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Ways to Improve Retention With Effective Physician Onboarding

Effective onboarding is essential in making sure that new physicians feel supported and confident in their roles. It sets the groundwork for a successful and long-lasting relationship between the physician and the organization. Read on to learn more.

The Benefits of Effective Provider Onboarding

There are a wide variety of benefits when you have an effective provider onboarding process in place at your practice:

  • Retention: Taking the time to create a comfortable environment for new employees in your practice shows you genuinely care about their well-being. This sets the stage for increased loyalty and commitment in the long run, benefiting both you and your staff. 
  • Efficiency: Whether you run a large hospital or a small clinic, following the same procedures as outlined in your healthcare onboarding plan is crucial for success. 
  • Collaboration: By providing consistent training that emphasizes teamwork and encouraging open communication from day one, you can create an engaging, collaborative medical team that excels in delivering exceptional care. 
  • Morale: Whether it’s attending conferences, workshops, or engaging in online courses, providing new practitioners with endless avenues helps them expand their horizons and keep up with the ever-evolving medical landscape.
  • Patient satisfaction: When your healthcare team feels like they’re making a meaningful contribution and genuinely enjoy working together, patients notice a difference in the quality of care.

How to Improve Retention With a Successful Physician Onboarding Process

Recruiting top-notch medical providers is just the first step. If you want them to stay and succeed, it’s essential to give them the support they need from day one with an effective physician onboarding process.

To ensure your new physicians feel welcome and supported, here are a few key components to put into practice:

Communicate Information

First, consider the beginning of the orientation process before their first day on the job. Send them all the necessary paperwork in advance, and maybe even a video welcome or organization overview. Provide new practitioners with details on when to arrive, where to park, which door to enter, and who to ask for upon arrival. Knowing these small but essential details can make a huge difference in their overall experience and set them up for success.

Connect With Colleagues

Assigning a peer mentor or ambassador to each new physician can make a world of difference. This mentor becomes their go-to person, so they never feel lost in those early days. They’ll have someone by their side to answer questions and guide them through the process. The mentor will also introduce the new physician to designated contacts in each department. These contacts will allot time to orient the physician and provide relevant information.

Create a Plan

A successful onboarding plan is crucial for any new physician, providing them with the time and support needed to acclimate to their new role. By developing and reviewing a physician onboarding checklist and assigning a timeline for completion, both the physician and their supervisor can set clear expectations. Your checklist should outline tasks for the first week and few months to allow the physician to manage their time effectively. Regular check-ins throughout the process also ensure progress is being made and any challenges can be addressed.

Address More Than Tactic Details

Beyond just the steps and process, the key is to focus on the relational aspects. Plan a meet-and-greet meeting where your new physician can interact with your onboarding specialist, practice manager, physician relations leader, and marketing director. Prioritizing these details isn’t just about introductions—it’s about providing your new recruit with a comprehensive understanding of your organization’s culture.

Effective physician training is crucial during the onboarding process. Find out the do’s and don’ts to keep in mind during the training process.

Learn More

Ensure Success With a Physician Onboarding Checklist

By using the following checklist, you can ensure that nothing falls through the cracks during the physician onboarding process:

Materials

Make sure you have the following documents implemented in your onboarding process:

  • Office materials, such as prescription pads and stationery
  • Equipment like medical supplies, lab coats, name tags, office space
  • Technology, such as a computer and equipment, software, email address, phone

Administration

Ensure your new practitioners have receive the following admin information during onboarding:

  • Contracts
  • Bylaws, rules, and procedures
  • Hospital and office tours
  • Office schedule, on-call schedule
  • Meetings with practice manager
  • Front desk tour
  • HIPAA, OSHA, etc.
  • Administration procedures
  • Mission, vision, values, other organizational goals
  • Role expectations
  • Mentorship opportunities

Marketing

New physician marketing is also an important part of the onboarding process. Consider the following marketing products and strategies for new practitioners:

  • Business cards
  • Appointment cards
  • Signage
  • Website updates such as photo, bio, video
  • Local media public relations
  • Social media campaign
  • Print mail campaign
  • Events to welcome new practitioner
  • Speaking engagements
  • Referring physician introductions
  • Updated phone greetings
  • Updated print and digital advertising

Human Resources

Ensure your HR staff is involved in onboarding by:

  • Developing offer acceptance letters
  • Creating confidentiality agreements
  • Ensuring immunizations are up to date
  • Filling out tax forms
  • Giving out your employee handbook
  • Providing practitioners with a cell phone, keys, access badge, codes
  • Providing benefits selection and enrollment
  • Securing parking spaces
  • Providing contact lists
  • Setting up direct deposit

Staff Integration

Staff integration during the onboarding process includes:

  • Logins and training for phone, email, software, systems, computer
  • Introductions to staff
  • Coding, procedures, and billing
  • Observation of all areas of the practice and specialty
  • Meetings with the board, leadership, committees, etc.

