Quick Start Guide

~5 minutes

Get your home care agency running on Care Learning in under 5 minutes. No configuration required — the platform is ready to use the moment you sign up.

1
Create your admin account. Register at /register. You will be set up as the agency admin automatically.
2
Invite your team. Go to Admin → Users and click Invite Caregiver. Add caregivers by email or upload a CSV to bulk-import your roster.
3
Assign required courses. Go to Admin → Assign Courses. Select a course, choose which caregivers to enroll, and set a completion deadline.
4
Check the compliance dashboard. Your dashboard at /dashboard shows real-time completion status for your entire team — who is certified, who is in progress, and who is overdue.
5
Issue certificates. Caregivers who complete a course receive a certificate automatically. All certificates appear at /certificates with a QR code for public verification.

Invite Your Team

There are two ways to add caregivers and staff to Care Learning.

Email invite

Go to Admin → Users → Invite. Enter the caregiver's email address and select their role. They will receive an email with a link to set their password.

CSV bulk import

For agencies with existing rosters, upload a CSV file with columns: firstName, lastName, email, role, department. All users are created and sent invite emails in one step.

Roles

RoleWhat they can do
AdminFull access — users, courses, reports, billing, settings
ManagerUsers, courses, assignments, reports (no billing or settings)
InstructorOwn courses, student roster, quiz builder, announcements
CaregiverDashboard, enrolled courses, certificates, messages, profile

Assign Courses

Admins and managers can assign courses to one or more caregivers at a time from Admin → Assign Courses.

Bulk assignment

Select a course, then choose individual caregivers or select all. Click Assign to enroll everyone at once. Each caregiver receives a notification that a new course is waiting for them.

Deadline tracking

The compliance dashboard highlights caregivers who are overdue. Automated reminders (coming soon) will email caregivers before their deadline.

Track Compliance

The admin compliance dashboard gives you a real-time view of your team's training status. Filter by department, course, or completion status to zero in on who needs attention.

Key metrics shown: overall completion rate, active enrollments, caregivers overdue, and quiz pass rates. All data updates as caregivers complete lessons and quizzes.

Dashboard Overview

Every role sees a different dashboard optimized for their work:

  • Admin / ManagerOrg-wide stats, completion rates by department, recent activity, quick actions (assign courses, view reports)
  • InstructorCourses assigned to them, student progress, quiz performance, pending evaluations
  • CaregiverPersonal learning progress, enrolled courses, earned certificates, upcoming deadlines

Courses & Modules

Courses in Care Learning are structured in three levels: Course → Modules → Lessons.

Pre-built courses

The platform includes a library of compliance courses: HIPAA Compliance, Home Health Aide Fundamentals, Advanced Patient Care Techniques, Office Administration Essentials, and Leadership & Team Management.

Lesson types

Each lesson can be an ARTICLE (rich text), VIDEO (streamed or uploaded), or PDF (uploaded document). Lessons track individual completion per caregiver.

Quizzes & Assessments

Quizzes are attached to specific courses or modules. Admins and managers can create quizzes with multiple-choice and true/false questions.

Settings

Each quiz has a configurable passing score (default 70%), maximum attempts (default 3), and optional time limit in minutes.

Attempts

Caregivers can review their past attempts and scores at /quizzes. Admins can view quiz analytics per-question from the reports page.

Certificates

Care Learning issues certificates in two tiers:

Free Certificate

  • Issued on course completion
  • Downloadable PDF
  • Stored in caregiver profile
  • Shows completion date & hours

Verified Certificate

  • Unique verification ID
  • QR code for public lookup
  • Official Care Learning seal
  • Enhanced print design

Any certificate can be verified publicly at /verify/[certificateId]. No login required — anyone can confirm a caregiver's training status.

Reports & Exports

Access all reports from Admin → Reports.

  • Completion report — overall completion rates filterable by date range
  • Department breakdown — completion rates per department (Caregiving, Instruction, etc.)
  • Quiz performance — per-quiz pass rates, average scores, attempts distribution
  • Quiz by department — quiz pass rates broken down by team

User Roles

Care Learning uses five roles arranged in a permission hierarchy. Each role can only access the features listed below.

FeatureAdminManagerInstructorCaregiver
Dashboard
Courses
Certificates
Admin > Users
Admin > Assign
Admin > Reports
Admin > Settings
Billing
Instructor Portal

Organization Settings

Access settings from Admin → Settings. Available to Admin role only.

General

Organization name, address, and primary contact information. Used on certificate headers and compliance statements.

Branding

Set your primary and secondary brand colors. These apply to the certificate design and can be customized per tenant.

Certificates

Configure the compliance statement that appears on all certificates. Set default instructor and director signature names. The default statement for Axzons Home Care reads: "This training program is provided and approved by Axzons Home Care and is qualified as a caregiver training program under applicable guidelines."

Billing

Manage your subscription at /billing. Available to Admin only.

View your current plan, usage stats, payment method, and invoice history. To compare plans, visit /pricing.

API Overview

The Care Learning backend exposes a RESTful JSON API. All responses follow the shape { success: true, data: <payload> }.

Base URL

http://localhost:5000 # development
https://your-backend.up.railway.app # production

Endpoints by module

/api/v1/auth

  • POST /register
  • POST /login
  • POST /refresh
  • POST /logout

/api/v1/users

  • GET /me
  • GET / (Admin)
  • POST / (Admin)
  • PATCH /:id (Admin)
  • DELETE /:id (Admin)

/api/v1/courses

  • GET /
  • GET /:id
  • POST / (Admin)
  • PATCH /:id (Admin)
  • DELETE /:id (Admin)

/api/v1/enrollments

  • POST /
  • GET /
  • GET /:id
  • PATCH /:id/drop

/api/v1/quizzes

  • GET /
  • GET /:id
  • POST /:id/submit
  • GET /:id/attempts

/api/v1/progress

  • POST /complete
  • GET /
  • GET /resume/:courseId

/api/v1/admin

  • GET /dashboard
  • GET /reports/completion
  • GET /reports/quizzes

Full interactive docs are available at /api-docs on the backend server (Swagger UI).

Authentication

Care Learning uses JWT-based authentication with two tokens:

  • Access token — short-lived (15 min). Include in every API request as Authorization: Bearer <accessToken>.
  • Refresh token — long-lived (7 days). Used to silently issue a new access token via POST /api/v1/auth/refresh.
// Login
POST /api/v1/auth/login
{ "email": "...", "password": "..." }

// Use the token
Authorization: Bearer <accessToken>

Rate Limits

Rate limits are enforced per IP address using a sliding window.

Route groupLimitWindow
All routes100 requests15 minutes
/api/v1/auth/*10 requests15 minutes

When a rate limit is exceeded, the API returns 429 Too Many Requests.

Ready to get started?

Set up your agency in minutes. No credit card required.

Start Free Trial