This document outlines the ways in which effective onboarding and orientation methods will result in shorter learning curves, improved job satisfaction, and improved retention. 

This is an example of instructions for reports can be tailored to the systems, processes, and objectives used by your organization. These detailed instructions allow any employee to start where another employee finished and allow for efficient onboarding of new employees. 

This is an evaluation form to give to a new employee immediately following the orientation program.

This follow up survey is given to the employee following the first 2-4 months of employment. 

This calendar is a sample tool to be used internally to promote data reporting consistency and clarity on data/ quality improvement specialist deliverable expectations. The times in parentheses not only allow for scheduling issues, but can help identify opportunities for improvement in reporting efficiency. This was shared by an FQHC, so some aspects may already work for you, but you are encouraged to edit or make your own version for use in your health center.

Example of a staff member dashboard that is used to ensure effective delivery of assigned tasks.

A custom, health-center focused eLearning module for onboarding and orienting clinical and administrative health center staff to the Triple Aim and their important role in collecting accurate and timely information to support informed decision-making.  The first aim – Patient Experience – is addressed in this module with a focus on the many staff a patient interacts with during a visit who impact the patient’s care. 

** Please note that viewing issues have been identified when using the Internet Explorer 11 browser. The series is best viewed in either Chrome, Firefox, or IE Edge browsers. The series is best viewed in either Chrome, Firefox, or IE Edge browsers.

A custom, health-center focused eLearning module for onboarding and orienting clinical and administrative health center staff to the Triple Aim and their important role in collecting accurate and timely information to support informed decision-making.   The second aim – Population Health – is addressed in this module with a focus on the use of data to improve the health of a population or sub-group of patients. 

** Please note that viewing issues have been identified when using the Internet Explorer 11 browser. The series is best viewed in either Chrome, Firefox, or IE Edge browsers.The series is best viewed in either Chrome, Firefox, or IE Edge browsers.

A custom, health-center focused eLearning module for onboarding and orienting clinical and administrative health center staff to the Triple Aim and their important role in collecting accurate and timely information to support informed decision-making.  The third aim – Value – is addressed in this module with a focus on using data to achieve the best outcomes for patients while decreasing costs. 

** Please note that viewing issues have been identified when using the Internet Explorer 11 browser. The series is best viewed in either Chrome, Firefox, or IE Edge browsers.The series is best viewed in either Chrome, Firefox, or IE Edge browsers.

Click here to download the transcript of this November 29th HITEQ Highlights webinar and click here to listen to the archived recording. 

After a brief introduction to HITEQ and this Resource Set, this webinar will highlight two specific tools for onboarding new staff into your health center with a focus on speeding the onboarding of Health IT and QI staff. The webinar will delve into the two onboarding tools - the Calendar and the Sample of a Staff Member’s Dashboard for Required Tasks, showing how they are meant to be used and how you can customize them for your needs.