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

1
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

2
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

3
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

4
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

5
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