Caregiver Training

Training Compliance Connected to Scheduling — Not Tracked in a Spreadsheet

Every state has required training hours. If a caregiver isn't current, they can't legally work the shift. But most agencies track training in a separate LMS or a spreadsheet — disconnected from scheduling. Gaps get discovered at audit, not before the shift. CareBravo connects training compliance to scheduling eligibility within the same system.

Training Compliance Shouldn't Depend on Someone Checking a Spreadsheet

Here's what training compliance looks like at most home care agencies today:

The state requires specific training hours — someone sets up a separate LMS like CareAcademy or Relias, or starts a tracking spreadsheet
New caregivers need orientation training — someone manually assigns courses and tracks completion outside the scheduling system
Annual in-service hours are due — someone checks which caregivers are current and which have fallen behind
A caregiver with expired training gets scheduled — someone missed it because training status and scheduling live in different systems
An audit checks training records — someone scrambles to reconcile the LMS data with actual shift records, hoping everything matches
The agency grows to 80 caregivers — tracking training for each one across different requirements, different expiration dates, and a disconnected system becomes a full-time job nobody has time for.

This is what training compliance requires on traditional platforms — a separate LMS or spreadsheet, manual assignment tracking, completion monitoring disconnected from scheduling, and audit preparation that means reconciling two systems. The real risk isn't that training doesn't happen. It's that training gaps are invisible until an audit finds them — or a caregiver works a shift they shouldn't have been assigned to.

Training Compliance — From Assignment Through Scheduling Eligibility

CareBravo delivers training compliance within the same system that handles scheduling, hiring, and EVV. No separate LMS. No spreadsheet tracking. No gap between training status and shift eligibility.

Requirements Configured

State-required training hours and agency-specific requirements are configured in the system. Different requirements for different roles, locations, and programs — set once, applied to every caregiver who matches the criteria.

Training Assigned at Onboarding

When a new caregiver is hired, their required training is identified and assigned during the onboarding process. The same system that tracks their application, credentials, and background check also assigns their training — no separate LMS setup.

Completion Tracked

Training completion is tracked within the system as caregivers finish required courses and in-service hours. Progress is visible alongside scheduling status, credential status, and compliance status — one view of each caregiver's readiness.

Scheduling Eligibility Enforced

Caregivers who have not completed required training are not available for shift assignment. This is enforced within the system — not dependent on someone cross-checking a spreadsheet before building the schedule. When training is completed, eligibility updates automatically.

Expirations Monitored

Training expiration dates are tracked and flagged in advance — not after they lapse. When annual in-service hours are approaching deadline, when certifications need renewal, when state requirements change — flagged before they affect scheduling eligibility.

Audit Trail Complete

Training records are connected to the caregiver's scheduling history, credentials, and compliance data. When an auditor checks whether a caregiver was qualified for the shifts they worked, the training record and the shift record are in the same system.

Training compliance isn't a separate function tracked in a separate system. It's connected to the function it directly affects — scheduling. A caregiver's training status determines whether they can be scheduled. When those two things live in the same system, compliance gaps don't go invisible. They get resolved before the shift, not after the audit.

Training Status Controls Scheduling Eligibility

Not Current → Not Schedulable

If a caregiver hasn't completed required training, they don't appear as available for shift assignment. The system enforces the gate — not a person checking a spreadsheet before building the schedule.

Expiring → Flagged in Advance

When training is approaching expiration, it's flagged before the caregiver loses eligibility. Your team has time to address it — not a surprise on Monday morning when shifts need coverage.

Completed → Immediately Available

When a caregiver completes required training, their scheduling eligibility updates within the same system. No waiting for someone to update a spreadsheet. No lag between the LMS and the scheduling platform.

On traditional platforms, training and scheduling are separate systems with a person bridging the gap. If that person is busy — and they always are — the gap stays open. Caregivers work shifts they shouldn't. Training expires without notice. And the agency discovers it at the worst possible time. When training and scheduling are connected within the same system, the gap doesn't exist.

