Operational Systems & Onboarding Training
Home healthcare client | Mobile Rise 360 eLearning, virtual training, SOPs, job aids
Challenge: A growing home healthcare organization lacked standardized operating procedures, which led to inconsistent performance, supply issues, and onboarding gaps for new staff.
Solution: Audited existing workflows and documentation, then designed scalable systems for process consistency and supply monitoring. Created standard operating procedures (SOPs), job aids, and digital tools to support daily operations. Built mobile-friendly onboarding training in Rise 360, a shift-handoff framework, software training adjusted for staff with different levels of comfort with technology, and short just-in-time lessons delivered on iPads in the field.
Tools & Methods: Articulate Rise 360 (mobile), virtual training sessions with test-out options, SOPs, job aids and standalone training guides, iPad-based microlearning, workflow audit
Outcome: Cut onboarding time and cost by 50% and eliminated critical documentation gaps, while improving operational consistency and reducing supply errors. The new framework established a repeatable system for training, accountability, and continuous process improvement.
Note: These images are from a sample course recreated to show the design approach used for a home healthcare client. The original training materials are the client’s property and are not shared.
Clear Notes, Safe Handoffs: a four-lesson Rise 360 course for new home caregivers, designed for mobile and desktop.
Each lesson opens with measurable objectives and a plain-language explanation of why the skill matters.
An accordion breaks down what goes in a handoff note, followed by a step-by-step walkthrough of completing the checklist on an iPad.
Learners sort details into “Include It” or “Leave It Out” to practice telling care-relevant facts from personal opinions.
After sorting, learners continue to a short explanation of the reasoning behind each answer.
Scenario-based knowledge check with feedback that explains why the factual note is the right choice.