Vet receptionist onboarding checklist
Onboarding checklist template
- Employee
- Role
- Start date
- Buddy or manager
Onboarding
From the signed offer to the first month
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| First day | ||||
| Tour the clinic and show the exits, first aid kit and fire equipment | Day 1 | |||
| Set up their login to the practice management system | Day 1 | |||
| Introduce the vets, nurses and their usual days | Day 1 | |||
| First week | ||||
| Train on booking each appointment type and its length | Week 1 | |||
| Train on recognising emergency calls and putting them through to a vet or nurseSuch as breathing problems, collapse, bleeding, bloat, poisoning or a difficult birth. | Week 1 | |||
| Train on checking in patients and admissions | Week 1 | |||
| Train on estimates, payments and insurance claims | Week 1 | |||
| Train on booking euthanasia and caring for grieving owners | Week 1 | |||
| First month | ||||
| Practise a difficult call with the practice manager | Month 1 | |||
| Hold a 30-day check-in | Month 1 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
