Milestone, Inc.

Direct Care Staff Training Checklist

Staff Name:Date Started:

Home(s) trained on:

Staff Initials / Trainer Initials / Comments
Phone Usage / Dialing:
Calling 911
Paging a Sup. / Nurse
Milestone Cell Phone Use
Personal Cell Phone Use
Disaster Plans:
Review Disaster Plans
Location of Fire ext.
Emergency Phone
Weather Radio
Tornado Safe Area
Fire Alarms
Alarm Monitoring Systems
Fire Evac. Mtg. Area
Fire Doors
Pull Stations
Tour of Home
Introduction to Individuals
Chain of Command / Intro to Sup.
Staff Breaks / Meals / Personal Food
Review Home Charts:
Communication Book
Memo Book
Variety Log
Home Medical Book
Procedure book
Location and Use of the Following:
Common Forms
Keys/Spare Keys
Phone Lists
Monitors
Door Alarms
1st Aid Kits
CPR Shields
Crash Cart
Review the Following Procedures:
Staff Assist
Come To
Van Use
Interagency Mail
Postal Mail
Ordering / Getting Supplies
Calling a Supervisor*
Self-Scheduling*
Shift Rounds
Face Checks
Census / Tag Sheet
Tag system (RV)
Maintenance Request
Complete Individual Specific Form*

*Indicated there is a separate Procedure / Form that should be reviewed and given to the staff in training

Pe.50rev. 02/06
Milestone, Inc.

General Staff Training Checklist

(Page 2)

Staff Initials / Trainer Initials / Comments
Documenting:
Progress Notes
Health Status Notes
Change of Conditions
Day Training Notes
Individual data Sheets
Signatures / Titles
Correcting and Error
Observe / Assist Daily Transport
Van Book
AM
PM
Financial Procedures
Requesting Money
Receipts
Change
Expenditure Sheets
Financial Counseling
Paycheck Counseling
Meal / Snack Time Procedures
Cooking / Ind. Participation
Adaptive Equipment
Seating
Assistance
Menus
Set & Serve
Food Temp. Record (RV)
Meal Tally Sheets (RV)
Cleaning Procedures
Common Areas
Bedrooms
Bathrooms
Laundry Procedures
Individual Laundry
Home Laundry
Grocery Procedures
Available Stores
Charging
Receipts
Individual Personal Possessions
Proper Labeling of clothes
Labeling other items
Personal Inventories
Restriction of Rights
Attend / Observe and outing
Use of money (staff / ind.)
Outing Documentation
Describe Home Routines
Complete Shadow Checklist (RV)
Review Staff Assignment Sheets
Assisting Nurses with Meds
Observe / Assist Day Training Shifts
Day 1
Day 2
Day 3

Milestone, Inc.

General Staff Training Checklist

(Page 3)

Staff Initials / Trainer Initials / Comments
READ/ REVIEW PROGRAM CHARTS:
Sign IHP Verification Sh.’s
Completed
1. / 8.
2. / 9.
3. / 10.
4. / 11.
5. / 12.
6. / 13.
7. / 14.
Staff Initials / Trainer Initials / Comments
READ SHOWER/ BATHING PROCEDURES FOR EACH INDIVIDUAL
Regulation Water Temp.
Completed
1. / 8.
2. / 9.
3. / 10.
4. / 11.
5. / 12.
6. / 13.
7. / 14.
Staff Initials / Trainer Initials / Comments
MEDICATION ADMINISTRATION (GH)
Review Med Procedures
Observe Med Pass # 1
Observe Med Pass # 2
Observe Med Pass # 3
Observe Med Pass # 4
Observe Med Pass # 5
Schedule Training with Nurse
Complete Training with Nurse

Staff Signature:Trainer Signature:

Completion Date:Completion Date:

Pe. 50rev. 02/06
Milestone, Inc.

Individual Specific Staff Training

Staff Name:Date:

Review with all new staff the following information that is individual specific. In the space provided, write any information that is relevant. After completion, a copy should be given to the new staff to keep as a reference.

Individual: / Individual:
General Health Issues / General Health Issues
Seizures / Seizures
Describe typical behavior / Describe typical behavior
Reinforcers / Reinforcers
Restrictions / Restrictions
Appliances / Appliances
Wheelchair / Wheelchair
Walker / Walker
Cane / Cane
AFO/KFO’s / AFO/KFO’s
Splints / Splints
Hearing Aid / Hearing Aid
Glasses / Glasses
Med Times / Med Times
Diet / Diet
Allergies / Allergies
General Likes / General Likes
General Dislikes / General Dislikes
Favorite Activities / Favorite Activities
Approaching Techniques / Approaching Techniques
Tag System (RV) / Tag System (RV)
Individual: / Individual:
General Health Issues / General Health Issues
Seizures / Seizures
Describe typical behavior / Describe typical behavior
Reinforcers / Reinforcers
Restrictions / Restrictions
Appliances / Appliances
Wheelchair / Wheelchair
Walker / Walker
Cane / Cane
AFO/KFO’s / AFO/KFO’s
Splints / Splints
Hearing Aid / Hearing Aid
Glasses / Glasses
Med Times / Med Times
Diet / Diet
Allergies / Allergies
General Likes / General Likes
General Dislikes / General Dislikes
Favorite Activities / Favorite Activities
Approaching Techniques / Approaching Techniques
Tag System (RV) / Tag System (RV)

Staff Signature:Trainer Signature:

Date:Date:

Pe. 50rev. 02/06