Office Training Plan and Video Library

Below is the training path for Office staff and who 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