Family Practitioner Onboarding Checklist

Family Practitioner Onboarding Process

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

Family Practitioner Onboarding Checklist

1. Credentialing and Licensing: The family practitioner 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 practitioner themselves, with support from the company’s credentialing department or designated staff.

2. Orientation and Introduction: The new family practitioner should be provided with a comprehensive orientation to the company, including an introduction to the organization’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 practitioner 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 senior practitioner.

4. Introduction to Support Staff: The family practitioner should be introduced to the support staff members, such as nurses, medical assistants, receptionists, and administrative personnel, who will be working closely with them. This task is typically performed by the practice manager or a designated staff member.

5. Electronic Medical Records (EMR) Training: Familiarity with the company’s electronic medical records system is crucial for efficient patient care. The family practitioner should receive training on how to navigate and utilize the EMR system effectively. This task is usually performed by the company’s IT department or a designated trainer.

6. Review of Clinical Guidelines and Protocols: The family practitioner should be provided with access to and a thorough review of the company’s clinical guidelines and protocols. This includes information on best practices, treatment algorithms, and evidence-based medicine. This task can be performed by the medical director or a designated clinical lead.

7. Introduction to Specialty Services: If the company offers specialized services or has a network of specialists, the family practitioner should be introduced to these services and provided with information on how to refer patients appropriately. This task can be performed by the practice manager or a designated staff member.

8. Review of Billing and Coding Practices: Understanding the company’s billing and coding practices is essential to ensure accurate and compliant documentation. The family practitioner should receive training on proper coding and billing procedures. This task is typically performed by the billing and coding department or a designated trainer.

9. Introduction to Quality Improvement Initiatives: The family practitioner should be made aware of any ongoing quality improvement initiatives within the company and provided with information on how to actively participate in these efforts. This task can be performed by the quality improvement department or a designated staff member.

10. Introduction to Peer Review Process: Familiarity with the company’s peer review process is important for ongoing professional development and maintaining high standards of care. The family practitioner should be introduced to the peer review process and provided with information on how to participate. This task is typically performed by the medical director or a designated clinical lead.

11. Continuing Medical Education (CME) Opportunities: The family practitioner should be informed about the company’s support for continuing medical education, including any CME allowances, conferences, or educational resources available. This task can be performed by the medical director or a designated staff member.

12. Introduction to Patient Population: Depending on the company’s patient demographics, the family practitioner should be provided with information on the specific patient population they will be serving. This may include cultural considerations, prevalent health conditions, and community resources. This task can be performed by the practice manager or a designated staff member.

13. Introduction to Policies and Procedures: The family practitioner should receive a comprehensive overview of the company’s policies and procedures, including those related to patient privacy, safety, infection control, and emergency protocols. This task is typically performed by the human resources department or a designated orientation coordinator.

14. Introduction to Ancillary Services: If the company offers ancillary services such as radiology, laboratory, or pharmacy, the family practitioner should be introduced to these services and provided with information on how to utilize them effectively. This task can be performed by the practice manager or a designated staff member.

15. Introduction to Referral Networks: If the company has established referral networks with other healthcare providers or specialists, the family practitioner should be introduced to these networks and provided with information on how to refer patients appropriately. This task can be performed by the practice manager or a designated staff member

Setting Up Your Employee Onboarding Process

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