Case Study
Overcoming training transfer challenges
Undertaking an audit is good business practice for care homes. It will pick up on anything that a manager has missed but it can also demonstrate that a home is adhering to best practices, whilst avoiding all possibility of a bad CQC inspection. Therefore, a fresh pair of eyes from an experienced consultant can ensure that any operating issues are picked up.
At Fulcrum, we act as your “critical friend” to conduct audits that give you feedback on all areas that the regulator will cover and we can make specific recommendations where improvements are needed.
What issue did the care home have?
During a recent audit, it came to the attention of a consultant that the care home had successfully transitioned to a new online provider for various systems such as payroll and electronic records. However, an oversight occurred regarding the transfer of training-related services. The previous online training provider had frozen the account due to a cancelled subscription, and as a result, several issues arose, including the inability to access the training matrix and staff records.
Care workers also faced difficulties in substantiating their efforts, qualifications, and training as the certification of completion was stored on the previous online portal, which they no longer had access to.
Ultimately, this had an adverse effect on the home’s Care Quality Commission (CQC) rating as they couldn’t evidence the training that would showcase the compliance and competency of its staff members.


How did Fulcrum Care help?
Speaking with the care provider, we knew that prompt action was needed. The consultant immediately discussed this issue with the operations manager and it was decided that they needed to contact both training providers, old and new, to allow for a seamless transfer of records and certificates.
It was important to reiterate that training staff helps engrain the necessary behaviours, attitudes, skills and knowledge to deliver high-quality, safe, person-centred care – and it’s even more important to be able to evidence this. The operations manager agreed, and after consultation with the auditor, they made quick progress in getting the issue resolved.
What were the results for the care home?
Following the audit, access to online training was promptly restored, allowing care workers to resume their training activities. Additionally, the new training provider collaborated with the old one to obtain updated training certificates for all staff members.
This proactive approach prevented further complications and potential negative consequences in future assessments. Consequently, the home now possesses the necessary evidence to present to the CQC. This not only safeguards the reputation of the service but also instils confidence in regulatory bodies and ensures the delivery of high-quality care.
If your care home needs help from a team of dedicated care experts, please get in touch.