An invitation code and signup link will be generated. Share these with the caregiver so they can sign up.
Drag and drop your file here, or click to browse
Supported formats: CSV, Excel (.xlsx, .xls)Use headers in one of these formats. Blank or initial means the caregiver should start with initial training for that role. annual or yes means annual training.
email,role,training_type
jane@agency.com,PCA,annual
jane@agency.com,Waiver,initialemail,role_1,training_type_1,role_2,training_type_2
jane@agency.com,PCA,annual,Waiver,initialIf caregivers were already invited and some cannot find the email, share this same agency-specific link so they can look up their existing invite by email and continue to the normal signup page.
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Please confirm which columns correspond to each field. You can change the mapping if needed.
Review and confirm role/title associations. New roles will be created if you select them.
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Clients can have multiple client types, each with its own intake date. Structure your data using one of these formats:
Order matters: first type matches first date, second matches second, etc.
Use separate columns for each client type and its corresponding intake date.
Drag and drop your file here, or click to browse
Supported formats: CSV, Excel (.xlsx, .xls)Processing file...
Please confirm which columns correspond to each field. You can change the mapping if needed.
Review and confirm client type associations. New client types will be created if you select them.
Review and resolve any conflicts where visit dates are before client type intake dates.
Processing clients...
PDF preview will appear here after upload
Warning: This action will log you in as the target user. All actions will be logged for audit purposes.
Template saved successfully! Enter recipient details to send.
Complete your required training modules to ensure the highest quality of care
All caregivers must complete these mandatory training modules to maintain compliance with state regulations and ensure the highest standards of care. Each module includes interactive content, assessments, and certificates upon completion.
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Configure everything your agency needs—from training content to caregiver, client, and organizational oversight.
Manage all training-related activities including courses, modules, and caregiver progress.
Track client profiles, care plans, and compliance documentation in one place.
Manage agency settings, roles, and compliance requirements across locations.
Manage client events and caregiver schedules
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Events with incomplete tasks
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Manage all agencies, users, and platform-wide settings.
Use this tool to log in as any user for support and troubleshooting purposes.
Paste an invitation ID from SendGrid to rebuild the invitation subject, body, and signup link for manual follow-up.
Compliance courses not tied to any agency. Add these to templates or agencies later.
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Categories for templates. Assign courses when building templates.
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Reusable review category queries for agency templates and agency setup.
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View all courses created by admins across all agencies.
| Course Title | Description | Agency | Hours | Categories | Created By | Created Date |
|---|---|---|---|---|---|---|
| Loading courses... | ||||||
The invitation has been created. Share the details below with the user.
Next steps: Send the invitation code, signup link, or agency lookup link to the user via email, text message, or any communication method. They can use it to create their account within 7 days.
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Manage all training activities, courses, and caregiver progress
Build, organize, and assign custom training courses with categories
Send professional invitation emails to new caregivers
Generate detailed training progress and compliance reports
Create the next annual training before caregivers become due.
| Caregiver Name | Roles | Total Progress | Last Updated | Download Training Log | ||
|---|---|---|---|---|---|---|
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Send reminders to caregivers about training
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Start inviting caregivers to see activity hereBuild, organize, and assign custom training courses
| Course Title | Description | Duration | Slides | Categories | Status | Actions |
|---|
Create your first course to get started
Assign training categories to multiple caregivers at once
Assign categories to all caregivers with a specific role or title
Select individual caregivers to assign categories
Assign a single course to selected caregivers
Manage your agency profile and settings
Agency Logo
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The Training Administrator's name will appear on all training certificates issued to caregivers. Select a person from your agency to be designated as the Training Administrator.
The Review Administrator is the primary contact responsible for handling client review completions. You can select someone from your agency or specify an external nurse/employee by name.
| Name | Roles | Actions |
|---|
Click on a rule to see details. Use the toggle to enable/disable each rule. Tasks remain pending until manually confirmed or programmatically marked complete.
Trigger: A review is due within 3 weeks (21 days) and no one has been assigned.
Completion: Automatically removed when a reviewer is assigned.
Trigger: A visit/event is scheduled to occur in 2 weeks.
Completion: Admin confirms reminder has been sent.
Trigger: A visit/review is scheduled in 2 days with an assigned person.
Completion: Admin confirms notification sent or acknowledges reminder.
Trigger: A review event has passed and needs completion recorded.
Completion: Admin confirms review completion by selecting review type and completion date.
Trigger: A new caregiver has no roles assigned.
Completion: Admin assigns roles to the caregiver.
Trigger: A caregiver has roles but no training categories.
Completion: Admin assigns training categories.
Manage document templates and track signed documents
| Recipient | Document | Sent Date | Status | Actions |
|---|
Configure your document template by placing fields on the PDF
Drag and drop onto the document
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Upload a PDF document to get started
or drag and drop a PDF file here
Manage your clients and their information
These actions will permanently delete and regenerate review tasks. Use with caution.
Review and complete missing information for completed reviews
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Warning: You are about to delete 0 client(s). This action cannot be undone.
This review task is for a client that has been deleted. You can confirm the completion date to keep it for audit records, or delete it permanently.
This review task was created because the client was added with an intake date in the past. The review was due on ().
Intake date:
This visit was imported from bulk add but could not be automatically associated with a client type. Please select which client type this visit belongs to, or dismiss the event if it's not needed.
We found existing scheduled reviews near your completion date of .
Would you like to link to one of these reviews instead of creating a new one? This will update the existing review and automatically shift all subsequent reviews accordingly.
Choose how you'd like to add this event to your calendar:
Click or drag elements to add to slides
Click "Add Slide" to start building your course
Select courses to add to this category:
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Select categories for each role. New caregivers with these roles will automatically receive the assigned categories.
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Select a Course Library course to add to this category.
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Select a Course Library course to add to this agency. Optionally assign it to a category, or add as a standalone.
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No categories yet. You can add this course as a standalone.
Select a Category Library category to add to this agency. Any Course Library courses attached to that category will be copied into the agency and assigned to the new category.
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Based on intake date: January 1,
Add reviews to see the schedule preview
Based on intake date: January 1,
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