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

Read more blog posts from 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 it's 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

 

 

 

 

Task

Assigned to

Deadline

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

 

 

 

 

Read more blog posts from 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 it's 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

 

 

 

 

Task

Assigned to

Deadline

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