Admitting Interviewer Onboarding Checklist

Admitting Interviewer Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Admitting Interviewer starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Customer Service onboarding experience or just need an onboarding checklist for your new Admitting Interviewer, you’re in the right place. We’ve put together a sample Admitting Interviewer onboarding checklist below and have created onboarding templates & resources to help.

Admitting Interviewer Onboarding Checklist

1. HR Orientation: The HR department conducts an orientation session to familiarize the new admitting interviewer with the company’s policies, procedures, and benefits. This task ensures that the new employee understands the company’s expectations, code of conduct, and available resources.

2. Job Shadowing: A senior admitting interviewer or team lead guides the new employee through a job shadowing process. This task involves observing and learning from experienced colleagues, understanding the workflow, and gaining practical knowledge about the role’s responsibilities and best practices.

3. System Training: The IT department provides system training to the new admitting interviewer. This task involves learning how to navigate the company’s admission software, understanding data entry protocols, and becoming proficient in using various tools and applications necessary for the job.

4. Departmental Training: The admitting interviewer’s direct supervisor or a designated trainer conducts departmental training. This task includes understanding the specific processes, protocols, and workflows within the customer service department. It covers topics such as handling patient inquiries, scheduling appointments, and managing admissions.

5. Familiarization with Policies and Procedures: The admitting interviewer is provided with a comprehensive handbook or manual that outlines the company’s policies and procedures. This task ensures that the new employee understands the guidelines for handling confidential patient information, maintaining privacy and security, and adhering to ethical standards.

6. Introduction to Team Members: The admitting interviewer is introduced to their immediate team members and other relevant colleagues. This task helps the new employee establish relationships, understand team dynamics, and foster collaboration within the customer service department.

7. Role-specific Training: The admitting interviewer receives role-specific training from a subject matter expert or a senior team member. This task focuses on developing the necessary skills for conducting effective patient interviews, gathering accurate information, and ensuring a smooth admission process.

8. Customer Service Training: The new employee undergoes customer service training, which may be conducted by the customer service manager or a designated trainer. This task emphasizes the importance of providing exceptional service, handling difficult situations, and maintaining a positive and empathetic attitude towards patients and their families.

9. Compliance Training: The admitting interviewer participates in compliance training sessions, which are typically conducted by the compliance officer or a compliance team member. This task ensures that the new employee understands legal and regulatory requirements related to admissions, privacy, and data protection.

10. Performance Expectations: The admitting interviewer’s supervisor sets clear performance expectations and goals for the role. This task involves discussing key performance indicators, productivity targets, and quality standards. Regular feedback and performance evaluations are also established to support the employee’s growth and development.

11. Ongoing Support: The admitting interviewer is provided with ongoing support from their supervisor and colleagues. This task includes regular check-ins, mentoring, and opportunities for additional training or professional development to enhance skills and knowledge in the customer service field.

12. Introduction to Company Culture: The new employee is introduced to the company’s culture, values, and mission. This task may involve attending company-wide meetings, team-building activities, or social events to foster a sense of belonging and alignment with the organization’s goals.

13. Review of Emergency Procedures: The admitting interviewer is trained on emergency procedures and protocols, such as fire safety, evacuation plans, and emergency response. This task ensures that the new employee is prepared to handle unexpected situations and prioritize the safety of patients and staff.

14. Introduction to Support Departments: The new admitting interviewer is introduced to support departments, such as billing, medical records, and insurance verification. This task helps the employee understand how these departments interact with the admitting process and fosters collaboration and effective communication across different teams.

15. Continuous Learning Opportunities: The company provides access to continuous learning opportunities, such as webinars, workshops, or online courses related to customer service, communication skills, or industry-specific knowledge. This task encourages the admitting interviewer to stay updated with industry trends and best practices.

Overall, these onboarding tasks aim to equip the new admitting interviewer with the necessary knowledge, skills, and resources to excel in their role and contribute to the company’s customer service goals

Setting Up Your Employee Onboarding Process

From reading through the items in the example Admitting Interviewer checklist above, you’ll now have an idea of how you can apply best practices to getting your new Admitting Interviewer up to speed and working well in your Customer Service team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.