Office Training Plan Video Library

Below is the training path for Office staff which staff within your office should complete each section.

Beginner Level 1

Basic Office (11 minutes)- All office staff

 

Beginner Level 2

Clinical Intake Part 1 (17 minutes)- Intake staff and super admin

Clinical Intake Part 2 (12 minutes)-Intake staff and super admin

Clinical Intake Part 3 (22 minutes)-Intake staff and super admin

Validating Your Agency Specific Workflow (3 minutes)-All office staff

 

Intermediate Level 1

SPoC Basic Training: Scheduling (39 minutes)- All office staff

SPoC Basic Training: Tracking Visits (31 minutes)-All office staff

 

Intermediate Level 2

SPoC Basic Training: QA Part 1 (12 minutes)-Office Clinical and super admin

SPoC Basic Training: QA Part 2 (14 minutes) -Office Clinical and super admin

SPoC Basic Training: QA Part 3 (7 minutes) -Office Clinical and super admin

Physician Order Tracking and E-Fax (16 minutes)-Order tracking staff & super admin

Document Management-Optional if Document Management purchased

 

Advanced Level 1

Super Admin User (27 minutes)- super admin only

Libraries and Templates (16 minutes)- super admin only

Secure Messaging- Optional if Secure messaging purchased

SPoC Basic Training: Communicating with the team in SPoC (33 minutes)-All office

 

Advanced Level 2

RAP Report, Visit Fax Report and Visit Report (10 minutes)-Medicare agencies only

SPoC Basic Training Validating your Agency- Specific Workflow

3 min.

SPoC Basic Training Scheduling

39 min.

SPoC Basic Training Tracking Visits

32 min.

SPoC Document Manager

15 min.

Super Admin User

27 min.

Libraries and Templates

16 min.

Rap Report, Visit Fax Report, and Visit Report

10 min.