The training platform is live.
The training platform went live on July 1st as a soft launch to managers, with the company-wide rollout following on July 8th. This week the redesigned portal goes live, with a new rewards model that unlocks items as staff complete training, a cleaner training admin area split into clear pages, and dedicated dashboards for managers, HR, and admins. The Hospice Foundation course modules are being moved into the live platform, and the liaison training videos are being finished so that track can open this week. The first release covers Company Resources and the Hospice Foundation course, with the remaining role-specific tracks following as their content is ready.
Training platform
Launched
Live since July 1st
The training platform went live on July 1st as a soft launch to managers, with the company-wide rollout on July 8th. This week the redesigned portal goes live: a new rewards model that unlocks items as staff complete training, a cleaner training admin area split into clear pages, and dedicated dashboards for managers, HR, and admins. The Hospice Foundation course modules are being moved into the live platform, and the liaison training track opens early next week as its videos are finished. The set of 17 Hospice Foundations videos is complete. Four-section architecture: Orientation, Company Resources, Role-Specific Training, and Hospice Foundations.
| Task | Owner | When | Notes |
|---|---|---|---|
| Redesigned portal go-live | AIDM | This week | The new rewards model, the reorganized training admin area, and the manager, HR, and admin dashboards go live with the portal redesign. |
| Hospice Foundation modules to production | AIDM | This week | Moving the Hospice Foundation course modules and the master quiz into the live platform. |
| Liaison training track | AIDM | Early next week | The liaison training track opens early next week as its videos are finished. |
| "What's Happening @ViaQuestHospice" | AIDM | Being scoped | A new Training-section feature for staff to share event photos and videos, with a built-in media-release step, so the content feeds the social and marketing channels. Confirmed this week, scoping the build. |
| Role-specific training tracks | AIDM | Next | The remaining role-specific tracks follow as their content is ready. The first release covers Company Resources and the Hospice Foundation course. |
IT infrastructure migration
In progress
Support routing and tenant handover
Support is moving to a single routing point so each request reaches the right owner: the portal and its links to AIDM, and Microsoft, Home Care Home Base, Paycor, and the clinical tools to the ViaQuest Hospice IT team and the department owners. Alongside this, the Microsoft tenant is being handed to the ViaQuest Hospice IT team so the Home Care Home Base data is owned by ViaQuest Hospice.
| Task | Owner | When | Notes |
|---|---|---|---|
| Support routing | AIDM | This week | One place to raise a request, routed to the right owner: portal to AIDM, Microsoft to IT, Home Care Home Base to the clinical team, Paycor to HR. |
| Tenant handover | ViaQuest Hospice IT | In progress | Handing the Microsoft tenant to the ViaQuest Hospice IT team so the Home Care Home Base data is owned by ViaQuest Hospice. |
Portal operations
Launched
Daily use, refinement underway
The portal is built and running. This week the redesigned portal goes live, with role-based dashboards for managers, HR, and admins and a reorganized training admin area. Refinement 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 | In active use by the sales liaison team, with a few minor refinements delivered over the past month |
| Census Retention | Launched, tested | Live HCHB API pull, recommended as single source of truth |
| IT Support Feature | Launched, in progress | FAQ section and ticketing dashboard in place |
| Website and SEO | Completed | Hospice Foundation content updated, non-indexed articles submitted for indexing, and search-console fixes |
| Social Media Automation | Active | Currently focused on a 3:1 hiring to care content ratio |
| Task | Owner | When | Notes |
|---|---|---|---|
| Role-based dashboards | AIDM | This week | Manager, HR, and admin dashboards designed and going live with the portal redesign. |
| Census dashboard refresh | AIDM | This week | Simplified view with cleaner drill-down, a refreshed color scheme, and tidied-up branch labels. Audit and reconciliation underway. |
| Portal questionnaires | AIDM | In progress | Survey framework added to the portal for Cindy review. Awaiting the question list to populate further. |
| Family and facility survey content | Cindy | Open | Survey portal build awaiting the question list and permitted-question constraints. |
HR and operations build
In progress
This month, with the HR and operations teams
This month's build focuses on the HR and operations tools the ViaQuest Hospice team asked for: HR forms and support in the portal, a simpler way to order uniforms and materials, and a chart-review auditing tool. Most of this is scoped and starting now, with the auditing tool kicking off after a walkthrough with the team.
| Task | Owner | When | Notes |
|---|---|---|---|
| HR forms and Day-1 onboarding forms | AIDM | This month | The Day-1 onboarding forms and the other HR forms the HR team asked for, built into the portal. |
| HR ticketing and complaint button | AIDM | This month | An HR ticketing system and a submit-a-complaint button in the portal. |
| HR chatbot | AIDM | This month | A chatbot that answers common HR questions so staff self-serve instead of emailing the HR team. |
| Employee surveys | AIDM | This month | Automated 30-day, 90-day, and exit surveys pushed to staff in the portal. |
| Storefront and uniform ordering | AIDM | Being scoped | Order uniforms straight from the portal after training, sent to the address staff enter, with a direct connection to the supplier. Admission booklets and forms can be requested the same way. |
| Marketing collateral library | AIDM | Being scoped | A library of ready digital materials in the portal that staff can download, share, or show on a tablet, with a request flow for one-off pieces. |
| Chart-review auditing tool | AIDM | Kicking off next week | A tool to support the team's chart reviews. Starting with a walkthrough of the current process, then building it out. |
Recently delivered
Recently delivered, past 2 weeks.
What was completed between June 30th and July 6th, 2026.
8 items
Training platform
| Jul 1st | Training platform soft-launched to managers, with the first release covering Company Resources and the Hospice Foundation course. |
| Jul 3rd | New "win as you learn" rewards model built into the portal, unlocking items as staff complete training. |
| Jul 3rd | Training admin area reorganized into clear, separate pages for settings, configuration, manager access, video management, and content management. |
| Jul 3rd | Dedicated training dashboards designed for managers, HR, and admins. |
| Jul 3rd | Hospice Foundation course modules moving into the live platform, with the first modules migrated to production. |
| Jul 3rd | First liaison training video produced. |
Portal operations
| Jul 3rd | Hospice Foundation course content updated on the portal, non-indexed articles submitted for indexing, and search-console fixes applied. |
| Jul 6th | Social media access set up for the new social media lead across LinkedIn, Facebook, and Instagram. |
Meetings
Meeting cadence and on-site visits.
Weekly Tuesday Cindy meetings and standing Thursday Keith and Cindy one-on-ones, with the company-wide rollout on July 8th.
3 meetings
| Date | Meeting | Agenda |
|---|---|---|
| Tue, Jul 7, 2026 | Weekly Cindy meeting | Portal redesign go-live, rollout readiness, training content |
| Wed, Jul 8, 2026 | Company-wide rollout | Training platform opens to the wider company, with the announcement |
| Thu, Jul 9, 2026 | Keith and Cindy one-on-one | Standing Thursday cadence |