Credentials

Credentialing is legally required if your new practitioner is performing direct patient care and can include:

  • State license
  • Updated curriculum vitae
  • Immunization records
  • Diploma and transcripts
  • Professional references
  • Driver’s license
  • Social Security card

Key Takeaways

Are you in need of support and guidance as you navigate through your physician training? Look no further than Physician’s Resource Services (PRS). With a dedicated team of advisors, PRS provides resources and expertise to improve your financial standing and ensure a successful medical career. From transitioning into practice to preparing for retirement, PRS has you covered. Contact us today to learn more about how we can help you with our financial resources for residents and fellows.

This material is provided as a courtesy and for educational purposes only.  Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation. 

Advisory Services Network, LLC does not provide tax advice.  The tax information contained herein is general and is not exhaustive by nature.  Federal and state laws are complex and constantly changing.  You should always consult your own legal or tax professional for information concerning your individual situation.

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Robin Bales – AGENT

Robin has owned a Commercial Leasing Company providing financing to doctors and other operators for their equipment beginning in 2007. After the global crash of 2008, she went to work for NYL and spent 3 years there working with other entrepreneurs securing their retirement future and safeguarding their personal asset risks. Robin opened her own agency in 2017 Legacy by Design and has run a national firm coast to coast with 50-70 agents. Today the agency is much smaller serving 5 agents who share the same vision and passion for our clients focusing on health insurance, Medicare, and annuities.

Robin is most connected to ethos of PRS mission to improve the lives of doctors and their families. Supporting those who run the leading infrastructure of our country.

Robin has been married for 22 years to her husband Steven. Together they have 3 girls and have built a family with strong values and commitment to each others successes. Robin’s family are home bodies by nature and enjoy their 3 dogs hanging in living room or kitchen.

Karli Allen – HEAD OF WEALTH MANAGEMENT

Karli is a graduate of The Master’s University in Santa Clarita, CA, and has a business degree with emphases in accounting, finance, and management. Karli has been in the financial services industry since 2014 and joined the PRS team in 2018.

Karli oversees investment and financial planning operations and assists with the onboarding and service of the firm’s advisory clients.  Karli was a key part of our firm’s custodial transition to Fidelity in 2019 as part of our decision to become an independent investment advisory firm.  Before joining PRS, Karli worked in personal financial planning in Orange County, California.  She also holds a FINRA Series 65 license. Karli is grateful to be a part of such an amazing team.

Outside of work, Karli enjoys traveling, playing golf, and spending time with her husband and their goldendoodle.

Gabriela Chavez – ANALYST

At Physicians Resource Service Gabby plays a pivotal role in Paul’s advisory team, staying in close contact with clients, driving business development, and lending a hand in daily operational tasks. Additionally, she collaborates with CPA Erin Anderson to prepare tax returns, conduct withholding reviews and undertake various tasks across the division.

Gabby is currently double-majoring in accounting and finance at the University of the Incarnate World in San Antonio, and she plans to sit for her Certified Financial Planning exam in the fall of 2022. Before transferring to UIW, she attended the University of Texas Rio Grande Valley in Edinburg, Texas. Gabby was born in Germany and is Mexican American. She loves to travel and has visited 11 different countries. She has a five-year-old pug named Penny.

Chris Fullbright – FINANCIAL ADVISOR

Chris brings experience in financial services and the perspective of a successful entrepreneur who has launched several businesses. With over a decade in the industry, he has served as both an advisor and in a management role coaching new advisors. Chris attended the University of Georgia and Texas State University and graduated with a Bachelor of Applied Arts and Sciences.

He currently holds many financial services licenses and designations including FINRA Group One, Series 6, Series 63, Series 65, Series 7, ARPC, and Certification in Long Term Care (CLTC). In his free time he enjoys being involved in the local community through organizations such as Comfort Crew for Military Kids. Chris is also an active member of Austin Christian Fellowship Church, and enjoys spending time there as well as reading, fishing, and going to sporting events. He is happily married to Monique with two wonderful sons. In addition to serving physicians, Chris specializes in working with special needs families.

Kevin Burris – PARAPLANNER

Kevin received his BA and MBA from Indiana University, earned the Certified Financial Planner (CFP) designation from the University of Georgia, and Retirement Income Certified Professional (RICP) designation from the American College. Kevin is looking forward to helping physicians live their best life. Kevin enjoys spending time on the lake with his wife, playing golf, and watching Indiana University sports.

