O-11-101 Annual Education Tracking

👤 RESPONSIBLE POSITION  |  ROLE

Office Employee(s) Designated by Area Manager (Business Manager, Clinical Supervisor, and/or Other Designee)

🎯 PURPOSE

By following this process, each office tracks and documents the completion of Annual Education by their workers (both employees and contractors).

Tracking the required Annual Education information in Home Care Home Base uses two entries in the Worker Console: a Renewable Requirement and an annual HR Log.

  • The Renewable Requirement tracks completion of annual education.
  • The HR Log is specific to the year and records the specific courses and hours the worker has completed.

🔄 PROCESS

  1. Ensure the worker has the ANNUAL EDUCATION Renewable Requirement entered in HCHB.
      • The Missing HR Log and Renewable Requirement Report can be used to identify workers who have not had this Renewable Requirement entered.
  2. If the worker needs the ANNUAL EDUCATION Renewable Requirement added, follow these steps to add their renewable requirement:
      • Proceed to step 3 if the worker already has the renewable requirement added.

    1. Go to the Worker Console under the Resource Manager tab, locate the worker's record, and double-click the record.

    2. The worker’s profile will open. Select the Renewable Requirements tab.

    3. Click Add.

    4. In the pop-up window, select ANNUAL EDUCATION under the Renewable Requirement dropdown.

    5. Enter the due date as the last day of the current year (e.g. 12/31/2026).
    6. Click Save & Close.
  3. After a worker has completed ALL the requirements for the year's Annual Education, add the HR Log under 20_ _  INSERVICES COMPLETED (use the current year) by completing the following:

    1. Go to the Worker Console and select the worker.

    2. Go to the HR Log tab.

    3. Click Add.

    4. Under the HR Log Type dropdown, select 20_ _  INSERVICES COMPLETED (use the current year).
    5. Enter the Completed Date.
    6. In the Comments section, using the provided templates for that specific year, enter the items completed by the worker.
      • Templates are provided annually by corporate staff during Annual Education rollout and are located in the appendix of this process. Click here to open the templates in a new tab.

      • Entering the data in the HR Log in HCHB ensures that appropriate and specific documentation is on file and accessible.

        Example of Annual Education HR Log completed in 2023.

    7. Click Save & Close.
  4. Update the Renewable Requirement to the next year’s end date by completing these steps:

    1. Go to the worker’s Renewable Requirements tab.

    2. Click ANNUAL EDUCATION and then click Edit.

    3. Update the due date, entering the next year’s end date.

      Example of the Renewable Requirement being updated following completion of 2023 Annual Education.
    4. Click Save & Close.
  5. This completes entry of Annual Education tracking data in HCHB.

APPENDIX

Templates for HR Log Entries, organized according to employee type or role.


2026 ANNUAL EDUCATION TEMPLATES

Use the template specific to the worker to document each worker’s online education once their assigned courses below in HealthStream are completed by copying the template text into the 2026 In-Services Completed HR Log. Only add the HR log when all required education described is complete.


NEW: FOR EMPLOYEES HIRED IN 2026

Employee Type Template
All employees hired in 2026 (excluding field nurses)

ANNUAL ED 2026 – TOTAL IN-SERVICE HRS COMPLETED: 0.25 HRS

> INTRO TO HEALTHSTREAM (25 MINUTES)
All field nurses hired in 2026

ANNUAL ED 2026 – TOTAL IN-SERVICE HRS COMPLETED: 1.25 HRS

> INTRO TO HEALTHSTREAM (25 MINUTES)

> EBSCO: PERFORMING INDWELLING URINARY CATHETER CARE IN HOME (1 HOUR)

FOR EMPLOYEES HIRED PRIOR TO 2026

Employee Type Template

Field Nurses: RN/LPN

Clinical Supervisors

ANNUAL ED 2026 – TOTAL IN-SERVICE HRS COMPLETED: 8.02 HRS

> INTRO TO HEALTHSTREAM (0:25)

> CLINICN SAFTY IN HOME SETTING (0:50)

> PROFESSNL BOUNDRIES - CLINICNS (1:05)

> UNDRSTNDNG CULTURAL DIVRSTY (1:00)

> SQ HH: ABUSE & NEGLECT (0:06)

> SQ HH BAG TECHNQ (0:06)

> CQ ACUTE: CONFLICT OF INTRST (0:09)

> CQ: ACUTE FALSE CLAIMS ACT (0:10)

> CQ: HH FRAUD, WASTE, & ABUSE (0:11)

> CQ HH: HIPAA, PRIVACY RULE (0:11)

> INFECTN CTRL, BLOODBORNE PATHOGENS & STNDRD PRECAUTIONS- CLINICIANS (1:20)

