Personal training for home health teams
Software changes nothing until people use it well. We train a whole agency, a single department, or one person at a time, using your own forms, policies and workflows instead of generic slides.
Different jobs need different lessons
Every track is built from your agency’s own materials. The topics below are the starting point; we adjust them in an intake call.
Caregivers and field staff
Short, practical, on a phone-sized screen.
- What counts as PHI, including the surprises: a photo, a voicemail, initials plus a visit date
- Texting, photos and personal phones: what is allowed and what to do instead
- What never goes into an AI chatbot, and the approved alternative
- Spotting phishing and what to do in the first hour after a mistake
Office and intake staff
The people who touch the most records.
- Microsoft 365 for a home health office: Teams, SharePoint, secure sharing
- Using your policy assistant well: asking good questions and checking the citation
- Naming and filing so a surveyor’s request takes minutes, not days
- Safe handling of faxes, scans, and email attachments
Directors, QAPI and administrators
Turning tools into oversight.
- Finding the ten workflows in your agency worth automating, and the ones that are not
- Reading dashboards and exception reports; deciding what needs a person
- Survey readiness: evidence on demand for ACHC, CDPH and CMS reviews
- Writing and enforcing an AI use policy people will actually follow
Owners and leadership
The decisions that sit above the tools.
- AI strategy and risk, in plain language
- Vendor questions to ask: BAA, data location, retention, sub-processors
- Budgeting for automation: what pays back and what only looks modern
- Governance: who approves a new tool and how
One-to-one coaching
Personal means personal.
- Your own recurring task, automated step by step with you at the keyboard
- Excel, Outlook and Teams habits that save an hour a day
- A private place to ask the questions you would not ask in a group
- Built around your role and your week, not a syllabus
Adoption training
When we deploy an assistant or an automation, we train the people who will live with it.
- A walkthrough on your real screens and documents
- A one-page job aid per role
- A short follow-up after two weeks, when the real questions appear
“AI and PHI: what never goes in a chatbot”
A short session for any staff member who might open an AI tool at work, which is now everyone. It ends with people who can state the rule, apply it to their own tasks, and know whom to call.
What counts as PHI
The 18 identifiers, and the everyday cases people miss.
The three rooms
Public chat tools, tools inside your tenant, and tools on hardware you control: what each may see.
Rewrite five real prompts
Hands-on: turn unsafe requests into safe ones that still get the work done.
Spot the leak
Scenario drills built from your own workflows. Nobody is graded; everybody argues.
The first hour
What to do, and tell whom, the moment you think something went to the wrong place.
How training is delivered
- On site at your office, or at your staff meeting, anywhere in California
- Live online for field teams and multiple offices
- One-to-one sessions in person or by video
- Job aids and short recordings staff can return to
- Office hours after the sessions, for the questions that come up in real use
What you keep afterward
An attendance and content record for each session: who attended, when, and what was covered. It supports your HIPAA workforce-training documentation, and your administrator can decide whether a session also counts toward in-service or competency records under 42 CFR 484.80 and your own policies.
Your policies in, your examples out
1. Intake call
Who is being trained, what they do all day, and which incident or near-miss worries you most.
2. Read your documents
We read your handbook and policies so the training matches what your staff are actually told to do.
3. Build the scenarios
Drills from your own workflows, with names and records invented. No real patient information is ever used in training.
4. Teach, check, follow up
Hands-on delivery, a short check at the end, and a follow-up when the real questions arrive.
Training FAQ
Is this only about AI?
No. AI is why many agencies call us, but the sessions cover the habits that keep PHI safe in any tool: sharing, messaging, filing, phones and email. AI fits into that framework instead of replacing it.
Can you train just one person?
Yes. One-to-one coaching is the most requested format for office managers and directors, and it works well when the person has one recurring task they want to stop doing by hand.
Do you use real patient information in training?
Never. Scenarios use invented names and records modeled on your workflows.
How is training priced?
Per session, per seat, or as part of a deployment, depending on what suits your agency. Tell us who needs training and we will send a quote.