Family & Children’s Center



Family & Children’s Center

Outpatient Orientation Checklist

|Employee Name: | |Hire Date: | |

|Mentor Name(s): | |

|Please check/ initial each item upon completion – due by the end of employee orientation period. |

|Supervisor Responsibilities |Date Completed |

|Contact Revenue Cycle Supervisor with new employee’s name, role and start date, for billing purposes. | |

|Contact Mike Senn with new employee’s name, role and start date, for equipment purposes. | |

|Contact Senior Human Resources Specialist if new employee requires a cell phone or desk phone or extension # change of a phone, | |

|business card and name plate request | |

|Contact EHR Project Manager with employee information to assign Procentive role | |

|Contact Facilities Manager for key request | |

|Parking Pass if necessary from front desk | |

1. Sign Up For Required Live Training

| |Date Registered For |

|CPR/First Aid-to include infant CPR (to be completed within 3-6 months of hire date) | |

|Mental Health First Aid –Adult Focus (to be completed within 3-6 months of hire date for CSS positions) | |

|Behavior Management Skills Training (to be completed within 3 months of hire date) | |

2. Complete During First Program Shift

| |Date Completed & Trainer’s Initials|

|Position Description - send to Senior Human Resources Specialist | |

|Complete Payroll Change Form/Emergency Contact Information & send to Senior Human Resources Specialist | |

|Time- Sheet – Guidelines | |

|Schedules & Requesting time off | |

|Assign Mentor and Discuss Mentor Program | |

|Staff Introductions/Meet the Team | |

|Tour Building | |

|Play Therapy Room | |

|Keys & Badge use | |

|Dress Code | |

|Staff Space and Office Equipment | |

|Mileage and check reimbursement forms | |

|Phone Use | |

|Computer | |

|Mailboxes | |

|Copy Machine | |

|Supplies | |

|Cell Phone Use | |

|Peer consultation Meetings | |

|Supervision | |

|Have Provider write up bio for website and brochure | |

|Cultural factors, Ethics & Boundaries Overview | |

|Brief Privacy & Confidentiality Overview | |

|HIPPA Review | |

3. Agency Vehicles

| |Date Completed & Trainer’s Initials |

|Agency Vehicles Process /Key Locations/Policies | |

|Explain filling gas procedure for agency vehicles & receipts | |

4. Emergency Procedures

| |Date Completed & Trainer’s Initials|

|Fire | |

|Severe Weather | |

|Evacuation Plan | |

|First Aid Kits/Personal Protective Equipment | |

|Dangerous/ Emergency Situations | |

|AED location | |

|Emergency phone numbers | |

|BBP Exposure and Incident Report and Exposure Control Plan | |

|Mobil Crisis/EMHS/ Helpline- Viroqua | |

|Documentation for Staff or Client Injury | |

5. Trauma Informed Care

| |Date Completed & |

| |Trainer’s Initials |

|Review Agency Trauma Informed Care Philosophy | |

|Trauma Informed Care Practices | |

|TIC/Self-Care resources on Depot | |

|Self-Care Plan | |

6. Training

| |Date Completed & |

| |Trainer’s Initials |

|Complete Introduction to Trauma Informed Care- Relias | |

|Medicare & Medicaid Fraud, Waste, Abuse and Compliance Program training - Relias | |

|Front desk procedures | |

|Review Chapter 35 and other applicable statutes and regulations | |

|Review Program Policies, Procedures, and Manual | |

|Review Signs and symptoms of substance use disorders and reactions to psychotropic drugs most | |

|relevant to the treatment of mental illness and mental disorders served by the clinic | |

|Review techniques for assessing and responding to the needs of consumers who appear to have problems related to trauma, abuse of | |

|alcohol, drug abuse or addition, and other co-occurring illnesses and disabilities | |

|Review how to assess a consumer to detect suicidal tendencies and to manage persons at risk of attempting suicide or causing harm to | |

|self or others | |

|Recovery concepts and principles that ensure services , and supports connection to others and to the community | |

| Peer collaboration meetings & Staff meetings | |

| Peer Collaboration Logs | |

|Communication process within program | |

|Duty to report/ Child abuse& neglect reporting/ Adult at Risk Reporting/ Caregiver misconduct Reporting | |

|Electronic Health Records | |

| Introduction to Procentive | |

| Schedule | |

| Time Add & Diagnosis | |

| Clinical Forms & Assessments | |

| Ticketing, Workflow | |

| CAN clients, IDP clients, AODA clients | |

|Prior Authorizations | |

I acknowledge that I have completed the above checklist and have been given the opportunity to ask any questions for further clarification. I understand and agree to follow program/department Policies and Procedures. I also acknowledge that I have been given a copy of and/or have access to the program/department Manual.

Employee Signature Date

Supervisor Signature Date

|After Employee Orientation Review is completed-please send the completed checklist along with the review to HR, to be placed in employee’s personnel file. |

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