> SQ HH: INFECTN, TB (0:06)

> SQ HH: MEDICATNS, PREVNTNG REHOSPITALIZATN (0:06)

> EBSCO: PERFRMNG INDWELLING URINARY CATHETER CARE IN HOME (1:00)

ADARA POLICY & PROCEDURE REVIEW (1:23 TOTAL): FORMAL GRIEVANCE PROCESS (0:01), FRAUD, WASTE, & ABUSE (0:03), CLIENT HOME CARE BILL OF RIGHTS (0:16), ADVANCE DIRCTIVES (0:06), VULNERABLE ADULT/MINOR REPORTING (0:19), ADARA DISASTR EMERG. PREP/INTERVENTNS (0:16), OSHA'S HZRD CMMNCATN STNDRD - EMPLYEE RGHT TO KNOW (0:10)

Area Managers

Office-Based Nurses (excluding Clinical Supervisors)

ANNUAL ED 2026 – TOTAL IN-SERVICE HRS COMPLETED: 6.0 HRS

> INTRO TO HEALTHSTREAM (0:25)

> PROFESSIONAL BOUNDARIES FOR CLINICIANS (1:05)

> UNDERSTANDING CULTURAL DIVERSITY (1:00)

> SQ HH: ABUSE & NEGLECT (0:06)

> CQ ACUTE: CONFLICT OF INTEREST (0:09)

> CQ: ACUTE FALSE CLAIMS ACT (0:10)

> CQ: HH FRAUD, WASTE, & ABUSE (0:11)

> CQ HH: HIPAA, PRIVACY RULE (0:11)

> INFECTION CTRL, BLOODBORNE PATHOGENS & STANDARD PRECAUTIONS FOR CLINICIANS (1:20)

> SQ HH: INFECTION, TUBERCULOSIS (0:06)

> ADARA POLICY & PROCEDURE REVIEW (1:23 TOTAL): FORMAL GRIEVANCE PROCESS (0:01), FRAUD, WASTE, & ABUSE (0:03), CLIENT HOME CARE BILL OF RIGHTS (0:16), ADVANCE DIRECTIVES (0:06), VULNERABLE ADULT/MINOR REPORTING (0:19), ADARA DISASTER EMERG. PREP/INTERVENTIONS (0:16), OSHA'S HAZARD COMMUNICATION STANDARD - EMPLOYEE RIGHT TO KNOW (0:10)
Therapists: PT, PTA, OT, COTA, SLP, MSW (excluding contracts)

ANNUAL ED 2026 – TOTAL IN-SERVICE HRS COMPLETED: 8.0 HRS

> INTRO TO HEALTHSTREAM (0:25)

> CLINICIAN SAFETY IN HOME SETTING (0:50)

> PROFESSIONAL BOUNDARIES - CLINICIANS (1:05)

> UNDRSTNDG CULTURAL DIVERSITY (1:00)

> SQ HH: ABUSE & NEGLECT (0:06)

> SQ HH BAG TCHNQ (0:06)

> SAFE ENVIRONMENTS - DEMENTIA & ALZHEIMER'S (1:00)

> CQ ACUTE: CONFLICT OF INTRST (0:09)

> CQ: ACUTE FALSE CLAIMS ACT (0:10)

> CQ: HH FRAUD, WASTE, & ABUSE (0:11)

> CQ HH: HIPAA, PRIVACY RULE (0:11)

> INFECTN CTRL, BLOODBORNE PATHOGENS & STNRD PRECAUTIONS - CLINICIANS (1:20)

> SQ HH: FALLS, ASSESSMNT AND PREVNTION (0:06)

>  SQ HH: INFECTION, TB: (0:06)

ADARA POLICY & PROCEDURE REVIEW (1:23 TOTAL): FORMAL GRIEVANCE PROCESS (0:01), FRAUD, WASTE, & ABUSE (0:03), CLIENT HOME CARE BILL OF RIGHTS (0:16), ADVANCE DIRECTIVES (0:06), VULNERABLE ADULT/MINOR REPORTING (0:19), ADARA DISASTER EMERG. PREP/INTERVENTNS (0:16), OSHA'S HZRD COMMUNICATION STNDRD - EMPLOYEE RGHT TO KNOW (0:10)

Business Managers

Staffing Managers

ANNUAL ED 2026 – TOTAL IN-SERVICE HRS COMPLETED: 3.39 HRS

> INTRO TO HEALTHSTREAM (0:25)

> CQ ACUTE: CONFLICT OF INTEREST (0:09)

> CQ: ACUTE FALSE CLAIMS ACT (0:10)

> CQ: HH FRAUD, WASTE, & ABUSE (0:11)

