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> Onboarding checklist for behavioral health clinician
Onboarding checklist for behavioral health clinician
Pre-employment Requirements
Administrative Tasks
Setting up email and other necessary accounts
Contact IT department to create email account
Set up login credentials for electronic health record system
Reviewing and signing employee handbook
Read employee handbook thoroughly
Sign acknowledgement form confirming review
Completing any necessary paperwork for HR
Fill out tax forms (W-4)
Provide direct deposit information
Training and Development
Participating in orientation sessions
Shadowing experienced clinicians
Participating in ongoing training and professional development opportunities
Clinical Responsibilities
Meeting with supervisor to discuss caseload and expectations
Reviewing client files and treatment plans
Scheduling first client appointments
Technology and Resources
Setting up necessary software and programs
Accessing electronic health record system
Familiarizing oneself with clinic policies and procedures
Building Relationships
Meeting with team members and other staff
Introducing oneself to clients and establishing rapport
Participating in team meetings and case consultations
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