Clinician onboarding information and instructions

Clinician Training Record

Guides and monitors the Trainee’s progress through Clinician Onboarding
Indicates the time frame in which tasks should be completed and skills should be developed so the Trainee stays on track and completes Clinician Onboarding on schedule
Group competency areas according to three time frames
- Week 1
- Weeks 2-3
- Weeks 4-10
Defines five levels of competency attainment

VAK Learning Styles Self-Assessment Questionnaire

Is completed by both the Clinician Trainer and Trainee
Identifies preferred learning styles so the Clinician Trainer can adapt his/her style to meet the Trainee’s learning needs

Weekly Feedback Form

Is completed by both the Clinician Trainer and Trainee
Assesses several skill and productivity areas
Structures a weekly conversation between the Trainee and Clinician Trainer about the Trainee’s progress through Clinician Onboarding

Transition out of Training Center Checklist

Helps the Trainee transition effectively to the health centers where he/she will work following the initial onboarding experience
Specifies the components of an effective transition
- Identifying skills on Clinician Training Record requiring sign off and recording those skills on the Clinician Training Record Addendum
- Reviewing the Request for Clinical Privileges and discussing the process and timeframe for completion
- Meeting with the Clinician Trainer, Trainee, and the Trainee’s Lead Clinician to review the outstanding skills requiring sign off and to discuss the Trainee’s onboarding experience
- Visiting the health centers where the Trainee will work in the coming month
- Touching base with the Clinician Trainer after leaving the training center

Checklist to Orient to Other Health Centers

Helps the Trainee acclimate to a different health center following the initial onboarding experience
Prompts the Trainee to ask questions and learn about operational nuances and differences among different health centers

Follow-up onboading meetings

Review Clinician Training Record Addendum with Lead Clinician (home center)

Who:Trainee, Clinician Trainer, Lead Clinician (home center)

What:Meet in person to review Clinician Training Record Addendum

When:During Trainee’s Onboarding Week 10, which should be the final week in the training center

Visit health centers where Trainee will work during the next four weeks

Who:Trainee, Clinician Trainer, Health Center Manager, Health Center Lead Clinician

What:Visit the health centers where Trainee will work in the coming month; allow approximately 1 hour for each visit (2 hours if it is the trainee’s home center)
Meet the staff, discuss health cent processes/flow, review Clinician Training Record Addendum with Lead Clinician and Health Center Manager

When:During Trainee’s Onboarding Week 10, which should be the final week in the training center

Trainee and Clinician Trainer Touch Base on the Phone

Who:Trainee, Clinician Trainer

What:Phone conversation to touch base and discuss Trainee’s questions and review progress towards completing Clinician Training Record Addendum

When:1-2 weeks after leaving training center and working in other health centers

Trainee and Clinician Trainer Work Together for a half day

Who:Trainee, Clinician Trainer

What:Work together for at least 1⁄2 day to discuss Trainee’s questions and review progress towards completing Clinician Training Record Addendum

When:4 weeks after leaving training center and working in other health centers

Completion of Clinician Training Record

Who:Trainee, Clinician Trainer, Lead Clinician (home center)

What:Confirm completion of Clinician Training Record Addendum, or contact Sr. Director of Medical Services to develop plan for completion

When:4-6 weeks after leaving training center and working in other health centers