New York home health aide in-service requirements: an agency guide
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Assign annual compliance by unit and role, teach procedures with interactive video, and see who needs to recertify before a surveyor asks.
At a glance
A nurse educator’s week rarely has a quiet hour. Orientation for the new cohort runs Monday, the skills day for the new infusion pumps is Wednesday, and there is still a list of night-shift staff who have not done their annual infection prevention module. Meanwhile someone in quality wants to know how many people on 4 West are current on restraint training.
We built LMS Advisor so that list lives in one place. Staff sign in on their phone from the break room or at home, finish what they were assigned, and the certificate they earn carries an expiry date. Unit managers see their own team. Educators get time back for the floor, where the hard teaching happens.
In-services get scheduled around day shift. Nights, weekends and per diem staff train on their own time, if at all, and nobody can easily see who fell through.
Competencies, equipment sign-offs and refreshers lapse on different dates. When each unit keeps its own spreadsheet, someone finds out late.
Accreditation surveyors and state inspectors ask for evidence on specific people: dates, scores, who assigned it and what changed afterward.
Every preceptor demonstrates a dressing change a little differently, and new staff learn the variations along with the steps.
Mandatory training becomes assignments with due dates, procedures become interactive video with checkpoints, and competencies become certificates that expire. Unit managers get their own view, and staff learn on whatever device they have. Weighing this against Relias or HealthStream? Our Relias alternatives guide compares the three for small providers, including where LMS Advisor is the wrong choice.
Assign mandatory courses to each unit with a due date. People who have not started get a reminder, and managers see who is overdue.
Timestamped questions pause the video, and a wrong answer rewinds to the missed step.
Set a validity period per course. When it lapses and the learner completes the refresher, the same certificate renews and its verification link stays the same.
Charge nurses and unit managers see their own team’s progress without admin access to the rest of the hospital.
Put an attendance QR code up at the skills station and staff check in with their phones.
Audit logs capture changes such as a manually completed course or a reset exam attempt, with the account that made them and when.
Most of the setup is structure. We usually suggest branches for facilities (the main campus, the surgery center, the outpatient clinics), then groups or organizations for units and roles: RN, CNA, respiratory therapy, environmental services, patient access. Branch managers see only their own branch, which matters when the clinic manager has no business browsing ICU records. If you use Entra ID, Okta or another SAML provider, SCIM provisioning creates and deactivates accounts as HR changes them, so a travel nurse whose contract ends loses access on schedule.
Annual mandatories are usually a bundle: infection prevention, fire and life safety, patient privacy, workplace violence, hazard communication. Put them in a learning path in the order you want, assign it with a due date, and add role courses where needed, such as restraint and seclusion for behavioral health. Sequential lessons and required blocks in interactive modules stop people clicking straight to the quiz. Automation rules can remind people whose due date is close, nudge anyone who enrolled but never started, and follow up when progress stalls.
Hands-on validation still happens in person. Run the skills lab as an attendance session with QR check-in, then record the result as an assignment the validator grades or a short exam. For equipment rollouts, film the procedure once in the Recording Studio, add chapters and checkpoint questions, and make it required viewing before the skills session. Staff arrive having seen the correct sequence, so the validator’s time goes to the hands-on part.
Give each competency course a validity period, such as 12 months. The certificate shows its expiry, flags as expiring soon in the final 30 days, and an automation rule can email the learner a set number of days ahead. Completing the refresher renews the same certificate with a new date.
Report exports give completion dates, scores and progress by course, user or enrollment, and the audit log shows administrative changes. We do not claim HIPAA certification or any other attestation. What we give your compliance and privacy teams are the controls they will ask about: role-based access, two-factor authentication, retention periods for data such as proctoring images, and the option to self-host inside your own network so training records never leave it.
Import users by CSV or through SCIM, then place them in facilities, units and role groups.
Attach the mandatory bundle to each group with a due date and switch on reminders.
Staff complete modules and videos on their own device, then check in to skills sessions by QR code.
Passing the final check issues a certificate whose expiry comes from the course’s validity period.
Expiring-soon status drives refreshers, and exports give quality the records it needs.
General orientation, then a role path for nurses, techs, patient access and support services, with preceptor sign-off captured as a graded assignment.
Infection prevention, safety, privacy and workplace violence modules on a yearly cycle, tracked unit by unit.
Short video lessons with checkpoints before a new pump or EHR build goes live, plus a readiness exam.
Case reviews, recorded grand rounds and short courses with certificates. Your organization decides whether a course carries CE credit, and we keep the record.
In-depth guides for specific healthcare teams, rules and states, with the checklists and comparisons we use with customers.
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Tell us how many facilities, units and roles you train and how you track competencies today. We will map it to branches, learning paths and expiring certificates and walk your education team through the result.
From growing businesses to established enterprises, organizations trust LMS Advisor to build, customize, and scale their learning platforms.
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Book a demo before Dec 1, 2026 and your quote comes with 30% off your first year of LMS Advisor: courses, proctored exams, certificates and AI authoring in one platform, in our cloud or on your own server.
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