Traditional Chinese Medicine Practitioner Onboarding Checklist

Traditional Chinese Medicine Practitioner Onboarding Process

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

Traditional Chinese Medicine Practitioner Onboarding Checklist

1. Orientation: The new Traditional Chinese Medicine (TCM) practitioner should receive a comprehensive orientation to the company, including an introduction to the organization’s mission, values, and culture. This task is typically performed by the HR department or a designated orientation coordinator.

2. Introduction to the Team: The new TCM practitioner should be introduced to their colleagues and team members. This allows them to establish relationships, understand team dynamics, and foster collaboration. The team leader or supervisor usually performs this task.

3. Review of Policies and Procedures: The new TCM practitioner should be provided with an overview of the company’s policies and procedures, including those related to patient care, documentation, privacy, and safety. This task is typically performed by the HR department or a designated compliance officer.

4. Familiarization with Clinic Facilities: The new TCM practitioner should be given a tour of the clinic facilities, including treatment rooms, administrative areas, and any specialized equipment or technology. This task is usually performed by a senior staff member or the clinic manager.

5. Introduction to Electronic Health Records (EHR) System: If the company utilizes an EHR system, the new TCM practitioner should receive training on how to navigate and use the system effectively. This task is typically performed by the clinic’s IT department or a designated EHR trainer.

6. Review of Treatment Protocols: The new TCM practitioner should be provided with an overview of the clinic’s treatment protocols, including the specific techniques, therapies, and herbal remedies commonly used. This task is usually performed by a senior TCM practitioner or the clinic’s medical director.

7. Introduction to Administrative Processes: The new TCM practitioner should be familiarized with administrative processes such as scheduling appointments, billing procedures, and insurance documentation. This task is typically performed by the clinic’s administrative staff or a designated trainer.

8. Review of Patient Intake and Assessment Forms: The new TCM practitioner should be guided through the clinic’s patient intake and assessment forms, ensuring they understand how to gather relevant information and document it accurately. This task is usually performed by a senior TCM practitioner or the clinic’s medical director.

9. Shadowing and Observation: The new TCM practitioner should have the opportunity to shadow and observe experienced practitioners in action. This allows them to learn from their peers, gain practical insights, and understand the clinic’s treatment approach. This task is typically coordinated by the clinic manager or a designated mentor.

10. Continuing Education Opportunities: The new TCM practitioner should be informed about any continuing education opportunities available to them, such as workshops, conferences, or online courses. This ensures they can stay updated with the latest advancements in TCM and enhance their professional development. The HR department or a designated training coordinator typically performs this task.

11. Introduction to Support Staff: The new TCM practitioner should be introduced to the clinic’s support staff, such as receptionists, nurses, or medical assistants. This allows them to understand each team member’s role and establish effective communication channels. The clinic manager or team leader usually performs this task.

12. Review of Clinic Policies on Professional Development: The new TCM practitioner should be informed about the clinic’s policies regarding professional development, such as reimbursement for attending conferences or pursuing advanced certifications. This task is typically performed by the HR department or a designated training coordinator.

13. Introduction to Referral Network: The new TCM practitioner should be introduced to the clinic’s referral network, including other healthcare providers or specialists with whom they may collaborate. This task is usually performed by the clinic manager or a designated liaison.

14. Review of Clinic’s Code of Ethics: The new TCM practitioner should be provided with a copy of the clinic’s code of ethics and guided through its principles and expectations. This ensures they adhere to professional standards and maintain ethical conduct. The clinic’s medical director or a designated ethics officer typically performs this task.

15. Performance Expectations and Evaluation: The new TCM practitioner should receive clear performance expectations and understand how their performance will be evaluated. This includes discussing key performance indicators, goals, and any performance review processes. The clinic manager or supervisor usually performs this task.

16. Introduction to Marketing and Patient Acquisition Strategies: The new TCM practitioner should be familiarized with the clinic’s marketing and patient acquisition strategies, including any online presence, referral programs, or community outreach initiatives. This task is typically performed by the clinic manager or a designated marketing coordinator.

17. Review of Emergency Procedures: The new TCM practitioner should be trained on the clinic’s emergency procedures, including how to respond to medical emergencies, fire drills, and evacuation protocols. This task is usually performed by the clinic’s safety officer or a designated trainer.

18. Introduction to Quality Improvement Initiatives: The new TCM practitioner should be informed about any ongoing quality improvement initiatives within the clinic, such as patient satisfaction surveys or process improvement projects. This task is typically performed by the clinic manager or a designated quality improvement coordinator.

19. Introduction to Research Opportunities: The new TCM practitioner should be informed about any research opportunities available within the clinic, such as participation in clinical trials or collaborative research projects. This task is usually performed by the clinic’s research coordinator or a designated liaison.

20. Review of Professional Boundaries and Confidentiality: The new TCM practitioner should receive training on maintaining professional boundaries and patient confidentiality, ensuring they understand the importance of privacy and ethical conduct. This task is typically performed by the clinic’s medical director or a designated ethics officer

Setting Up Your Employee Onboarding Process

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