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TRUE CARE SYSTEM • COMPANY PLAYBOOK

Employee Training

Defines the training expectations for Provider administrators, office staff, DSPs, clinical users, billing, payroll, compliance, and support personnel.

Governance, privacy, security, and compliance notice

Company Playbook guidance supports controlled healthcare-software operations. It does not replace applicable law, Provider policy, contractual requirements, professional judgment, or formal legal and compliance review.

Purpose

Defines the training expectations for Provider administrators, office staff, DSPs, clinical users, billing, payroll, compliance, and support personnel.

Core Requirements

Role-Based Training

Training must match the user’s assigned role and approved responsibilities.

Privacy and Security

Users must understand PHI handling, password security, device safety, minimum-necessary access, and incident reporting.

Workflow Competency

Users should demonstrate the actual workflows they are authorized to perform.

Mobile and EVV

DSP users require training on mobile login, schedules, GPS-based check-in/out, documentation, alerts, and exception handling.

Ongoing Training

Refresh training after major releases, policy changes, role changes, incidents, or identified performance gaps.

Required Documentation

RecordExpectation
OwnerIdentify the accountable role or team.
ScopeDocument affected systems, Providers, users, workflows, and data.
EvidenceRetain timestamps, identifiers, approvals, screenshots, logs, or test results as applicable.
DecisionRecord the approved action, reason, risk, and validation result.
Follow-upTrack corrective actions, training, documentation, and future prevention.

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