Digital agency training system

Help the record show the skilled care your clinicians already provide.

Practical, agency-led documentation training for home health agencies—built to help the record reflect the skilled care clinicians actually provide.

Three focused modulesPractical, topic-based training
Up to three locationsOne agency under the same ownership
One year of updatesFor the three included modules

The real documentation problem

The care may be skilled. The note still has to prove why.

Clinicians are usually delivering the right care. The gap is that many clinicians receive limited practical training in how to document the patient-specific assessment and clinical judgment that made a licensed professional necessary.

CareBasis Works turns dense documentation requirements into a practical standard your team can apply during everyday documentation—without adding paragraphs to every note.

Our design principleProve it in the fewest words, not the most.

The three launch modules

One clear topic at a time.

Each module is self-contained, practical, and designed to be presented by agency leadership to its own staff.

01
Launch module

Face-to-Face

Help agency teams recognize the required elements of the face-to-face documentation that supports the home health episode.

Training focusTiming, provider eligibility, clinical relevance, signatures, and supporting documentation.
  • Staff-training slide deck
  • Clinician reference guide (PDF)
  • Laminated quick-reference pocket card
02
Launch module

Skilled Need

Move beyond task lists by showing the clinical reasoning that required a licensed professional—not merely what was done during the visit.

Training focusPatient-specific assessment, judgment, action, teaching, and risk.
  • Staff-training slide deck
  • Clinician reference guide (PDF)
  • Laminated quick-reference pocket card
03
Launch module

Homebound

Teach clinicians to document the complete, patient-specific story behind the two-part homebound requirement throughout the episode.

Training focusWhy leaving home is difficult, what assistance is required, and the considerable and taxing effort involved.
  • Staff-training slide deck
  • Clinician reference guide (PDF)
  • Laminated quick-reference pocket card
01Public federal standardsTranslated into practical training
02Built for home health workflowsFocused, practical, agency-led training
03Original examples created for training

A focused agency training system

Training leadership can deliver—and clinicians can actually use.

The program is built around the way home health agencies operate: focused staff sessions, concise reference material, and practical tools that stay useful after the meeting ends.

01Staff-training slide decksOne for each module
02Clinician reference guidesPDF format
03Quick-reference pocket cardsLaminated for continued use

Included with your agency license

  • Three modules: Face-to-Face, Skilled Need, and Homebound
  • A staff-training slide deck for each module
  • A clinician reference guide (PDF) for each module
  • A laminated quick-reference pocket card for each module
  • One year of product and regulatory-content updates to the three included modules only
  • One agency license covering up to three locations under the same ownership
  • Unlimited internal users, including new hires, across the licensed locations
  • Email-only support for purchase, delivery, file access, licensing, updates, and product scope

Who it is for

A shared documentation language across the agency.

Organized by documentation topic instead of job title, the system gives leadership and clinicians a consistent way to discuss what the record must establish.

01

Agency leadership

Owners, administrators, and clinical managers who need a repeatable training standard.

02

Field clinicians

Registered nurses, licensed vocational and practical nurses, physical therapists, physical therapist assistants, occupational therapists, occupational therapy assistants, and speech therapists.

03

Quality and compliance teams

Quality and compliance staff working to strengthen documentation consistency across the agency.

Straightforward launch pricing

One system. One agency license.

The complete CareBasis Documentation Readiness System is available for $1,997 for the first year. Contact CareBasis Works by email for purchase information.

How delivery works

Delivery is manual. After purchase, files are delivered by email, typically within one business day.

CareBasis Documentation Readiness System
First year: $1,997

Paid in full · one agency license covering up to three locations · unlimited internal users.

  • All three launch modules
  • Internal staff training and new-hire onboarding across the licensed locations
  • One year of updates to the included modules
  • $997 annual renewal; a lapsed license returns at the full $1,997
  • Email-only customer support
  • Purchase and delivery assistance by email
Request purchase information

Future modules are sold separately and are not included in the first-year price or renewal. Sales are final once the files are delivered. The only exceptions are a duplicate charge or an unresolvable technical delivery failure.

License and purchase terms

Clear terms for one agency license.

License

One agency under the same ownership, up to three locations, with unlimited internal users including new hires. No sharing, resale, or use outside the licensed agency.

Updates and renewal

The $1,997 includes one year of product and regulatory-content updates to the three included modules only. Renewal is $997 per year. A lapsed license returns at the full $1,997. Future modules are sold separately.

Delivery and refunds

Delivery is manual by email, typically within one business day. Sales are final once the files are delivered, except for a duplicate charge or an unresolvable technical delivery failure.

Questions agencies ask

Clear answers before you decide.

Need something not covered here? Email support@carebasisworks.com.

How long does the training take?

Each topic is designed for an agency-led session lasting approximately 30 minutes. The modules are separate so leadership can schedule the right topic at the right time instead of asking staff to sit through one long program.

Can we reuse the training for new employees?

Yes. The agency license allows the licensed organization to reuse the training for internal staff education and new-hire onboarding across up to three covered locations.

What does one year of updates include?

The $1,997 first-year price includes one year of product and regulatory-content updates that CareBasis Works releases for the three included modules only. Future modules are sold separately and are not included in the first-year price or renewal.

What happens after the first year?

Renewal is $997 per year. If the license lapses, the agency returns at the full $1,997 first-year price rather than the $997 renewal rate. Future modules are sold separately and are not included in renewal.

How are the files delivered?

Delivery is manual. After purchase, the files are delivered by email, typically within one business day. Email-only support is available at support@carebasisworks.com for purchase, delivery, file access, licensing, updates, and product scope.

What is the refund policy?

Sales are final once the files are delivered. The only exceptions are a duplicate charge or an unresolvable technical delivery failure.

Who may use the system?

The license covers one agency under the same ownership, up to three locations, with unlimited internal users including new hires. The materials may not be shared, resold, or used outside the licensed agency.

Are future modules included?

No. Future modules are sold separately and are not included in the $1,997 first-year price or the $997 annual renewal.

Does the system provide continuing education (CE) credit?

No. The CareBasis Documentation Readiness System is an agency training resource and does not award continuing education credit, certification, or professional credentials.

CareBasis Works

Give your team a practical way to make skilled care visible in the record.

Request purchase information