Family Physician Onboarding Checklist

Family Physician Onboarding Process

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

Family Physician Onboarding Checklist

1. Credentialing and Licensing: The family physician must complete the necessary paperwork and provide documentation to obtain the required credentials and licenses to practice medicine. This task is typically performed by the physician themselves, with assistance from the medical staff or administrative team.

2. Orientation and Introduction: The new family physician should be provided with a comprehensive orientation to the organization, including an introduction to the company’s mission, values, policies, and procedures. This task is usually performed by the human resources department or a designated orientation coordinator.

3. Facility Tour: It is essential for the family physician to become familiar with the physical layout of the healthcare facility, including the location of different departments, examination rooms, laboratories, and other relevant areas. This task can be performed by a designated staff member or a mentor assigned to the new physician.

4. Introduction to Support Staff: The family physician should be introduced to the support staff members, such as nurses, medical assistants, receptionists, and other personnel who play a crucial role in the daily operations of the practice. This task can be facilitated by the practice manager or a designated team member.

5. Electronic Medical Records (EMR) Training: Familiarizing the family physician with the organization’s electronic medical records system is crucial for efficient patient care. This task is typically performed by the IT department or a designated trainer who specializes in EMR systems.

6. Review of Clinical Guidelines and Protocols: The new family physician should be provided with access to the organization’s clinical guidelines and protocols, which outline evidence-based practices and standards of care. This task can be performed by the medical director or a designated clinical lead.

7. Introduction to Specialty Services: If the healthcare organization offers specialized services or has a multidisciplinary team, the family physician should be introduced to the specialists and other healthcare professionals who collaborate within the organization. This task can be facilitated by the medical director or a designated liaison.

8. Review of Administrative Processes: Understanding the administrative processes, such as scheduling, billing, and insurance procedures, is crucial for the family physician to navigate the practice efficiently. This task can be performed by the practice manager or a designated administrative staff member.

9. Introduction to Referral Network: If the family physician will be referring patients to specialists outside the organization, they should be provided with information about the referral network, including contact details and preferred providers. This task can be facilitated by the referral coordinator or a designated staff member.

10. Introduction to Quality Improvement Initiatives: Familiarizing the family physician with the organization’s quality improvement initiatives and participation in relevant committees or projects is essential for maintaining high standards of care. This task can be performed by the quality improvement team or a designated quality coordinator.

11. Review of Emergency Procedures: Understanding the emergency procedures and protocols within the healthcare facility is crucial for the family physician to respond effectively in urgent situations. This task can be performed by the medical director, emergency preparedness coordinator, or a designated trainer.

12. Introduction to Patient Population: The family physician should be provided with information about the patient population they will be serving, including demographics, prevalent medical conditions, and community health needs. This task can be facilitated by the medical director, community outreach coordinator, or a designated team member.

13. Introduction to Continuing Medical Education (CME) Opportunities: Familiarizing the family physician with the organization’s CME opportunities, such as conferences, workshops, and online resources, is crucial for their professional development. This task can be performed by the medical education coordinator or a designated staff member.

14. Introduction to Practice Policies and Procedures: The family physician should be provided with a comprehensive overview of the practice’s policies and procedures, including those related to patient privacy, informed consent, medication management, and ethical considerations. This task can be facilitated by the practice manager or a designated compliance officer.

15. Introduction to Interdisciplinary Team Collaboration: If the family physician will be working in a team-based care model, they should be introduced to the interdisciplinary team members, such as nurses, pharmacists, social workers, and care coordinators, to foster effective collaboration. This task can be facilitated by the team lead or a designated team member.

16. Introduction to Telemedicine and Virtual Care: If the healthcare organization offers telemedicine or virtual care services, the family physician should be provided with training and guidance on utilizing these technologies effectively. This task can be performed by the telemedicine coordinator or a designated trainer.

17. Introduction to Research Opportunities: If the healthcare organization is involved in research activities, the family physician should be informed about potential research opportunities and collaborations within the organization. This task can be facilitated by the research coordinator or a designated research liaison.

18. Introduction to Quality Assurance and Peer Review: Familiarizing the family physician with the organization’s quality assurance processes, including peer review and performance evaluation, is crucial for maintaining professional standards. This task can be performed by the medical director or a designated quality assurance coordinator.

19. Introduction to Patient Safety Initiatives: Understanding the organization’s patient safety initiatives, such as medication reconciliation, infection control protocols, and adverse event reporting, is essential for the family physician to ensure patient well-being. This task can be facilitated by the patient safety officer or a designated patient safety coordinator.

20. Introduction to Community Resources: The family physician should be provided with information about local community resources, such as support groups, social services, and healthcare organizations, to facilitate appropriate referrals and patient care. This task can be performed by the community outreach coordinator or a designated team member

Setting Up Your Employee Onboarding Process

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