Onboarding new behavioral health therapist

Pre-employment requirements

  • Provide the candidate with the necessary forms to authorize a background check
  • Submit the forms to the designated background check provider
  • Review the results of the background check
  • Schedule a drug screening appointment for the candidate
  • Ensure the candidate knows what to bring to the appointment
  • Review the results of the drug screening
  • Request a list of references from the candidate
  • Contact each reference to ask about the candidate's work performance
  • Document the feedback received from each reference
  • Request copies of the candidate's licenses and certifications
  • Verify the authenticity of the licenses and certifications with the issuing organizations
  • Document the verified licenses and certifications

Administrative tasks

  • Provide new hire with all necessary paperwork to fill out
  • Collect completed paperwork and file accordingly
  • Create email account with appropriate permissions
  • Set up computer login credentials
  • Take photo or provide instructions for badge creation
  • Distribute badge once created
  • Provide new hire with a copy of the employee handbook
  • Schedule a meeting to review and answer any questions
  • Have new hire sign acknowledgment of receipt
  • Provide new hire with confidentiality agreements to review
  • Schedule a meeting to review and answer any questions
  • Have new hire sign agreements

Training and orientation

  • Check calendar for scheduled orientation session
  • Arrive early to sign in and get materials
  • Participate in introductions and icebreakers
  • Read employee handbook thoroughly
  • Ask questions for clarification
  • Sign acknowledgement form
  • Access online HIPAA training module
  • Review material and take quizzes
  • Submit completion certificate to HR
  • Attend scheduled training session
  • Participate in discussions and activities
  • Understand importance of cultural competence in therapy

Job-specific training

  • Observe experienced therapist in client sessions
  • Ask questions and take notes on therapist techniques
  • Discuss observations with supervisor for feedback
  • Learn how to navigate the system
  • Review client files and treatment plans
  • Practice documenting session notes in the system
  • Participate in group or individual supervision sessions
  • Discuss challenging cases and receive guidance
  • Collaborate with supervisor on treatment planning
  • Identify relevant courses for professional development
  • Track completion and submit certificates to HR
  • Apply new knowledge and skills to client sessions

Client care responsibilities

  • Schedule a meeting with your supervisor to review your caseload
  • Discuss any concerns or questions you have about your clients
  • Collaborate with your supervisor to develop a plan for managing your caseload
  • Contact new clients to schedule their initial appointments
  • Ensure appointments are scheduled in a timely manner
  • Provide clients with all necessary information for their first appointment
  • Conduct thorough assessments with each client
  • Develop individualized treatment plans based on assessment findings
  • Review treatment plans with clients and obtain their input and consent
  • Record detailed progress notes after each client session
  • Include information on client's goals, progress, and any interventions used
  • Ensure all documentation is accurate, timely, and meets legal and ethical standards

Professional development

  • Regularly attend scheduled team meetings to stay informed about current projects and initiatives.
  • Offer insights and share knowledge with team members during meetings.
  • Actively engage in peer consultation groups to discuss challenging cases and share strategies for improvement.
  • Provide support and receive feedback from peers in a confidential setting.
  • Research and identify relevant training opportunities to enhance skills and knowledge.
  • Attend workshops, seminars, or online courses to further professional development.
  • Subscribe to professional journals or newsletters to stay informed about current research and trends.
  • Attend webinars or lectures by experts in the field to learn about new approaches or techniques.
  • Register for conferences or workshops that focus on behavioral health topics.
  • Network with other professionals and exchange ideas and experiences at these events.
  • Research and join professional organizations that are relevant to the behavioral health field.
  • Participate in networking events, conferences, and committees offered by these organizations.
  • Research advanced certifications or specializations that align with career goals.
  • Complete the necessary training and requirements to obtain these credentials.
  • Arrange regular supervision or mentorship sessions with experienced professionals.
  • Seek feedback, guidance, and support to enhance clinical skills and decision-making.
  • Identify research projects or publication opportunities with colleagues in the field.
  • Contribute to writing, data analysis, or presentation of research findings.
  • Track continuing education requirements for maintaining licensure or certification.
  • Enroll in courses or training programs that meet these requirements.