Pre-placement training and compliance framework for Charisma SPD healthcare support personnel. Requirements are assigned according to job duties, patient contact, occupational exposure, care setting, equipment, and the receiving facility’s policies.

• Infection Prevention & Standard Precautions — required when duties involve patient-care areas or exposure to contaminated environments.
• Hand Hygiene & PPE — required according to role and work setting.
• Bloodborne Pathogens & Exposure Control — required when occupational exposure is reasonably anticipated.
• HIPAA, Privacy & Confidentiality — required for roles with access to patient information or patient-care areas.
• Patient Rights, Dignity & Professional Conduct — required for patient-facing support roles.
• Emergency / Fire Safety — Charisma orientation plus facility-specific emergency codes.
• Hazard Communication / SDS — required when job duties involve hazardous chemicals or cleaning products.
• Incident, Injury & Exposure Reporting — required before placement.

For other support roles, Charisma will assign only the training that applies to the actual duties and work setting. Examples may include unit support, supply support, clerical support in clinical areas, patient observation, or other non-licensed healthcare support functions.

Applicable modules may include infection prevention, confidentiality, patient rights, safe lifting, emergency response, workplace violence prevention, hazard communication, equipment safety, and department-specific orientation.

• Respiratory Protection / N95 — only when required by job duties or facility policy.
• Special isolation or outbreak procedures — according to facility direction.
• Safe patient handling equipment — device-specific competency where used.
• Behavioral health / de-escalation training — only for assignments where applicable.
• Workplace violence prevention — according to role and facility requirements.
• Department-specific equipment — competency before independent use.
• Facility orientation — local emergency codes, reporting systems, PPE stations, waste streams, and escalation pathways.

Training completion should be paired with role-appropriate competency validation where the worker will operate equipment, transport patients, handle hazardous chemicals, perform terminal cleaning, or carry out other tasks with direct safety implications.

Competency may be validated through documented experience, direct observation, return demonstration, supervisor sign-off, or another facility-approved method.

1. Role identified → Patient Transport, EVS, or other healthcare support role.
2. Duties and exposure reviewed → determines which training applies.
3. Core training completed → applicable infection prevention, confidentiality, safety, and reporting modules.
4. Conditional requirements assigned → based on patient contact, chemicals, PPE, equipment, or client request.
5. Competencies validated → for safety-sensitive tasks where required.
6. Facility orientation completed → local policies, emergency procedures, equipment, and department workflow.
7. Ready for Placement → after all applicable requirements are cleared.