RN learning resources

Prepare for the visit.
Know the complete workflow.

Work through this learning path alongside the detailed Assessment Guide. Review your agency’s assignment instructions with the onboarding team before your first visit.

Explore the details

Your training pathway

01

1. Credentialing and readiness

Begin with the onboarding requirements and understand the review process before accepting an assignment.

  • Review the onboarding preparation guide
  • Confirm how to provide required records
  • Discuss any outstanding onboarding steps
Review nurse onboarding
02

2. Booking and visit preparation

Review the assignment and the appointment arranged by the coordination team. A proposed time must be confirmed before travel.

  • Check visit type, location and compensation
  • Review appointment availability
  • Confirm the patient’s agreed time
  • Know the contact for access or scheduling problems
03

3. Assessment sections and fields

Review all 19 sections and 108 questions in the assessment reference before documenting a visit.

  • Required fields and response formats
  • Conditional questions and supporting notes
  • Narrative, diagnosis and teaching sections
Open the complete assessment reference
04

4. Medication and narrative review

Use the assessment guide to understand medication capture and the relationship between structured findings and nursing narrative.

  • Review captured medication details
  • Verify supported diagnoses and any suggested codes
  • Check dictated text for accuracy
  • Resolve discrepancies using clinical judgment
Explore medication documentation
05

5. Body systems and patient teaching

Follow the repeated workflow for questions, narrative, diagnosis review, validation and teaching.

  • Document the assessment findings
  • Review consistency across the record
  • Check education against the patient’s needs and clinical instructions
Review the assessment workflow
06

6. Care plans and supervision

Review the Plan of Care and supervisory documentation relevant to the assignment.

  • Check duties, frequencies and patient needs
  • Record aide observations when required
  • Confirm that the finished forms reflect the visit
Explore the document samples
07

7. Communication and handoff

Confirm your agency’s reporting instructions and escalation contacts before a visit.

  • Know how to report urgent findings
  • Document the recipient, time and communication method
  • Report access issues or patient refusal
  • Complete the agreed documentation handoff
Review agency-specific requirements
08

8. Final review before your first visit

Review the Assessment Guide and discuss any questions with the team.

  • Confirm assignment and appointment details
  • Know which forms are required
  • Review clinical and coordination contacts
  • Confirm the submission and correction process
Review the Assessment Guide

Bring your training questions to the team

Tell us which part of the visit or documentation workflow you want to review. Reading these resources does not by itself complete credentialing or confirm assignment clearance.

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Tell us a little about yourself and we’ll reach out with next steps.

New York assignments require authorization to practice as an RN in New York. Tell us your current status so the team can explain the requirements.

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