Account Executive Training Log

Purpose:  

Orientation of an Account Executive. Use the log below to click on links for training in coordination with a printed copy. Initial and date areas of training upon completion.

Video:

**DENISE TO MAKE WELCOME VIDEO

Measurement:

  1. 100% of all items on the list signed off within 4 weeks of hire
  2. This process is printed, signed-off and included in the new employee's HR file

Process:

RoleNameInitials
New Hire

Administrator

AE Mentor

Others


The trainer should walk through each item below.  As the trainer completes each step, they will complete the check list and store along with the rest of the employee records.  If you have questions, please contact the Director of Sales Training and Development


Recover Care at Home OrientationTrainerEst TimeDate CompletedEmployee InitialsTrainer
Initials
Complete **General Orientation Training LogAdministrator3 Hours


Recover Health Service OfferingsAE Mentor1 Hour


Recover Care at Home Service OfferingsAE Mentor30 Minutes


Recover Care Communities TrainingAE Mentor30 Minutes



Technology/System TrainingTrainerEst TimeDate CompletedEmployee InitialsTrainer
Initials
ClearCare (CC)
  • Look Up Client
    • Client Contact Information
    • Access Client Documentation
    • Access Client Contacts
  • Look Up Caregivers
    • Contact Information
    • Caregiver Notes
  • View Client Schedules
Clinical Manager1 Hour


Zoho CRMAE Mentor3 Hours


Point Click Care (PCC)
  • Look up a Client
    • Contact Information
    • Clinical Notes
  • Identifying Referral Sources
  • Point Click Care Reports : PCC Reports Tutorial
    • Report 1:  Referral Source Statistics
    • Report 2: Patient Referrals
AE Mentor1 Hour


Paylocity
  • Submitting Mileage
  • Recruitment Process
  • Access Benefit Information
  • Review Pay Stubs
  • Request Time Off
  • "Community" Tab
Team Coordinator 1 Hour


MeetingsTrainerEst TimeDate CompletedEmployee InitialsTrainer
Initials
Daily Stand-UpAdministrator30 Minutes


Weekly Branch L10Administrator1.5 Hours


Weekly Management MeetingAdministrator1 Hour


Weekly Recover Health/Recover Care at Home Sales MeetingAE Mentor30 Minutes


Weekly Account Executive 1:1AE Mentor30 Minutes


Monthly Sales MeetingAE Mentor1 Hour


Monthly Sales Messaging Meeting
AE Mentor
30 Minutes



Role Specific OrientationTrainerEst TimeDate CompletedEmployee InitialsTrainer
Initials
Sales Core Process
AE Mentor1 Day


Account Executive Compensation PlanAE Mentor
10 Minutes


Account Review & HistoryAdministrator/AE Mentor
2 Hours


Review Target MarketAdministrator/AE Mentor30 Minutes


Quarterly Growth Plan TrainingAdministrator/AE Mentor
1 Hour


Marketing RequestAE Mentor
10 Minutes


Client Consultation ShadowAdministrator/AE Mentor
1 Hour


QAPI ParticipationAdministrator



Review Expense ReportingAdministrator



Storefront OrderingAE Mentor



Account Executive Core Recruiting Process
AE Mentor




ProgramsTrainerEst TimeDate CompletedEmployee InitialsTrainer
Initials
  1. Alzheimer's/Dementia Program
  2. Stop and Watch
  3. Client Family Room
  4. The Recover Care Difference
Administrator1 hour



Other Role TrainingTrainerEst TimeDate CompletedEmployee InitialsTrainer
Initials
Intake ShadowClinical Manager2 Hours


Clinical Manager ShadowClinical Manager2 Hours


Start of Care (SOC) ShadowRN Case Manager2 Hours


Attend HHA MeetingClinical Manager1 Hour


Attend RN MeetingClinical Manager1 Hour



GraduationTrainerEst TimeDate CompletedEmployee InitialsTrainer
Initials
  1. Print, fill in the name, and sign the following certificate:  RC AE Certificate of Training Completion
  2. Announce Completion at next Stand-Up
Administrator10 Minutes