I train caregivers on your home care agency's own policies
Tell me how often you hire and who runs orientation now. I turn your handbook, visit routines, timesheet steps and reporting policy into a first-week path caregivers finish on their phones. Coordinators see who is done before a first visit. Hands-on care and competency checks stay with your nurse or clinical director.
Your handbook and visit routines as a first-week path on the phone. Hands-on care stays with your nurse.
Your caregiver handbook, visit checklists and reporting policy, or a call with the coordinator who runs orientation.
You get
A first-week path on the phone, a card for visit notes and timesheets, and a view of who finished it. Your nurse decides who is ready for a first visit.
Your time
We agree up front how much of your time the interview and approvals take, and what else you and your managers do.
Who helps
I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment.
Example · visit-note card, companion care
Before you leave a visitDraft for your approval
One page on the caregiver's phone · from your visit routine
Write what you did, in the order you did it
Note anything the client refused, in their words
Clock out in the app before you leave the driveway
Tell the office if the next visit time changes
Stop and call the on-call nurse if the client seems unwell or hurt.
Source: Visit routine, version 3EditApprove
Sample result on this page, not a client's work.
Roles I start with
The people who keep visits running
Your administrator and I confirm these first. I usually begin with the caregiver's first week, because it repeats so often.
Caregiver, first week
Your policies, the visit routine, what to do when a client refuses help, and how to report a concern.
Companion caregiver
Arriving, the visit log, light housekeeping and leaving the home the way your agency expects.
Scheduler or coordinator
Matching rules, call-off steps and what to tell a family when a caregiver runs late.
Intake and office
The first call with a family, the intake form and the hand-off to your care manager.
Field supervisor
The supervisory visit routine and how its notes reach the office, apart from any clinical assessment.
Payroll and timesheets
Clock-in, mileage and timesheet rules in plain steps, so the office stops chasing them.
How I take it on
A first week for caregivers, built once and shared with every hire
1
How you hire
Tell me how many caregivers start in a usual week, in which territories, and who holds orientation now.
2
Your handbook and routines
The handbook, visit checklists, timesheet rules and reporting policy, or a call with your coordinator.
3
The clinical lines, marked
Your clinical director marks every topic that only a nurse may cover, and I leave those to their training.
4
A path on the phone
Lessons for each day of the first week, and a card for visit notes and timesheets. Your director approves each piece.
5
Alone in the client's home
One page for the moments a caregiver is on their own: a refusal, a fall, a worry about the client. It names who to call.
6
Checked before the first visit
Coordinators see who finished the path, and your field supervisor decides who takes a first visit unaccompanied.
Example
Eight caregivers a month across two counties
You said: "Our coordinator spends every Monday on orientation instead of filling shifts." I start with the handbook. Example · companion care agency, 2 counties
Jun 2Your handbook and visit checklists read with your coordinator
Jun 4A first-week path and a visit-note card drafted
Jun 5Your director approves. Safety and reporting lessons signed by your nurse
Jun 9Shared with the week's new caregivers before their first day; sending it myself is planned, not available today
Jun 12Coordinators see who finished the path
Jun 13Your field supervisor decides who takes a first visit alone
For caregivers who read another language first
If some of your caregivers read Spanish more easily, the first-week path and the visit-note card come in the language each one picks, from one approved version the office keeps.
English
Spanish
The caregiver's choice
What stays with you
Hands-on care, clinical skills and competency checks stay with your nurse or clinical director
Whether training counts toward state hours is for your administrator to confirm
Client records and health details stay out of lessons
Who is hired, and who is matched with which client, is your decision
