Care Manager Onboarding Checklist

Care Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Care Manager 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 Healthcare onboarding experience or just need an onboarding checklist for your new Care Manager, you’re in the right place. We’ve put together a sample Care Manager onboarding checklist below and have created onboarding templates & resources to help.

Care Manager Onboarding Checklist

1. Orientation: The new Care Manager attends an orientation session to familiarize themselves with the company’s mission, values, policies, and procedures. This task is typically performed by the Human Resources department or a designated orientation coordinator.

2. Introduction to the Team: The new Care Manager is introduced to their immediate team members, including supervisors, colleagues, and support staff. This task is usually performed by the supervisor or team leader.

3. Review of Job Responsibilities: The new Care Manager receives a detailed overview of their specific job responsibilities, including client care coordination, assessment, and case management. This task is typically performed by the supervisor or a senior Care Manager.

4. Training on Electronic Health Records (EHR) System: The new Care Manager undergoes training on the company’s EHR system, learning how to document client information, update care plans, and access relevant data. This task is usually performed by the IT department or a designated EHR trainer.

5. Familiarization with Company Policies and Procedures: The new Care Manager reviews and acknowledges understanding of company policies and procedures, including confidentiality, HIPAA compliance, and safety protocols. This task is typically performed by the Human Resources department or a designated policy coordinator.

6. Shadowing Experienced Care Managers: The new Care Manager shadows experienced colleagues to observe and learn best practices in client care, communication, and problem-solving. This task is usually coordinated by the supervisor or a designated mentor.

7. Introduction to Key Stakeholders: The new Care Manager is introduced to key stakeholders within the organization, such as physicians, nurses, social workers, and other healthcare professionals they will collaborate with. This task is typically performed by the supervisor or a designated liaison.

8. Training on Care Management Software: The new Care Manager receives training on any specialized software or tools used for care management, such as scheduling systems, care coordination platforms, or telehealth platforms. This task is usually performed by the IT department or a designated software trainer.

9. Review of Documentation Requirements: The new Care Manager learns about the specific documentation requirements for client assessments, care plans, progress notes, and other necessary paperwork. This task is typically performed by the supervisor or a senior Care Manager.

10. Introduction to Community Resources: The new Care Manager is provided with information and resources about community organizations, support groups, and other services that can assist clients in their healthcare journey. This task is usually performed by the supervisor or a designated community liaison.

11. Review of Quality Assurance and Performance Metrics: The new Care Manager is educated on the company’s quality assurance measures, performance metrics, and expectations for client outcomes. This task is typically performed by the supervisor or a designated quality assurance coordinator.

12. Training on Crisis Management and Emergency Procedures: The new Care Manager undergoes training on crisis management, emergency response protocols, and how to handle urgent situations that may arise in client care. This task is usually performed by the supervisor or a designated trainer.

13. Introduction to Interdisciplinary Team Meetings: The new Care Manager is introduced to interdisciplinary team meetings, where they collaborate with other healthcare professionals to discuss client cases, treatment plans, and coordination of care. This task is typically performed by the supervisor or a designated team leader.

14. Review of Insurance and Reimbursement Processes: The new Care Manager learns about the insurance and reimbursement processes relevant to their role, including understanding different insurance plans, billing procedures, and authorization requirements. This task is typically performed by the supervisor or a designated billing coordinator.

15. Ongoing Professional Development: The new Care Manager is informed about opportunities for ongoing professional development, such as attending conferences, workshops, or webinars to enhance their knowledge and skills in care management. This task is typically performed by the supervisor or a designated professional development coordinator

Setting Up Your Employee Onboarding Process

From reading through the items in the example Care Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Care Manager up to speed and working well in your Healthcare 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.