Whether you are new to Rosemark or just need to brush up on the basics this page is intended to be a resource for you.
The general Onboarding Timeline below covers the four main topics and our typical timeline.
Below that, we've included a variety of resources you can use for self-guided training or refreshers as needed.
Each section has a link to register for the module's webinar, as well as a recorded copy in case you are unable to attend. These webinars cover each section in-depth, and we recommend attending if you have not already done so.
Shorter training videos covering individual aspects of Rosemark associated with that training module are also linked.
Each section includes practice cards with a practical test on what you have learned as well as a quiz to check for general understanding. We suggest testing your skills in the demo database.
Of course, the Customer Care team is happy to answer any questions about these and other features. Don't hesitate to reach out if you need to schedule a one-on-one review session.
Hours of Support: 8 am - 6 pm ET
Phone: (734) 662-3537 ext. 1
After you sign your service agreement, you'll complete your Rosemark System Welcome Call with your Account Executive.
- Paying your initial invoice and setting up automatic payments
- Installing Rosemark onto your computer
- Scheduling Session 1 with your Customer Success Manager
- Receiving your Digital Welcome Packet
Stage One: The Foundation
Think of this part of the training as building the foundation for a house, it needs to be complete and sturdy before constructing anything else.
Configuration of Database: Tailor your new database to match your agency. Determine day of week start, types of care being provided, notification settings, configure users, and much more.
Client and Caregiver Basic Data Entry: Details like address, and contact information.
Services: Assign services to clients to prepare them for scheduling.
Scheduling: Set up schedules for clients and assign caregivers to work shifts.
Stage Two: Infrastructure
Now it's time to build up those walls and construct the rooms. This will make your day-to-day sturdy and streamlined.
Set Up EVV: Tailor your EVV settings to match your agency's requirements. Determine your geofence radius, task requirements, signatures, and much more.
EVV Day-to-Day Management: Determine the process for verifying that the work has been completed and managing no-show alerts. Your Customer Success Manager will provide you with resources to help you train your caregivers how to use Rosemark’s Caregiver Mobile App (a.k.a. the "CMA") or Rosemark Telephony.
Skills and Tasks Configuration: Learn the difference between skills and tasks (also known as “activities of daily living”). Determine what skills are required to match the appropriate caregiver’s skills to the client’s needs and determine the list of tasks available for assigning to care plans.
Care Plan Set Up: Learn what information is included in a care plan. Assign tasks to client services based on their individual needs.
Stage Three: Finishing Touches
Congratulations! It's time to put a roof over your head. These are the last steps to harnessing the full power of the Rosemark System.
Go live with full use of EVV: Caregivers start clocking in and out for each shift and recording tasks.
Features to Discuss as Needed:
Payroll - Run the full payroll process through Rosemark, export shifts to QuickBooks, or create a file export for 3rd party payroll.
Billing - Run the full billing process through Rosemark, export invoices to QuickBooks, or print them right from Rosemark.
Contact Management - Begin using the integrated job application, manage client referral sources, and record the details with agency note-taking using Actions.
We are looking forward to working with you and helping your agency succeed!
- General Resources
- Self-Guided Training Resources -
- Module 1 - Clients and Caregivers
- Module 2 - Scheduling
- Webinar Recording (50 min)
- Practice Scenario Cards
- Practice Quiz
- Module Videos
- Quick Scheduling Guide (5 min) Brief summary of scheduling from new client to assigning a caregiver
- Quick Scheduling Adjustments (4 min) Brief summary of how to adjust an existing schedule
- Setting Up a Client's Service (4 min) Service Types Overview
- Planner Basics (11 min) Detailed review of the Planner
- Module 3 - Electronic Visit Verification (EVV)
- Module 4 - Care Plans and Tasks