New practitioner induction checklist
Onboarding checklist template
Check this template against your local regulations and your own policies before you use it.
- Employee
- Role
- Start date
- Buddy or manager
Induction
From the signed agreement to the end of the first three months
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| Before the first day | ||||
| Check their registration is current, with no conditions on itRecord the registration number and renewal date. | Before day 1 | |||
| Check their professional indemnity insurance, especially for contractors | Before day 1 | |||
| Check their first aid and CPR certificates, and any background check the role needs | Before day 1 | |||
| Collect the contract or service agreement, and payment details | Before day 1 | |||
| Set up their logins for the practice software, notes and billing | Before day 1 | |||
| First day | ||||
| Tour the treatment rooms, rehab gym, reception and staff areas | Day 1 | |||
| Show the emergency procedures, first aid kit, AED and exits | Day 1 | |||
| Go through hand hygiene and the clinic cleaning and hygiene checklist | Day 1 | |||
| Introduce them to the team and their clinical mentor | Day 1 | |||
| First week | ||||
| Train on the patient consent procedure | Week 1 | |||
| Go through the clinic’s notes standard and templates | Week 1 | |||
| Train on bookings, billing, insurer and funder claims | Week 1 | |||
| Go through the clinic’s approach to assessment and common conditions | Week 1 | |||
| Explain how to report incidents, complaints and privacy breaches | Week 1 | |||
| First three months | ||||
| Have the mentor review a sample of their notes and give feedback | Month 1 | |||
| Hold a case review or joint session with the mentor | Month 1 | |||
| Hold a review of their caseload and goals | Month 3 | |||
| Update their file with registration and certificate expiry dates | Month 3 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
