Access our Personal Care Caregiver Training Checklist Template for tracking completed training requirements for staff. This template is comprehensive and designed to meet general industry standards, allowing agencies to adapt it based on state-specific regulations.

Caregiver Training Checklist

This checklist helps track required training completed by caregivers to ensure they meet agency and regulatory standards for safe, compliant, and effective care. Check off each module as completed.

Caregiver Information

• Name: ___________________________________
• Employee ID: _____________________________
• Position: _________________________________
• Date of Hire: _____________________________

Training Requirements Checklist

1. Orientation Training

• ☐ Agency Policies & Procedures
• ☐ Client Rights and Confidentiality (HIPAA Compliance)
• ☐ Infection Control & Hygiene Protocols
• ☐ Code of Conduct and Professional Boundaries
• ☐ Emergency Preparedness Procedures

Completed by: ________________________ Date: ___________

2. Personal Care Skills Training

• ☐ Assistance with Activities of Daily Living (ADLs)
• ☐ Safe Transfers and Mobility Assistance
• ☐ Bathing, Dressing, and Grooming Techniques
• ☐ Fall Prevention and Safety Awareness

Completed by: ________________________ Date: ___________

3. Health & Safety Training

• ☐ Standard Precautions (PPE Usage)
• ☐ Basic First Aid
• ☐ CPR Certification (if required)
• ☐ Recognizing and Reporting Abuse or Neglect

Completed by: ________________________ Date: ___________

4. Medication Management Training

• ☐ Medication Administration (for authorized caregivers)
• ☐ Medication Documentation and Error Reporting
• ☐ Side Effects and Drug Interaction Awareness

Completed by: ________________________ Date: ___________

5. Specialized Client Care Training (if applicable)

• ☐ Caring for Clients with Dementia or Alzheimer’s Disease
• ☐ Care Techniques for Clients with Disabilities
• ☐ End-of-Life Care (Palliative/Hospice)
• ☐ Behavioral Management Strategies

Completed by: ________________________ Date: ___________

6. Communication and Documentation Training

• ☐ Daily Progress Notes and Reporting Protocols
• ☐ Communication Skills with Clients and Families
• ☐ Interpersonal Skills and Conflict Resolution
• ☐ Documentation Best Practices (Electronic and Paper)

Completed by: ________________________ Date: ___________

7. Compliance & Ethics Training

• ☐ Client Rights and Responsibilities
• ☐ Fraud, Waste, and Abuse Prevention
• ☐ Cultural Competency & Diversity Training
• ☐ Ethics in Caregiving

Completed by: ________________________ Date: ___________

8. Ongoing Training Requirements

• ☐ Annual CPR Recertification (if required)
• ☐ Quarterly Health and Safety Refresher
• ☐ Annual Infection Control and Hygiene Refresher
• ☐ Additional Required CEUs (if applicable)

Completed by: ________________________ Date: ___________

Signatures

• Caregiver Signature: _________________________ Date: ___________
• Trainer/Supervisor Signature: _________________________ Date: ___________

Next Steps and Additional Support

To ensure your agency meets all required training standards, you may reach out to us for a more customized form based on your state-specific regulations. Call us at 302.888.9172 or email licensing@waivergroup.com for assistance.

Visit our Policy and Procedure Page for more details on compliant caregiving practices and resources. At Waiver Consulting Group, we specialize in providing tailored support to waiver and healthcare agencies, helping ensure regulatory compliance and operational success.

This checklist offers a clear structure to track essential training, but please verify specific state and agency requirements, as additional or specialized training may be required based on your operational location.