Course Catalog
15 active courses across 8 training programs. Enroll to add a course to your learning path.
Admissions Training
Referral intake, the client admission workflow, and client transfers for agency staff.
Client Admission Workflow
Run the full admission workflow: Welcome Package, exhibits, eligibility, consents, and QA approval.
Requires instructor competency approval.
Client Transfers
Initiate, review, and complete a client transfer between agencies.
Requires instructor competency approval.
Referral & Lead Management
Work the leads and referrals pipeline: intake, qualification, and conversion to admission.
Requires instructor competency approval.
Billing & Payroll
Vendor billing, Net 7 invoices, and payroll fundamentals.
Vendor Billing & Net 7 Invoices
Generate, review, and dispute vendor invoices on the Net 7 cycle.
CareFlow Orientation
Getting started with the CareFlow AI platform: secure sign-in, navigation, and the daily tools every worker uses.
CareFlow Platform Orientation
Learn to sign in securely, navigate the dashboard, manage your profile, and use Work Chat.
Client Care & Charting
Person-centered daily charting, care notes, and incident reporting.
Daily Charting Fundamentals
Chart as you go: objective care notes, task documentation, and alerting changes in condition.
Requires instructor competency approval.
Incident Reporting
Recognize, report, and document incidents the same shift they happen.
Requires instructor competency approval.
Person-Centered Care & My Voice
Honor client preferences and personal goals in every visit and care plan.
Requires instructor competency approval.
Compliance & Safety
Privacy, HIPAA, security, and emergency procedures.
Emergency Procedures
Respond to medical, fire, and elopement emergencies during a visit.
Requires instructor competency approval.
Privacy, HIPAA & Security
Handle PHI correctly: HIPAA basics, secure messaging, and password hygiene.
Requires instructor competency approval.
Medication Safety
Medication scope of practice, reminders, and full MAR competency.
MAR Competency
Full medication administration record competency: two-factor ID, PRN criteria, and sign-off.
Requires instructor competency approval.
Medication Reminders & Scope of Practice
Know the line: non-medical workers remind and document — never administer.
Requires instructor competency approval.
Transportation Operations
Transportation requests, driver dispatch, and trip documentation.
Transportation Requests & Driver Dispatch
Take transportation requests, dispatch drivers, and document trips.
Requires instructor competency approval.
Workforce Operations
Scheduling, timeclock EVV, and timesheet basics for agency workers.
Scheduling & Timeclock
Build schedules and clock in and out with EVV location verification.
Requires instructor competency approval.
Timesheets & Payroll Basics
Review, approve, and export timesheets without common payroll errors.
