Veterinary Practice Manager Onboarding Checklist

Veterinary Practice Manager Onboarding Process

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

Veterinary Practice Manager Onboarding Checklist

1. Introduction to the company: The new veterinary practice manager should be provided with a comprehensive introduction to the company, including its history, mission, values, and organizational structure. This task is typically performed by the HR department or a designated company representative.

2. Familiarization with policies and procedures: The practice manager should be given a thorough understanding of the company’s policies and procedures, including those related to employee conduct, client interactions, financial management, and veterinary care protocols. This task is usually performed by the HR department or a senior manager.

3. Introduction to the team: The new practice manager should be introduced to the veterinary team, including veterinarians, veterinary technicians, receptionists, and other support staff. This task is typically performed by the HR department or the practice owner.

4. Training on software and systems: The practice manager should receive training on the veterinary practice management software, electronic medical records system, and any other software or systems used in the practice. This task is usually performed by the IT department or a designated trainer.

5. Financial management training: The practice manager should receive training on financial management tasks, such as budgeting, billing, accounts receivable, and financial reporting. This task is typically performed by the practice owner or a designated financial manager.

6. Staff scheduling and management: The new practice manager should be trained on staff scheduling, including creating work schedules, managing time-off requests, and ensuring adequate staffing levels. Additionally, training on staff management, including performance evaluations, conflict resolution, and team building, should be provided. This task is usually performed by the practice owner or a designated senior manager.

7. Client communication and customer service training: The practice manager should receive training on effective client communication, customer service skills, and handling client complaints or concerns. This task is typically performed by the practice owner or a designated senior manager.

8. Inventory management: The new practice manager should be trained on inventory management tasks, including ordering supplies, tracking inventory levels, and managing vendor relationships. This task is usually performed by the practice owner or a designated inventory manager.

9. Compliance with regulations and licensing: The practice manager should be educated on the various regulations and licensing requirements specific to the veterinary industry, ensuring the practice remains compliant. This task is typically performed by the practice owner or a designated compliance officer.

10. Marketing and business development: The new practice manager should receive training on marketing strategies and business development initiatives to help grow the practice. This may include training on social media management, website development, and community outreach. This task is usually performed by the practice owner or a designated marketing manager.

11. Continuing education opportunities: The practice manager should be informed about continuing education opportunities, conferences, and workshops relevant to their role. This task is typically performed by the HR department or a designated training coordinator.

12. Performance expectations and goal setting: The new practice manager should have a clear understanding of their performance expectations and be involved in setting goals for their role. This task is typically performed by the practice owner or a designated senior manager.

13. Ongoing support and mentorship: The practice manager should be provided with ongoing support and mentorship to ensure their success in the role. This may include regular check-ins, performance feedback, and access to a mentor or senior manager. This task is typically performed by the practice owner or a designated senior manager

Setting Up Your Employee Onboarding Process

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