Caregivers across several offices were trained in different ways, with paperwork that was hard to track.
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Home care · United States
Caregiver training portal
One permanent portal to train, assess and sign off caregivers across multiple offices, plus the recruiting and learning tools around it.
WordPressGravity FormsDocuSignSMS sign-inVideo tracking
6custom plugins built
2languages, English and Spanish
1link for every caregiver
We built one permanent training portal with simple sign-in, video lessons in two languages and sign-off built in.
- One training path for every office
- Sign-in with a text message code, no passwords to forget
- Lessons in English and Spanish
- Dashboards, e-signatures and payroll reports for managers
Gallery
What we built
01
Caregiver Training Portal
Employee directory import, sign-in with a text message code, verified video completion, competency assessments, DocuSign signing, rewards, reminders, bonus eligibility and office-level reporting.
02
Caresify Recruit
Joins the Join Us form, the location's application and the competency test into one guided flow. Progress saves itself, applicants can come back later, and reminder emails go out in their language.
03
Video Lessons
Courses and lessons with a player that stops caregivers skipping ahead, and progress tracking.
04
Video Playlists
Training playlists from uploaded or external videos, with the same anti-skip controls.
05
Caresify LMS
A learning system that ties video tracking to quizzes.
06
Compass Health & Safety
Downloadable health and safety articles shown in a clean grid.
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