Medical Practice Staff Onboarding Playbook

A new hire’s first few weeks on the job are crucial in setting a foundation for success and integration into the team. This step-by-step playbook will show you how to onboard new employees to avoid the high risk of turnover in the crucial early phase.

The playbook includes:

1. Commit to a Day 1 plan. How to create a first day experience that will motivate new hires to return on Day 2.
2. Communicate your organizational culture. How to ensure your mission, vision, and values are understood and lived.
3. Compliance and legal training. What kinds of training your new employees need to ensure compliance and minimize risk, and where to get it.
4. Role-specific training and customer service. Why to begin role-based training during onboarding, and how to set expectations for customer service and patient and staff interactions.
5. Technology and system training. Learn the systems new employees must master and what resources they need to succeed.
6. Clinical policies and procedures. Learn which clinical policies and procedures are essential to cover during onboarding.

The MGMA Onboarding playbook also includes recommendations and links to relevant services, tools, and additional perspectives.