ViaQuest Hospice progress this week.
The training platform moves toward its July 1 launch. The Hospice Foundations course is complete at all 17 modules, and the updated training module prototype with the new design goes to the team on Thursday or Friday. The Microsoft tenant migration is with ViaQuest Inc IT support for their section of the work, and the AIDM team is on standby to complete its part.
Training platform
In build
Pre-launch testing
Pre-launch testing runs through June with managers first, then full company on July 1st, 2026. The updated training module prototype with the new design goes to the team on Thursday or Friday this week. Four-section architecture: Orientation, Company Resources, Role-Specific Training, and Hospice Foundations. The 17 Hospice Foundations video modules that replace the Relias content are complete, and production now moves to the Liaison training videos.
| Task | Owner | When | Notes |
|---|---|---|---|
| Live training video integration | AIDM | This week | HCHB and Relias video links wired into the platform. |
| Updated training module prototype | AIDM | Thu or Fri this week | Updated prototype with the new design goes to the team Thursday or Friday for review. |
| Company resources section | AIDM | In progress | Wording still being updated across the nine sub-sections. |
| Role-specific training tools content | Cindy and AIDM | Next few weeks | Discussion needed to define tools training content for the liaison module and other role-specific training sections. |
| Liaison training videos | AIDM | In production | Production now moves to the Liaison training program: the intro series, playbook videos, and AI scenarios. |
| Hospice Foundations videos | AIDM | Done | All 17 modules complete, replacing the Relias content ahead of the July 1st launch. |
IT infrastructure migration
In progress
With ViaQuest Inc IT support
The migration runs in two phases. Phase 1, email and data migration to the new Microsoft tenant, is with ViaQuest Inc IT support for their section of the work, and the AIDM team is on standby to complete its part. A staff login continuity plan is in place to keep disruption to a minimum. Phase 2, hardware procurement and deployment, follows over July and August 2026, where vendor lead times run 7 to 12 weeks. The AIDM team is finalizing a Dell, Lenovo, and alternative provider comparison.
| Task | Owner | When | Notes |
|---|---|---|---|
| Tenant migration Phase 1 | AIDM | In progress | Email and data migration to the new Microsoft tenant is with ViaQuest Inc IT support for their section, and the AIDM team is on standby to complete its part. A staff login continuity plan is in place. |
| Hardware vendor comparison | AIDM | This week | Dell, Lenovo, and alternative provider price and lead-time table for Cindy and Rich to choose. Sending this week. |
| Hardware decision | Cindy and Rich | Once comparison lands | Choice triggers Phase 2 procurement kickoff. |
Portal operations
Launched
Daily use, refinement underway
The bulk of the portal is built and running. The portal redesign prototype with the new design goes to the team Thursday or Friday this week, and refinement work continues alongside daily operations.
Platform status
| System | Status | Notes |
|---|---|---|
| HR Dashboard and ATS | Launched | Hiring platform integration nearing completion, email marketing automation underway |
| CRM System | Launched | 1,114 accounts active |
| Census Retention | Launched, tested | Live HCHB API pull, recommended as single source of truth |
| IT Support Feature | Launched for management | Full company rollout after tenant migration completes |
| Website and SEO | Completed | Cincinnati references removal in progress |
| Social Media Automation | Active | Currently focused on a 3:1 hiring to care content ratio |
| Task | Owner | When | Notes |
|---|---|---|---|
| Portal redesign prototype | AIDM | Thu or Fri this week | Prototype with the new design goes to the team Thursday or Friday for review. |
| Portal questionnaires | AIDM | This week | Survey framework added to prototype for Cindy review. Awaiting question list from Cindy to populate further. |
| Census dashboard refresh | AIDM | This week | Simplified view with active and pending patient lines and drill-down on click, refreshed color scheme, and cleaned-up branch labels. |
| Portal bookmarking tutorial | AIDM | This week | 30-second tutorial video for mobile and iPad portal access. |
| Storefront and rewards | AIDM | This week | Storefront reworked to an unlock-based model where training completion unlocks items, plus the Grit and Grace nomination and winner feature. |
| Family and facility survey content | Cindy | Open | Survey portal build awaiting question list and permitted-question constraints. |
Recently delivered
Recently delivered, past 2 weeks.
What was completed between May 25th and June 12th, 2026.
11 items
Training platform
| Jun 12th | Hospice Foundations video course complete, all 17 modules. |
| Jun 11th | Liaison training video production started. |
| Jun 10th | Videographer kickoff sent to coordinate the department-head videos. |
| May 30th | Hospice Foundations video modules 8 to 12 produced, continuing the course toward completion. |
| May 25th | Liaison training table of contents delivered to Cindy. Research-backed structure built around digital transcripts and PDFs of the 6-week sales course. |
| May 25th | Mini sales training course outline delivered to Cindy. |
| May 25th | LMS layout input and video feedback received from Cindy, all positive. |
IT infrastructure migration
| May 25th | Hospice staff and office assignment spreadsheet received from Cindy. |
Portal operations
| May 26th | Email template feature deployed and the help and support ticketing system launched for management. |
| May 26th | HR application tracking automated, with a downloadable PDF of full applications for auditing. |
| May 25th | Point Care link configuration clarified by Cindy. URL-based, AIDM to integrate. |
Meetings
Meeting cadence and on-site visits.
Weekly Tuesday Cindy meetings, standing Thursday Keith and Cindy one-on-ones, the updated prototypes going to the team Thursday or Friday, and a planned on-site visit at the ViaQuest Hospice offices.
4 meetings
| Date | Meeting | Agenda |
|---|---|---|
| Tue, Jun 16, 2026 | Weekly Cindy meeting | Training platform progress, updated prototype review, launch readiness |
| Thu or Fri, Jun 18 to 19, 2026 | Updated prototypes to the team | Training module and portal prototypes with the new design go to the team for review |
| Thu, Jun 18, 2026 | Keith and Cindy one-on-one | Standing Thursday cadence |
| Jun 25 to Jun 26, 2026 | AIDM on-site at the ViaQuest Hospice offices | Planned, still being discussed |