Personnel Review

Client Review

On-Call Training (Including on-call log)

MN Comprehensive Home Care License Review

Payroll Deadlines

Billing Deadlines

Recover Health Service Offerings

Job Description Review

Meeting Requirements (L10, 1:1s, Quarterly Planning, TCPA Training)

Badge Photo Submission

HHA General Orientation

RN Competency Training

Retention Strategies

Grievance Reporting

Incident Reporting

QAPI Plan Overview


Phone Screen

Verbal Offer

Welcome Letter

Meet Your Recruiter

Relias TrainingAccessing Assignments

Assigning New Courses

Accessing HHA Profiles

Required New Hire Training

Shadowing30 Day Supervisory Visit - HHA

Applicant Interview

Applicant Phone Screen

Applicant Verbal Offer

Client Consult

Routine Visit


Taking a Referral

Zoho TrainingConverting a Lead to Client

Entering a Lead in Zoho

Accessing Zoho

Logging Activities