Medical Assistant Orientation Checklist
Medical Assistant Orientation Checklist
Pre-Orientation Preparation
- Complete all necessary paperwork
- Review employee handbook
- Gather required identification documents
- Prepare for any required training modules
- Schedule orientation date with supervisor
Orientation Day Activities
- Attend welcome session
- Meet with HR representative
- Review company policies and procedures
- Receive employee ID badge and access codes
- Tour the facility and departments
- Introduction to team members and supervisors
Role-Specific Training
- Complete training on electronic health records (EHR) system
- Learn appointment scheduling procedures
- Review patient intake processes and forms
- Understand basic medical terminology
- Familiarize with safety protocols and emergency procedures
Compliance and Certification
- Complete HIPAA training
- Review infection control guidelines
- Understand patient confidentiality policies
- Complete any required certifications (CPR, First Aid, etc.)
Post-Orientation Follow-Up
- Schedule one-on-one meeting with supervisor
- Set goals and expectations for the first 90 days
- Identify areas for further training or support
- Complete any outstanding orientation tasks
Generated from Panda Checklist
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