New Employee Checklist

There are many things to remember when onboarding a new employee to your retina practice. Here is a checklist to assis with the process. 

Click here to access an Excel version of this checklist that you can customize for your practice! 


Name
Location
Date of Hire
Status
Completion date


Company Introduction

  • Vision statement
  • Mission statement
  • Organizational chart
  • Doctors
  • Administration
  • Research department
  • Information technology department
  • Physical plant tour
  • Staff introductions


Documents

  • Employee handbook
  • Direct deposit
  • Application
  • Resume
  • W-4
  • I-9
  • Drivers license
  • Secondary ID


Benefits

  • Vacation and personal time
  • Health insurance
  • Dental insurance
  • Life insurance
  • Long term disability
  • Short term disability
  • Vision insurance
  • Legal insurance
  • Dependent care
  • Unreimbursed medical
  • Mileage reimbursement
  • Uniform allowance
  • 401K
  • Profit sharing


Training & Education

  • Payroll schedule
  • HIPAA training
  • Blood-borne pathogens training
  • Hazardous materials
  • Fraud, waste and abuse
  • Time clock management
  • Continuing education
  • Electronic medical records review
  • Practice management review
  • Employee handbook review
  • Job description


Access & Logins

  • EMR login
  • Practice management login
  • Windows login
  • BSM consulting login
  • Payroll system login


Additional Requirements

  • Website photo
  • Parking sticker
  • Name tags

 

 

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