Orthotist Onboarding Checklist

Orthotist Onboarding Process

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

Orthotist Onboarding Checklist

1. Introduction to company policies and procedures: The new orthotist should be provided with a comprehensive overview of the company’s policies and procedures, including those related to patient care, safety protocols, and ethical guidelines. This task is typically performed by the human resources department or a designated supervisor.

2. Familiarization with the company’s organizational structure: It is crucial for the orthotist to understand the company’s hierarchy and reporting lines. This includes knowing who their immediate supervisor is, as well as key personnel in other departments such as billing, administration, and procurement. The supervisor or a designated team member can assist in providing this information.

3. Orientation to the clinic or facility: The new orthotist should be given a tour of the clinic or facility where they will be working. This includes familiarizing them with the layout, equipment, and resources available. Additionally, they should be introduced to other staff members, such as nurses, technicians, and administrative personnel, who play a role in patient care. This task is typically performed by a senior orthotist or a designated staff member.

4. Review of patient documentation and medical records: The orthotist should be provided with access to patient records and taught how to navigate the electronic medical record system. They should be guided on how to review patient history, diagnoses, treatment plans, and any relevant notes. This task is typically performed by a senior orthotist or a designated staff member.

5. Training on orthotic devices and equipment: The new orthotist should receive comprehensive training on the various orthotic devices and equipment used in the clinic. This includes understanding the purpose, fitting process, and maintenance of each device. The training can be conducted by experienced orthotists or manufacturers’ representatives.

6. Shadowing experienced orthotists: To gain practical experience and learn best practices, the new orthotist should be given the opportunity to shadow experienced orthotists. This allows them to observe patient consultations, fittings, and follow-up appointments. The experienced orthotists can provide guidance, answer questions, and offer feedback during this process.

7. Introduction to billing and insurance procedures: Understanding the billing and insurance procedures is essential for an orthotist to ensure proper reimbursement for services provided. The new orthotist should be introduced to the billing department or personnel responsible for handling insurance claims. They should be taught how to document services, complete necessary forms, and communicate with insurance companies.

8. Compliance with regulatory requirements: The orthotist should receive training on compliance with regulatory requirements, such as HIPAA (Health Insurance Portability and Accountability Act) and OSHA (Occupational Safety and Health Administration) guidelines. This includes understanding patient privacy, maintaining a safe work environment, and adhering to infection control protocols. The training can be conducted by the compliance officer or a designated staff member.

9. Introduction to referral sources and networking opportunities: Building relationships with referral sources, such as physicians, physical therapists, and rehabilitation centers, is crucial for an orthotist’s success. The new orthotist should be introduced to key referral sources and provided with networking opportunities, such as attending medical conferences or local healthcare events. This task can be performed by the clinic manager or a designated staff member responsible for business development.

10. Ongoing professional development: To stay updated with the latest advancements in orthotics, the new orthotist should be encouraged to participate in continuing education programs, workshops, and conferences. The company can provide information on relevant educational opportunities and support the orthotist’s professional growth. This task can be overseen by the clinic manager or a designated staff member responsible for professional development

Setting Up Your Employee Onboarding Process

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