Relationship Counselor Onboarding Checklist

Relationship Counselor Onboarding Process

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

Relationship Counselor Onboarding Checklist

1. Introduction to company policies and procedures: The relationship counselor should be provided with a comprehensive overview of the company’s policies and procedures, including confidentiality guidelines, code of ethics, and any specific protocols related to therapy sessions. This task is typically performed by the human resources department or a designated supervisor.

2. Familiarization with therapy techniques and approaches: The relationship counselor should receive training and guidance on the various therapy techniques and approaches commonly used in the industry. This may involve attending workshops, shadowing experienced counselors, or participating in training sessions conducted by senior therapists or the clinical director.

3. Introduction to the company’s client base: The relationship counselor should be introduced to the company’s existing client base, including their demographics, presenting issues, and any relevant background information. This task is usually performed by the clinical director or a senior therapist who can provide insights and context about the clients.

4. Review of case files and client history: The relationship counselor should be given access to relevant case files and client history to familiarize themselves with the ongoing therapy sessions and any previous interventions. This task is typically performed by the clinical director or a designated supervisor who can provide guidance and answer any questions.

5. Introduction to the company’s documentation and record-keeping systems: The relationship counselor should be trained on the company’s documentation and record-keeping systems, including how to maintain accurate and confidential client records, progress notes, and any required forms or reports. This task is usually performed by the administrative staff or a designated supervisor.

6. Orientation to the company’s referral network: The relationship counselor should be introduced to the company’s referral network, including other therapists, psychiatrists, or professionals who may collaborate on client cases. This task is typically performed by the clinical director or a designated supervisor who can provide information on the network and facilitate introductions.

7. Familiarization with the company’s scheduling and billing procedures: The relationship counselor should receive training on the company’s scheduling and billing procedures, including how to book appointments, manage cancellations or rescheduling, and submit billing information. This task is usually performed by the administrative staff or a designated supervisor.

8. Introduction to the company’s supervision and professional development opportunities: The relationship counselor should be informed about the company’s supervision and professional development opportunities, including any regular supervision sessions, peer consultation groups, or continuing education programs. This task is typically performed by the clinical director or a designated supervisor who can provide information and guidance on these opportunities.

9. Orientation to the company’s communication channels: The relationship counselor should be familiarized with the company’s communication channels, including email systems, internal messaging platforms, and any other tools used for team collaboration and information sharing. This task is usually performed by the IT department or a designated supervisor.

10. Introduction to the company’s marketing and client acquisition strategies: The relationship counselor should be provided with an overview of the company’s marketing and client acquisition strategies, including any referral sources, advertising campaigns, or community outreach initiatives. This task is typically performed by the marketing department or a designated supervisor who can provide information and resources for the counselor to leverage in their practice

Setting Up Your Employee Onboarding Process

From reading through the items in the example Relationship Counselor checklist above, you’ll now have an idea of how you can apply best practices to getting your new Relationship Counselor up to speed and working well in your Therapy 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.