Orthoptist Onboarding Checklist

Orthoptist Onboarding Process

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

Orthoptist Onboarding Checklist

1. Orientation: The new orthoptist 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 orthoptist is introduced to their immediate team members, including supervisors, colleagues, and support staff. This helps establish relationships and promotes a sense of belonging within the company. The team leader or supervisor usually performs this task.

3. Facility Tour: The new orthoptist is given a comprehensive tour of the healthcare facility, including the different departments, treatment areas, and administrative offices. This task is typically performed by a designated staff member or a supervisor.

4. Introduction to Equipment and Technology: The new orthoptist is provided with training on the specific equipment and technology used in their role, such as diagnostic tools, computer systems, and electronic medical records. This training is usually conducted by a senior orthoptist or a designated trainer.

5. Review of Policies and Procedures: The new orthoptist is given a detailed overview of the company’s policies and procedures related to patient care, safety protocols, documentation, and compliance with regulatory standards. This task is typically performed by the orthoptist’s supervisor or a designated compliance officer.

6. Training on Clinical Protocols: The new orthoptist receives training on the specific clinical protocols followed by the company, including assessment techniques, treatment plans, and follow-up procedures. This training is usually conducted by a senior orthoptist or a designated clinical trainer.

7. Introduction to Electronic Medical Records (EMR) System: The new orthoptist is trained on how to navigate and utilize the company’s electronic medical records system for efficient documentation and patient management. This training is typically provided by the IT department or a designated EMR trainer.

8. Shadowing Experienced Orthoptists: The new orthoptist spends time shadowing experienced orthoptists to observe and learn from their clinical expertise, patient interactions, and treatment approaches. This task is usually coordinated by the orthoptist’s supervisor or a designated mentor.

9. Review of Safety and Emergency Procedures: The new orthoptist is briefed on safety protocols, emergency response procedures, and the location of emergency equipment, such as fire extinguishers and first aid kits. This task is typically performed by the facility’s safety officer or a designated staff member.

10. Introduction to Administrative Processes: The new orthoptist is provided with an overview of administrative processes, such as scheduling appointments, billing procedures, and insurance documentation. This training is usually conducted by the administrative staff or a designated trainer.

11. Continuing Education Opportunities: The new orthoptist is informed about the company’s commitment to ongoing professional development and provided with information on available continuing education opportunities, conferences, and workshops. This task is typically performed by the human resources department or a designated education coordinator.

12. Performance Expectations and Evaluation: The new orthoptist is provided with clear performance expectations, including productivity targets, quality standards, and evaluation criteria. They are also informed about the company’s performance evaluation process and timelines. This task is typically performed by the orthoptist’s supervisor or a designated performance manager.

13. Introduction to Support Services: The new orthoptist is introduced to support services within the company, such as the billing department, medical records department, and administrative support staff. This helps them understand the workflow and collaborate effectively with other departments. The introduction is usually facilitated by the orthoptist’s supervisor or a designated staff member.

14. Review of Ethical Guidelines: The new orthoptist is provided with an overview of ethical guidelines and professional standards specific to the orthoptics profession, ensuring they understand the importance of patient confidentiality, informed consent, and ethical decision-making. This task is typically performed by the orthoptist’s supervisor or a designated ethics officer.

15. Introduction to Quality Improvement Initiatives: The new orthoptist is informed about the company’s quality improvement initiatives, such as patient satisfaction surveys, clinical audits, and performance improvement projects. This task is typically performed by the quality improvement department or a designated quality improvement coordinator.

16. Introduction to Research Opportunities: The new orthoptist is made aware of any research opportunities within the company, including participation in clinical trials, data collection, or research collaborations. This task is typically performed by the research department or a designated research coordinator.

17. Review of Employee Benefits and Policies: The new orthoptist is provided with information on employee benefits, such as health insurance, retirement plans, vacation policies, and professional development allowances. This task is typically performed by the human resources department or a designated benefits coordinator.

18. Introduction to Interdisciplinary Collaboration: The new orthoptist is introduced to the concept of interdisciplinary collaboration and the importance of working closely with other healthcare professionals, such as ophthalmologists, optometrists, and nurses. This introduction is typically facilitated by the orthoptist’s supervisor or a designated interdisciplinary coordinator.

19. Introduction to Infection Control Measures: The new orthoptist is trained on infection control measures, including hand hygiene, personal protective equipment usage, and proper disposal of biohazardous materials. This training is typically conducted by the infection control department or a designated infection control officer.

20. Review of HIPAA Compliance: The new orthoptist is educated on the Health Insurance Portability and Accountability Act (HIPAA) regulations and the importance of maintaining patient privacy and confidentiality. This task is typically performed by the orthoptist’s supervisor or a designated HIPAA compliance officer

Setting Up Your Employee Onboarding Process

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