Psychologists Onboarding Checklist

Psychologists Onboarding Process

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

Psychologists Onboarding Checklist

1. Orientation: The new psychologist attends an orientation session to familiarize themselves with the company’s mission, values, policies, and procedures. This task is typically performed by the HR department or a designated orientation coordinator.

2. Introduction to the Team: The new psychologist is introduced to their colleagues and team members, including other psychologists, therapists, and support staff. This task is usually facilitated by the team leader or supervisor.

3. Review of Job Responsibilities: The new psychologist receives a detailed overview of their specific job responsibilities, including client assessments, therapy sessions, report writing, and any administrative tasks. This task is typically performed by the supervisor or department head.

4. Training on Electronic Health Records (EHR) System: The new psychologist undergoes training on the company’s EHR system, learning how to document client information, schedule appointments, and access relevant data. This task is usually conducted by the IT department or a designated EHR trainer.

5. Familiarization with Clinical Policies and Procedures: The new psychologist reviews and familiarizes themselves with the company’s clinical policies and procedures, including confidentiality, informed consent, and ethical guidelines. This task is typically performed by the supervisor or a senior psychologist.

6. Introduction to Referral Sources: The new psychologist is introduced to the various referral sources, such as physicians, schools, and community organizations, that the company collaborates with. This task is usually facilitated by the marketing or business development team.

7. Review of Safety Protocols: The new psychologist undergoes training on safety protocols, including emergency procedures, crisis management, and reporting any potential risks or incidents. This task is typically performed by the HR department or a designated safety officer.

8. Review of Billing and Insurance Procedures: The new psychologist receives training on the company’s billing and insurance procedures, including how to submit claims, verify coverage, and handle client payments. This task is usually conducted by the billing or finance department.

9. Introduction to Supervision and Professional Development Opportunities: The new psychologist is informed about the company’s supervision structure and opportunities for professional development, such as attending conferences, workshops, or receiving specialized training. This task is typically performed by the supervisor or a designated professional development coordinator.

10. Review of Quality Assurance and Compliance Measures: The new psychologist learns about the company’s quality assurance and compliance measures, including audits, peer reviews, and adherence to regulatory standards. This task is typically performed by the quality assurance or compliance department.

11. Introduction to Support Services: The new psychologist is introduced to the various support services available within the company, such as administrative assistance, IT support, and access to resources or materials. This task is usually facilitated by the HR department or a designated support services coordinator.

12. Review of Professional Code of Conduct: The new psychologist reviews and acknowledges their commitment to the professional code of conduct, which may include ethical guidelines, professional boundaries, and maintaining client confidentiality. This task is typically performed by the supervisor or a designated ethics officer.

13. Introduction to Continuing Education Requirements: The new psychologist is informed about the company’s continuing education requirements, including the number of hours needed for license renewal and any specific topics or courses that must be completed. This task is typically performed by the supervisor or a designated continuing education coordinator.

14. Introduction to Research Opportunities: The new psychologist is informed about any research opportunities within the company, including ongoing studies, collaborations with academic institutions, or participation in clinical trials. This task is usually facilitated by the research department or a designated research coordinator.

15. Review of Employee Benefits and Policies: The new psychologist receives information about the company’s employee benefits, such as health insurance, retirement plans, vacation policies, and any other relevant policies or perks. This task is typically performed by the HR department or a designated benefits coordinator

Setting Up Your Employee Onboarding Process

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