Onboarding & Education

For Current Customers    |    For New Customers

Product Training Onboarding

A computer screen displaying a training dashboard titled "Welcome, Home Care Pulse." It shows metrics such as total sessions completed, time spent, and assessment scores. There is a navigation menu on the left sidebar. The top bar includes icons for registration and awards.

Activated Insights Training –
Product Training Session

Activated Insights Training – Product Training Session

This product training session is designed for current customers using the Activated Insights Training product. This is best for brand new customers to Activated Insights or brand-new team members at your agency that want to better understand how the product works. At the end of the session, we will open it up for questions.

This product training session is designed for current customers using the Activated Insights Training product. This is best for brand new customers to Activated Insights or brand-new team members at your agency that want to better understand how the product works. At the end of the session, we will open it up for questions.

Every Monday, 2pm-3pm EST

Register
A screenshot of a website titled "Recognition." Below the title, there is a dashboard for "Grandma's Loving Care" displaying various charts and graphs with data for average scores, cooling hearts, and recognitions over the last 3 years. Various icons are also visible at the top.

Activated Insights Reputation Management – Product Training Session

Activated Insights Training – Product Training Session

This product training session is designed for current customers using the Activated Insights Reputation Management product. This is best for brand new customers to Activated Insights or brand new team members at your agency that want to better understand how the product works. At the end of the session we will open it up for questions.

This product training session is designed for current customers using the Activated Insights Training product. This is best for brand new customers to Activated Insights or brand-new team members at your agency that want to better understand how the product works. At the end of the session, we will open it up for questions.

Every Tuesday, 3:30pm-4:30pm EST

Register
A screenshot of a software interface titled "Experience Management." It displays a dashboard with a welcome message, "Welcome, Grandma's Loving Care," alongside various metrics, charts, and scores related to client feedback, industry benchmarks, and geographic regions.

Activated Insights Experience Management – Product Training Session

Activated Insights Training – Product Training Session

This product training session is designed for current customers using the Activated Insights Experience Management product. This is best for brand new customers to Activated Insights or brand-new team members at your agency that want to better understand how the product works. At the end of the session we will open it up for questions.

This product training session is designed for current customers using the Activated Insights Training product. This is best for brand new customers to Activated Insights or brand-new team members at your agency that want to better understand how the product works. At the end of the session, we will open it up for questions.

Every Thursday, 1pm-2pm EST

Register

Activated Insights Training – Product Training Session

This session is designed for current customers utilizing the Activated Insights Experience Management product. During this session you will review your first monthly feedback report and we will discuss best practices. The end of the session will be left open for any questions.

Activated Insights Experience Management – Month 1 Report Review Training Session

This session is designed for current customers utilizing the Activated Insights Experience Management product. During this session you will review your first monthly feedback report and we will discuss best practices. The end of the session will be left open for any questions.

First Tuesday of the Month, 12:00pm-1:00pm EST

Register

Customer Workshops

Build on your Activated Insights product expertise with monthly Customer Workshops. These workshops go beyond our standard onboarding training. They teach customers how to utilize the platform to solve common problems and drive results. Attend live workshops or watch the recordings and get one step closer to becoming an Activated Insights product expert.

Self-Guided Workshops

On-Demand Workshop Recordings

  • Promotional image for a workshop titled "How To Earn the Best of Home Care Awards," featuring Crystal Simms, Customer Success Manager. The design includes a logo and a photo of Crystal on a purple background.

    Based on satisfaction scores from your clients and care professionals, start earning Best of Home Care awards that help you stand out from your competitors and earn trust. Let's talk best practice to be proactive and engaged with your client and care givers concerns. Stand out to referral sources with third-party validation of your quality.

  • Slide titled "Top 5 Training Manager Headaches" for a customer workshop. Features photos of four smiling people next to the text "Customer Support Team," and a "Training" logo in the top right corner.

    Join our Webinar and meet our Customer Support Team. We will be discussing our Activated Insights Training, which is a great tool to help build and strengthen your caregivers knowledge. It is our team's goal to help your learners have a smooth process through their training experience and prepare to help with all your clients' needs.

  • Promotional image for a customer workshop titled "An Hour with Activated Insights Nurse Authors," featuring Wendie Colvin, MSN, RN, and Linda Leekley, BS, RN. Both are shown with headshots on a dark purple background.

    Spend an hour with HCP's Nurse Authors to learn how to take full advantage of our training catalog and create employees who feel well educated and valued.

  • Promotional banner for a customer workshop titled "How Reputation Management Can Impact Your Search Engine Optimization," featuring an image of Jacob Wyne, Customer Success Manager. The Recognition logo is displayed at the top right.

    Join us for a Customer Workshop on July 28th at 12pm MST to learn how to navigate your online presence, grow your client and caregiver base, and use search engine optimization (SEO) to set yourself apart from the competition.

  • Promotional graphic for a customer workshop titled "How to Leverage Your Experience Management Reports in Your Agency" featuring Cody Thomas, Customer Success Manager at Experience Management, with a circular photo of Cody on the right.

    Are you using your Activated Insights Experience Management data effectively? Join us for a Customer Workshop to learn the benefits of each report, how to make the most of them, and what data you should be leveraging.

  • Graphic promoting a customer workshop titled "Tools & Best Practices for Training Managers" featuring a photo of a smiling person in a hat. The name Melissa Mendez is shown with the title "Customer Marketing Specialist" and a logo.

    Dive deeper into the learner experience side of the platform - understand how to help guide learners to log in, access their training content, and utilize the mobile app.