How to Track and Pay Staff for Training

Step 1: Create the Document For Tracking (If needed)

In the Admin Dashboard, select Doc Types
Select Add New and create the Training as a Doc Type with information as needed.

If you are not tracking the pay in eCaring for the training, additional steps are not required.
For more information on how to create Doc Types visit Managing Doc Types

Step 2: Add a Service Type to Reflect the Training

Add the training service details for tracking in the Admin Dashbaord
Select Add New and complete the Service Details
The Service will also need to be added to the Private Pay Payor and Staff Payroll rates to allow scheduling for tracking.

Step 3: Create a Client Profile & Authorization

Step 4: Create the Training as a Visit

This visit can be manually completed by office staff, or if the training is completed in the office, the staff member can clock in and out to complete the visit.

Step 5: Once the training is completed, update Doc in Staff Profile and Verify Shift

In the Staff Profile, access Certifications & Documents
Select the Training Doc and complete the needed information and Save or Mark as Complete

Complete the shift by manually clocking in and out if needed
Verify the information to ensure accuracy, verify to override any billing hours if needed, select Save and Verify
For additional information on Visit Verification, visit How to Verify Visits

Once all steps are completed, you will see the training on the Verification Dashboard and the Staff Profile.

Verification Page:

Staff Profile- Certifications & Documents:

This article will provide step-by-step instructions on creating a training document and paying the staff for the training.