2022-09-21_sspeirs_Shyanne training.docx

WEEK 1 September 20-23

Signing all forms

HCA presentation

Discussion of roles and organizational chart

Orientation on duties

Review of Phone system

Orientation on documents in binder

Orientation on intranet, HCA-U, Clear Care

Online training

Clear Care training

HCA-University – Balanced Care Method

Shadowing

Orientations

Scheduling

WEEK 2 (September 26-September 30)

Review of Clear Care knowledge (e.g. Prospects Clients, Scheduling)

Review of work flow for bringing on new client/scheduler process

Input of tagging " scheduler" for all clients

Review Client and caregiver files –  Clear Care

work with CM's to start taking over scheduling

On call procedure

Week 3 ( October 3- 7)

* Ensure stat holiday schedules are correct

* Review of policies and procedures for Calgary and Winnipeg officed