Recover Care at Home Team Coordinator Training Log

Purpose: 

To ensure comprehensive training for new Office Managers

Regulation: N/A
Policy:  N/A

Measurement:

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

Process:

RoleNameInitials
New Hire

Administrator

Others


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 (https://clearcareonline.force.com/s/article/Family-Room-Tutorial)
  • 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



RecruitingInterview



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



Start-of-Care



Taking a Referral



Zoho TrainingConverting a Lead to Client



Entering a Lead in Zoho



Accessing Zoho



Logging Activities