> CQ HH: HIPAA, PRIVACY RULE (0:11)

> PROFESSIONAL BOUNDARIES FOR CLINICIANS (1:05)

> ADARA POLICY & PROCEDURE REVIEW (1:23 TOTAL): FORMAL GRIEVANCE PROCESS (0:01), FRAUD, WASTE, & ABUSE (0:03), CLIENT HOME CARE BILL OF RIGHTS (0:16), ADVANCE DIRECTIVES (0:06), VULNERABLE ADULT/MINOR REPORTING (0:19), ADARA DISASTER EMERG. PREP/INTERVENTIONS (0:16), OSHA'S HAZARD COMMUNICATION STANDARD - EMPLOYEE RIGHT TO KNOW (0:10)

Non-Clinical Office Employees

(excluding Business Managers and Staffing Managers)

ANNUAL ED 2026 – TOTAL IN-SERVICE HRS COMPLETED: 2.31 HRS

> INTRO TO HEALTHSTREAM (0:25)

> CQ ACUTE: CONFLICT OF INTEREST (0:09)

> CQ: ACUTE FALSE CLAIMS ACT (0:10)

> CQ: HH FRAUD, WASTE, & ABUSE (0:11)

> CQ HH: HIPAA, PRIVACY RULE (0:11)

> ADARA POLICY & PROCEDURE REVIEW (1:23 TOTAL): FORMAL GRIEVANCE PROCESS (0:01), FRAUD, WASTE, & ABUSE (0:03), CLIENT HOME CARE BILL OF RIGHTS (0:16), ADVANCE DIRECTIVES (0:06), VULNERABLE ADULT/MINOR REPORTING (0:19), ADARA DISASTER EMERG. PREP/INTERVENTIONS (0:16), OSHA'S HAZARD COMMUNICATION STANDARD - EMPLOYEE RIGHT TO KNOW (0:10)
Home Health Aides (HHA) and Homemakers (HMK)

ANNUAL ED 2026 – TOTAL IN-SERVICE HRS COMPLETED: 12.0 HRS

> INTRO TO HEALTHSTREAM (0:25)

> CLINICIAN SAFETY IN HOME SETTING (0:50)

> PROFESSNAL BOUNDRIES - CLINICIANS (1:05)

> EFFCTIVE COMMUNICATN (1:05)

> UNDRSTNDG CULTURAL DIVERSITY (1:00)

> SQ HH: ABUSE & NEGLECT (0:06)

> SQ HH BAG TCHNQ (0:06)

> SAFE ENVIRONMNTS - DEMENTIA & ALZHEIMR'S (1:00)

> INFCTN CNTRL IN HOME CARE (1:00)

> STNDRDS FOR INFCTN CNTRL - UPDATE FOR HLTHCR WRKRS (1:30)

> RECOGNZNG & REPRTNG ABNORMAL OBSRVATNS (1:00)

> USING ASSISTIVE DEVICES (1:00)

> CQ ACUTE: CONFLICT OF INTRST (0:09)

> CQ: ACUTE FALSE CLAIMS ACT (0:10)

> CQ: HH FRAUD, WASTE, & ABUSE (0:11)

> CQ HH: HIPAA, PRIVACY RULE (0:11)

ADARA POLICY & PROCEDURE REVIEW (1:23 TOTAL): FORMAL GRIEVANCE PROCESS (0:01), FRAUD, WASTE, & ABUSE (0:03), CLIENT HOME CARE BILL OF RIGHTS (0:16), ADVANCE DIRECTIVES (0:06), VULNERABLE ADULT/MINOR REPORTING (0:19), ADARA DISASTER EMERG. PREP/INTERVENTNS (0:16), OSHA'S HZRD COMMUNICATION STNDRD - EMPLOYEE RGHT TO KNOW (0:10)

Contract Staff *

*If the attestation letter indicates the contractor needs any additional course, submit a request to Adara Support  asking that the contractor be set up with access and courses in HealthStream. A customized HR Log Template will be needed.

ANNUAL ED 2026 – TOTAL IN-SERVICE HRS COMPLETED: 1.0 HR

ADARA POLICY & PROCEDURE REVIEW (1:02 TOTAL): FORMAL GRIEVANCE PROCESS (0:01), FRAUD, WASTE, & ABUSE (0:03), CLIENT HOME CARE BILL OF RIGHTS (0:16), ADVANCE DIRECTIVES (0:06), VULNERABLE ADULT/MINOR REPORTING (0:19), ADARA DISASTER EMERG. PREP/INTERVENTNS (0:16).

📅 Effective: 07.26.2023  | 🛠️ Revised: 09.25.2026 |  ✅ Approved: JFJ

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us