| Recover Care at Home - Office Manager Training Checklist |
| Training Area | Orientation Topics | Trainer | Date Completed | Employee Initials | Trainer Initials |
| ClearCare Training | How to Staff a Shift |
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| Entering Recurrences |
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| Entering a New Client in ClearCare |
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| Entering Medications |
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| Client / Employee Matching Criteria |
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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
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| Expiring Employee Documents |
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| CCGO App Training |
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| Payroll Review & Finalization |
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| Billing Review & Finalization |
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| Mileage Tracking - Caregivers (ClearCare) |
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| General Office Training | Answering and Routing the Phones |
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| Microsoft Outlook Training |
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| Microsoft Teams Training |
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| S:Drive Overview |
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| Order Business Cards |
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| Setup Voicemail |
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| Email Signature Setup |
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| Office Tour |
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| Review Accountability Chart |
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| Staples Ordering - Accessing and Ordering |
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| Heart of Recover |
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| Phone Directory Location |
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| IT Training | First Time Login and Setup |
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| Knowledge Base | Knowledge Base Access |
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| Knowledge Base Basics |
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| New Client Training | Intake Process |
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| Scheduling a Consult |
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| Service Plan Review |
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| SOC Charts |
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| Taking a Referral |
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| Comprehensive Assessment Process |
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| New Employee Training | NetStudy Background Check |
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| Verified Credentials Background Check |
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| Paylocity Training | Paylocity Onboarding |
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| Entering Mileage in Paylocity |
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| Review Recruting Tab in Paylocity |
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| Mileage Tracking - |
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| Submitting Time Off |
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| Self-Service Portal |
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| Position Specific Training | Staffing 101 |
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| Employee Personnel Review |
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| Client Review |
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| On-Call Training (Including on-call log) |
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| MN Comprehensive Home Care License Review |
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| Payroll Deadlines |
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| Billing Deadlines |
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| Recover Health Service Offerings |
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| Job Description Review |
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| Meeting Requirements (L10, 1:1s, Quarterly Planning, TCPA Training) |
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| Badge Photo Submission |
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| HHA General Orientation |
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| RN Competency Training |
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| Retention Strategies |
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| Grievance Reporting |
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| Incident Reporting |
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| QAPI Plan Overview |
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| Recruiting | Interview |
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| Phone Screen |
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| Verbal Offer |
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| Welcome Letter |
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| Meet Your Recruiter |
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| Relias Training | Accessing Assignments |
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| Assigning New Courses |
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| Accessing HHA Profiles |
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| Required New Hire Training |
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| Shadowing | 30 Day Supervisory Visit - HHA |
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| Applicant Interview |
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| Applicant Phone Screen |
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| Applicant Verbal Offer |
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| Client Consult |
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| Routine Visit |
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| Start-of-Care |
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| Taking a Referral |
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| Zoho Training | Converting a Lead to Client |
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| Entering a Lead in Zoho |
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| Accessing Zoho |
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| Logging Activities |
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