Michael Kohles – AGENT

Michael attended Lake Michigan College and Siena Heights University, graduating magna cum lade with a Bachelor of Business Administration, with a major in Finance and minor in Marketing. Michael has been in the financial services industry since 2015 and has experience with multiple insurance verticals. Michael is excited to help physicians achieve their financial goals by providing insurance solutions. Michael is married to Erin and has 4 children. Michael also enjoys reading, golfing, playing poker, learning, and traveling.

Erin Kohles – UNDERWRITING PROCESSOR

Erin supports our advisors and clients during the insurance underwriting process in multiple ways. On a given day, she helps by processing applications, tracking and following up on open cases, and answering client questions. She appreciates the part she plays in helping clients prepare for the future, and she strives to make the process as simple and efficient as possible.

Erin has been in the insurance industry for two years and brings with her six and eight years of experience in accounting and quality control, respectively. She graduated from Ball State University and has her life & health and property & casualty insurance licenses. In her free time, she enjoys cheering on her two boys who play basketball, soccer, and baseball; traveling with her husband; and playing with their Yorkie, Mingo.

Erin Anderson – CERTIFIED PUBLIC ACCOUNTANT

As a certified public accountant, Erin is a valuable part of our tax division at PRS. She enjoys working with our advisors to develop tax-efficient strategies, and she strives to provide clarity for every client she serves. Erin started her career as an accountant after graduating from Oklahoma State University in 2012 with a master’s degree. She earned her CPA license in 2018. Erin and her husband have two little boys, and they love spending time outdoors as a family and watching OSU football.

Alex Simmons – BUSINESS DEVELOPMENT

Alex oversees Business Development at Physician’s Resource Services. She works with each department to assist in continually improving PRS so we remain a leading competitor in the industry. Alex graduated from Texas Tech University with a Bachelor of Business Administration in Energy Commerce. She is a Texas native who loves to spend her free time traveling and taking her pup, Teddi, to the dog park.

Jennifer Khan- UNDERWRITING SPECIALIST

Jennifer is an Underwriting Specialist at Physician’s Resource Services, with an extensive background in customer service and administration. Jennifer grew up in Texas, graduated from Southeast Missouri State University with a BFA in Theatre, and spent six years in Chicago performing sketch and improv. She is a graduate of the Conservatory Program at The Second City and iO Chicago. Jennifer and her husband, Qamar, moved to Texas with their dachshund mix, Dobby, to be closer to family, sunshine, and good BBQ.

Cheryl Breeden – OFFICE MANAGER

Cheryl is the Business Manager for the firm and a licensed service assistant. She graduated from the University of Texas at Austin with a Bachelor’s Degree in Business Administration. She has years of experience in the areas of process management, customer service, benefits, and insurance. Cheryl has three girls — Ashley, Hannah, & Olivia. She brings this experience to our firm where she manages the underwriting and service process. She also manages the business operations for the firm.

John C. Jackson IV – ASSOCIATE FINANCIAL CONSULTANT

John is an agent from Austin, TX, a graduate of Westlake High School and The University of Texas at Austin, with a Bachelor’s Degree in Economics and a Minor in Business Administration. While at UT, John was a 2-Time Captain and 4-Time All-Conference performer for the men’s lacrosse team. While away from the office, John coaches with the Westlake Youth Lacrosse program and volunteers with Austin’s Young Men’s Business League, and Austin Sunshine Camps.

Paul Smith, CFP® ChFC® MSFS – FINANCIAL ADVISOR

Paul has helped his clients in financial, business, and estate planning for over 10 years. Paul is a graduate of Texas State University, with a Bachelor’s Degree in Psychology. He has also completed the extensive studies necessary to earn the Certified Financial Planners (CFP®) and Chartered Financial Consultant (ChFC®) designations. Paul is actively involved in the community through his volunteer work and service on Community Action Board for the Helping Hand Home for Children. Paul is married to Heather and they have two children, Nyla and Hazel.

Richard Cunningham – MANAGING DIRECTOR

For 30 years, Richard has been helping clients reach their financial goals with sincerity and integrity. He works with GME program administrators, individual physicians and their families to help doctors achieve financial security. Richard is a graduate of the University of Texas at Austin, with a Bachelor’s Degree in Economics. He studied in Paris at the Sorbonne. Richard supports numerous charitable organizations, is actively involved in Austin Recovery, and he participates in the Leukemia Lymphoma Society as a survivor of CML. Richard is married to Adrienne with two children, Raven and Coates.