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Dos and Don’ts of Physician Training

If you’re ready to hire a new physician to join your hospital or practice, you’ve likely gone through a lengthy hiring process to find the right fit. Like with most highly skilled jobs, prospective physicians have already gone through many rounds of interviews, and your HR teams have probably checked multiple times into their qualifications.

Despite the rigorous hiring and interviewing process, it’s still critical to provide healthcare onboarding and physician training once you hire a new doctor to ensure they can meet the demands of the job. Even if the new physician is experienced in the field and has already worked in similar workplaces, every new role is unique. Your workplace likely has its own set of policies, so you need to ensure the new hire has the tools to succeed.

In this guide, we’ll go over some of the most important factors to consider when onboarding a new physician. Keep reading to learn more about the specifics of healthcare onboarding and what makes training a new doctor both similar and different than hiring a new employee at an office job.

Do: Give the New Doctor Tools to Succeed

When onboarding any new employee, it’s vital that they receive the information and knowledge needed to thrive in the role. New doctors may be confident in their skills, but they still need to learn your procedures and get acquainted with your office or hospital’s atmosphere.

To ensure your new hire gets up to speed quickly, give them time to go over the physician training materials, and make sure they know that questions are welcomed.

Don’t: Expect the New Physician to Know Your Protocols

While some things are standard, every healthcare facility and hospital follows slightly different protocols and policies. Even if the doctor has worked in the same hospital or physician group before, they may not know exactly how daily operations go for their new position.

During physician training, show them the ropes and give them any necessary onboarding materials.

Do: Ensure They Sign Any Important Healthcare Onboarding Documents

When onboarding a new physician, you want to check that they’ve completed all the necessary paperwork. Because doctors are responsible for the health and wellness of other people, human resources and onboarding professionals need to double-check everything.

Ensure they’ve signed everything from payday information to HIPAA-related paperwork. You want to protect the new doctor, the practice, and your patients.

Also, ensure the new physician knows and understands the insurance options provided. If they have questions about insurance during the physician training period, you should also give them the necessary resources to learn more.

Don’t: Expect Them to Know All Your Software and Equipment

New protocols and policies aren’t the only things your new healthcare provider needs to learn; they also might not have used all your software and technology before. A well-trained physician should know how to use most standard healthcare equipment, but models may vary. Also, if they worked in a different kind of practice or hospital before, they may need instruction on how to properly operate various healthcare technologies.

As you teach them how to use everything in the office for their role, give them time to acclimate. While physicians generally can adjust quickly, some may take longer than others to learn the new information. Ensure the environment is welcoming and non-judgmental.

Do: Follow Up With New Physicians and Their Patients

As the new doctor begins their job and starts settling into the workplace, don’t forget to follow up regularly. It’s a wise idea to have a probationary period where you ensure that the new physician is a good fit for the job and that they like the job, too.

After a month or so, check in with them to see how they feel about the job. You should also confer with patients and get their feedback. Patient feedback can bring any concerning issues to light and let you know if your new hire is a good fit for the position.

Don’t: Expect Too Much When Onboarding a New Physician

It’s common for offices and hospitals to need new physicians urgently, especially in recent years since turnover and staffing shortages have been widespread. So, you may be anxious to get the new doctor onboarded and fully integrated into their role.

Expecting a new employee to get up to speed right away can be overwhelming. If the new doctor feels they have too many expectations on them at once or have to take on too many patients in the first couple of weeks, they may decide the job isn’t right for them. A new physician will also perform better and provide better care to patients if they are given the necessary support. Try to ease them into the job over time and let them go at their own pace during physician training.

Do: Ask For Feedback on Physician Training

As you take the new doctor through physician training and onboarding, it’s wise to ask them for feedback throughout the entire process. Give them many opportunities to ask questions and get answers. You can also give them surveys and ask for their opinion on your training procedures. This way, you can streamline and improve physician onboarding for the future.

Get More Resources for Physicians And Healthcare Professionals

Do you have more questions or need more assistance related to onboarding and physician training? Or are you a practicing physician looking for assistance related to your career and financial planning? At Physician’s Resource Services, we provide articles and resources for healthcare professionals.

We specialize in helping with financial planning, tax preparation, and insurance services. Healthcare providers offer vital services to their communities, so we take great pride in providing support and assistance to doctors as they plan their careers and finances.

Call or message us today to learn more about physician training and see how we can help you succeed in the healthcare landscape.

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.

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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.