June 25, 2013
1 min read

BLOG: Merging a new associate into your practice: Part 1

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Read more blog posts by Corinne Z. Wohl, MHSA, COE

It’s an exciting time and a big deal when a new doctor joins a group, no matter how many times its been done before.  Practices are composed of many moving parts, and complications can quickly crop up without a well-constructed plan of action.

The “paperwork” part is easy if you keep a checklist and assign one person to take responsibility to assure all items are completed in a timely fashion.  This list generally includes:

  • Employment contract
  • Professional Liability Insurance
  • All licenses and credentials confirmed
  • Background checks including Medicare exclusion screens
  • Credentialing at local hospitals, ASCs and health insurance payors
  • Signage, stationery, website and marketing updates
  • Orientation preparation, capturing myriad details
  • Scheduling for clinic and surgery

This is the document we use to make sure we don’t forget anything:

Dr. New Start






Assigned to


Completion Date

Additional Notes

Employment contract signed





Confirm background checks/ Medicare exclusion screens/ licenses





Announcement to the practice





Contact professional liability insurance broker





Credentialing process for all insurance payors/hospitals/ASCs





Prepare orientation kit (employee manual, staff contact lists, newsletters, new hire forms)





Prepare orientation schedule with all managers and assigned doctors





Biographical development and photo for website/ marketing/ announcements





Update letterhead





Order business cards





Add to staff roster





Assign office space and telephone number





Patient appointment templates designed and added





Order dictation equipment/prepare transcription services





New signage for all offices





IT prep (usernames/passcodes to all systems, add to appointment and billing systems)





Schedule EHR training dates





Keys for offices/Security system codes





Order white jackets with embroidered name