Complementary Health Therapists Onboarding Checklist

Complementary Health Therapists Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Complementary Health Therapists 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 Complementary Health Therapists, you’re in the right place. We’ve put together a sample Complementary Health Therapists onboarding checklist below and have created onboarding templates & resources to help.

Complementary Health Therapists Onboarding Checklist

1. Orientation: The new complementary health therapist 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 therapist is introduced to their colleagues and key team members within the company. This helps foster relationships, promotes collaboration, and ensures a smooth integration into the team. The task is usually performed by the team leader or supervisor.

3. Review of Company Policies and Procedures: The therapist is provided with a comprehensive overview of the company’s policies and procedures, including confidentiality, code of conduct, health and safety guidelines, and any specific protocols relevant to their role. This task is typically performed by the human resources department or a designated trainer.

4. Training on Electronic Health Records (EHR) System: As electronic health records are commonly used in healthcare settings, the therapist receives training on the company’s EHR system. This includes learning how to input patient information, document treatments, and access relevant medical records. The training is usually conducted by the IT department or a designated EHR trainer.

5. Familiarization with Treatment Rooms and Equipment: The therapist is given a tour of the treatment rooms, equipment, and supplies they will be using. They are shown how to properly set up and maintain the treatment rooms, ensuring a safe and hygienic environment for patients. This task is typically performed by a senior therapist or the clinic manager.

6. Review of Appointment Scheduling System: The therapist is trained on the company’s appointment scheduling system, learning how to book, reschedule, and cancel appointments. They are also introduced to any specific protocols related to patient scheduling. This task is usually performed by the receptionist or administrative staff.

7. Introduction to Company’s Referral Network: The therapist is provided with information about the company’s referral network, including other healthcare professionals or specialists they may collaborate with. This helps establish connections and facilitates a multidisciplinary approach to patient care. The task is typically performed by the clinic manager or a designated liaison.

8. Review of Billing and Insurance Procedures: The therapist is educated on the company’s billing and insurance procedures, including how to submit claims, handle co-payments, and navigate insurance requirements. This task is usually performed by the billing department or a designated billing coordinator.

9. Introduction to Quality Assurance and Continuous Professional Development: The therapist is informed about the company’s quality assurance initiatives and ongoing professional development opportunities. This may include attending workshops, conferences, or participating in peer review sessions. The task is typically performed by the clinic manager or a designated quality assurance coordinator.

10. Review of Ethical Guidelines and Scope of Practice: The therapist is provided with an overview of ethical guidelines and their scope of practice within the complementary health therapy field. This ensures they understand professional boundaries, confidentiality, and the importance of maintaining a high standard of care. The task is typically performed by a senior therapist or the clinic manager.

11. Introduction to Company’s Marketing and Promotional Strategies: The therapist is introduced to the company’s marketing and promotional strategies, including any specific initiatives they may be involved in. This helps them understand how to contribute to the company’s growth and attract new clients. The task is typically performed by the marketing department or a designated marketing coordinator.

12. Review of Emergency Procedures: The therapist is trained on the company’s emergency procedures, including how to respond to medical emergencies, fire drills, and evacuation protocols. This ensures they are prepared to handle unexpected situations and prioritize patient safety. The task is typically performed by the clinic manager or a designated safety officer.

13. Introduction to Company’s Mission and Vision: The therapist is provided with an overview of the company’s mission and vision, understanding the broader goals and objectives they are expected to align with. This helps create a sense of purpose and direction within their role. The task is typically performed by the clinic manager or a designated representative from the executive team.

14. Review of Documentation and Record-Keeping Requirements: The therapist is educated on the company’s documentation and record-keeping requirements, including how to maintain accurate and up-to-date patient records, progress notes, and treatment plans. This task is usually performed by a senior therapist or the clinic manager.

15. Introduction to Infection Control Practices: The therapist is trained on the company’s infection control practices, including hand hygiene, sterilization techniques, and proper disposal of biohazardous waste. This ensures they adhere to strict infection control protocols and maintain a safe environment for patients. The task is typically performed by a senior therapist or the clinic manager.

16. Review of Professional Development Opportunities: The therapist is informed about the company’s professional development opportunities, such as workshops, seminars, or certifications they can pursue to enhance their skills and knowledge. This task is typically performed by the clinic manager or a designated professional development coordinator.

17. Introduction to Company’s Code of Ethics: The therapist is provided with a copy of the company’s code of ethics, which outlines the professional conduct expected of them. This helps maintain a high standard of ethical practice and ensures patient trust and confidentiality. The task is typically performed by a senior therapist or the clinic manager.

18. Review of Patient Consent and Privacy Policies: The therapist is educated on the company’s patient consent and privacy policies, understanding the importance of obtaining informed consent and protecting patient privacy in accordance with legal and ethical requirements. This task is usually performed by a senior therapist or the clinic manager.

19. Introduction to Company’s Reporting and Incident Management Procedures: The therapist is trained on the company’s reporting and incident management procedures, learning how to document and report any incidents, accidents, or adverse events that occur during patient care. This ensures transparency and accountability within the organization. The task is typically performed by the clinic manager or a designated incident management coordinator.

20. Review of Company’s Performance Evaluation Process: The therapist is informed about the company’s performance evaluation process, understanding how their performance will be assessed, and any opportunities for growth or advancement within the organization. This task is typically performed by the human resources department or a designated performance management coordinator

Setting Up Your Employee Onboarding Process

From reading through the items in the example Complementary Health Therapists checklist above, you’ll now have an idea of how you can apply best practices to getting your new Complementary Health Therapists 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.