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Common Onboarding Challenges When Bringing on New Physicians and Team Members

The onboarding is critical in welcoming new physicians and team members into your medical system. It directly impacts team dynamics, the well-being and development of employees, and, ultimately, patient care. However, this process can present multiple challenges that may make it difficult for your new hires to feel immersed in your workflow and culture. This blog aims to shed light on some of these common onboarding challenges and errors and provide a few strategies to streamline your onboarding process.

Why You Need a Streamlined Onboarding Process

Your employee onboarding process sets the tone for the entire employee experience. A thorough and effective onboarding not only prepares your new staff members for their roles, but also fosters a sense of belonging, enhances job satisfaction, and ultimately boosts employee engagement.

7 Common Onboarding Challenges That Medical Practices Face

Like any other sector, medical practices encounter various onboarding challenges. These hurdles can disrupt your entire HR management and decrease productivity and patient care. By identifying these challenges, you can craft a more efficient onboarding process that helps your entire organization run more smoothly.

Misleading Job Descriptions

One of the biggest onboarding challenges is creating realistic job descriptions. Misleading or exaggerated job descriptions can lead to confusion and dissatisfaction among new hires and can impact their productivity. Being transparent and keeping your job descriptions accurate and up to date can help you avoid this issue.

No Role Clarity or Unclear Expectations

You can’t understate the importance of clear communication in the onboarding process. Being ambiguous in your role expectations may add stress to your new hire’s day to day and can reduce the quality of their work. During the onboarding process, it’s essential to clearly communicate your expectations to ensure your new hire can meet them.

No Pre-Boarding

Pre-boarding is the process of engaging with new employees before their official start date. It allows you to share essential information and encourages your new hires to familiarize themselves with your company culture. However, the absence of a pre-boarding process can make new hires feel alienated and confused, especially when they show up for their first day.

Too Much Paperwork

Additionally, too much paperwork during onboarding can deter employee productivity and engagement. They may find themselves overwhelmed with administrative tasks, leaving little time and energy to focus on meaningful work and connect with their roles and responsibilities. Digitizing the onboarding process can mitigate this, making necessary documentation more manageable and accessible for new hires.

Too Much Information

Although it’s necessary to equip new hires with enough information, providing too much information can be overwhelming. Provide your new hires with a procedural onboarding checklist or guide that helps them immerse themselves in your practice.

Neglecting Feedback

Ignoring new hires can lead to repeated mistakes in the onboarding process. Therefore, feedback should be an integral step to refine and improve the onboarding experience continuously.

Dealing With Cultural or Generational Differences

Creating onboarding programs that acknowledge and address diversity in the workplace is crucial for fostering inclusivity. By providing education and support in understanding and respecting diverse perspectives, you can ensure that all employees feel welcome and valued in the work environment. This contributes to a positive and harmonious workplace culture where everyone can thrive and contribute to the organization’s success.

Hiring a new physician is an exciting prospect, but you need to avoid these common onboarding challenges to welcome them into your practice. Check out our blog to learn about some of the best practices for onboarding a new physician.

Explore More Onboarding Best Practices

6 Ways to Overcome Onboarding Challenges in Your Practice

Here are a few strategies that can make your onboarding process a little smoother and more efficient.

Lay the Groundwork for Success

The first step in overcoming onboarding challenges is to refine your recruitment processes. Make sure your job descriptions are clear and accurately outline the responsibilities and expectations associated with the role. By providing prospective candidates with a detailed understanding of the position, you can attract candidates who have the necessary skills and qualifications and reduce the risk of mismatches during onboarding. It also reduces the time and effort needed to bring new hires up to speed.

Give Your New Hire an Onboarding Buddy

An onboarding buddy is someone who can help the new hire navigate the onboarding programs, company functions, and even give them hire training. This buddy system can enhance staff member interaction and help them acclimate to the company culture.

By fostering such an environment, you can create a robust onboarding experience that supports their journey from beginners to proficient staff members handling their tasks effectively.

Communicate With New Hires Before Their First Day

Effective onboarding of new hires doesn’t start on the first day; communication needs to begin even before they step foot in the office. An onboarding guide sent via email, coupled with a clear communication channel, may alleviate some of the nervousness and ambiguity associated with starting a new job.

Standardize Onboarding Materials and Welcome Packs

Whether it’s a remote onboarding process or an in-office one, standardizing onboarding materials is an effective path to avoid issues while onboarding. A welcome pack could range from a company-branded notebook and pen set to a digital solution like an employee onboarding software.

Embrace Automation and Technology

Embracing technology can help you overcome onboarding challenges and immerse your new hires in your company culture. Onboarding software can help you automate repetitive tasks, reduce human error and work time, and create a more structured and standardized experience. From online checklists to immersive videos, this technology can help your new employees into the fold more smoothly.

Prepare for Day One

One often overlooked aspect of the onboarding process is preparation for the first day. A first-day task list or an employee orientation checklist can set the right expectations for the new hire. For example, you might schedule a tour of the office, meet and greet with team members, and provide a rundown of the company culture.

Close up of two people shaking hands

Stay Ahead of Onboarding Challenges With Physician’s Resource Services

With the right strategies, your medical practice can successfully overcome common onboarding challenges, create a welcoming environment for your new staff members, and improve your bottom line. At Physician’s Resource Services, we strive to help physicians navigate the financial hurdles they face so that they can more effectively manage their practice.

Reach out to our team today for expert advice and consulting services.

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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.