Back office support trained for the home care industry

Every SallySupport specialist is certified in home care operations before joining your team. They already understands the industry’s terminology, workflows, compliance expectations, and operational realities, covering all the fundamentals.

Home care generalist certification

This certification covers the full picture of home care back office operations. It combines Activated Insights courses, the industry leader in home care training, with SallySupport original curriculum. Our proprietary content covers what most training programs don’t: best practices for working remotely within a home care back office team, and practical cheat sheets specialists can reference as they get up to speed with your agency.

Home care industry context and structure

Caregiver and office staff workflows

HIPAA and PIPEDA

Documentation and confidentiality standards

Client and caregiver communication expectations

Day-to-day vocabulary used across the industry

Best practices for remote work

Trained home care back-office staff
Trained home care back-office staff

Training specializations​

SallySupport specialists can also complete targeted certifications based on the role you need filled.

Home care scheduler sitting at her desk on the phone

Home care scheduler

Scheduling is one of the most complex and high-stakes functions in a home care agency. This certification, built from a combination of Activated Insights courses and SallySupport original curriculum, covers the practical workflows and decision-making tools specialists need to manage home care visits effectively. It includes real home care scheduling scenarios so specialists can practice decision-making before they ever work with your team. Modules include:

Matching clients/caregivers

Scheduling parameters

Care plans

Data entry and documentation

Communication and building trust

Compliance

Confidentiality

Handling complaints

Scheduling scenarios

Home care scheduler sitting at her desk on the phone

Caregiver retention specialist

Caregiver retention is one of the biggest challenges facing home care agencies today. This certification, developed entirely by SallySupport, covers eight focused modules with strategies to help agencies hold onto their caregivers. The certification covers:

Communications

Check-in strategies

Onboarding supprt

Milestones and recognition

Surveys and staff programs

Documentation

Escalation & issues management

Confidentiality standards

Left side of the graphic: caregiver on the phone. Right side of the graphic: caregiver retention specialist on the phone
Left side of the graphic: caregiver on the phone. Right side of the graphic: caregiver retention specialist on the phone

Frequently asked questions

How long does training take before my specialist is ready?

Training begins immediately after a specialist is selected. Our onboarding and foundational training typically take a few days, after which they are ready to start supporting your agency. Additional agency-specific training is then completed with your team.

Do I need to train my specialist on home care basics?

No. Every SallySupport specialist completes the Home Care Generalist Certification before joining your team. Your onboarding only covers your agency’s specific workflows.

What does my onboarding process look like?

Once a specialist is selected, their first day begins with a joint introductory call with your team and the SallySupport team to align expectations. After that, you lead role-specific training based on your systems and processes. We also provide onboarding resources and guidance through our client resource hub to support the first few weeks of setup.

Can I request a specialist with experience in a specific role, like scheduling?

Yes. Specialists can hold additional certifications in scheduling and caregiver retention. Let us know your needs and we’ll match you accordingly.

Is training kept up to date with industry changes?

Yes. The Activated Insights portion of our curriculum is maintained by a team that specializes in home care training, so compliance and best practices stay current.Yes. Specialists can hold additional certifications in scheduling and caregiver retention. Let us know your needs and we’ll match you accordingly.

The right support starts with the right training.

Talk to our team about finding a support specialist for your agency.