Training Requirements Covered

CareBravo tracks the training requirements that home care agencies need for state compliance, payer compliance, and quality — configured by state and agency, connected to scheduling.

State-Required Hours

Orientation training, annual in-service hours, and state-specific requirements tracked per caregiver. Hour totals accumulate within the system — no separate spreadsheet tallying.

Agency-Specific Training

Agency policies, specialized care protocols, and client-specific training requirements assigned and tracked alongside state requirements. One system for all training types.

Continuing Education

CEU requirements, certification renewals, and specialty training tracked with expiration monitoring. Approaching deadlines flagged before they affect scheduling eligibility.

Program-Specific Requirements

Medicaid waiver programs, VA programs, and private pay contracts may each require specific training. Program requirements applied per caregiver based on the clients they serve.

During your demo, ask about your state's specific training requirements — we'll show you how your state hours, agency requirements, and program-specific training are configured and connected to scheduling eligibility.

Training Doesn't Operate in Isolation

On traditional platforms, training lives in a separate LMS — disconnected from scheduling, hiring, and payroll. On CareBravo, training status is connected to every function it affects.

Training → Scheduling

Eligibility Enforced

Caregivers who aren't current on required training aren't schedulable. Completion updates eligibility automatically. The connection between training status and shift availability is enforced by the system, not a person.

Scheduling detail →
Hiring → Training

Assigned at Onboarding

Required training is assigned during the hiring process — based on the caregiver's role, location, and the programs they'll serve. Training becomes one of the onboarding gates to scheduling eligibility.

Hiring detail →
Training → Payroll

Compliance Protects Pay Accuracy

Caregivers who can't be scheduled due to incomplete training don't accumulate payable hours for non-compliant shifts. Training compliance and payroll stay aligned — preventing pay disputes from shifts that shouldn't have been assigned.

Payroll detail →
Training → EVV

Compliance Layers Connected

Training compliance and EVV compliance are both tracked within the same system. When an auditor reviews a caregiver's record, training status, visit verification, and scheduling history are all accessible from one place.

EVV compliance detail →

On a traditional platform, training lives in CareAcademy or Relias. Scheduling lives in HHAeXchange or Axxess. Someone bridges the gap manually. On CareBravo, training status and scheduling eligibility are connected within the same system. No gap to bridge. No person to remember. No compliance risk from disconnected data.

Training Questions

Yes. CareBravo tracks required training assignments, monitors completion, and connects training status directly to scheduling eligibility. Caregivers who are not current on required training cannot be scheduled for shifts — enforced within the system, not tracked in a separate spreadsheet or LMS.

CareBravo replaces the need for a separate training management system by tracking requirements, assignments, completion, and compliance within the same system that handles scheduling and operations. Agencies don't need CareAcademy, Relias, or spreadsheet tracking to manage training compliance.

Training completion is directly connected to scheduling eligibility. If a caregiver has not completed required training, they are not available for shift assignment — enforced by the system, not dependent on someone checking a spreadsheet. When training is completed, eligibility updates automatically.

State-required training hours, agency-specific training, in-service hours, continuing education requirements, and annual renewal training. Requirements are configured by state and agency — the right training assigned to the right caregivers based on their role, location, and programs served.

Required training is assigned during onboarding. When a new caregiver is hired, their state and agency training requirements are identified and assigned within the same system. Training completion becomes one of the gates to scheduling eligibility — along with credential verification and background check clearance.

CareBravo monitors expiration dates and flags upcoming expirations in advance. When training does expire, the caregiver's scheduling eligibility updates to reflect their non-compliant status. They cannot be assigned to shifts requiring that training until it is renewed.

See Training Compliance for Your Agency

We'll walk through how your state requirements, agency training, and scheduling eligibility gating work within the same system — for your specific state and program requirements.

Book a Demo