• Link to LinkedIn
  • Link to Facebook
  • (512)-334-6200
  • Client Login
  • Request A Quote
Physician’s Resource Services
  • Services
    • Insurance
      • Disability Insurance
      • Life Insurance
      • Business Overhead Insurance
      • Long-Term Care Insurance
    • Tax
      • Tax Preparation
      • Tax Planning
      • Business Formation
    • Financial Planning
      • Retirement Planning
      • Debt Management
      • Student Loans
      • Estate Planning
      • Succession Planning
    • Investment Management
      • Goal Planning
      • Allocation Analysis
      • Ongoing Analysis
  • Who We Help
    • GME Programs
    • Residents & Fellows
    • Practicing Physicians
  • Resources
    • Physician Wellness
    • Defining DI
    • Request A Quote
    • Patient Physician Podcast
  • About Us
    • Meet The Team
    • Partners
    • Careers
    • News & Articles
    • Contact
  • Schedule Consult
  • Menu Menu

Tips for How to Approach the Physician Onboarding Process

Physician onboarding involves more than just completing paperwork and ensuring compliance with regulations. It requires planning, education, and communication to create a successful experience for the facility and the physician. This step-by-step guide includes best practices and essential checklists for your facility’s onboarding plan.

Why Is the Physician Onboarding Process Important?

Onboarding is the final step before a new physician becomes a full-time employee, and your investment in hiring them pays off. An effective process ensures that who you recruited is fully integrated into the facility and ready to provide quality care. It also helps ensure a smooth transition from recruitment to full-time employment so that new physicians can quickly become productive members of your team.

The healthcare industry has recognized the value of investing in effective onboarding processes for physicians, but many organizations have missed the mark. Creating a simple, streamlined approach is much more complicated than it sounds, especially when you factor in competing priorities such as merger and acquisition activities, facility compliance and accreditation requirements, changing job roles for coordinators, and other factors that impact hiring processes.

Implementing an effective onboarding program makes sense for your organization because it increases the chances of successful hires, reduces turnover, and creates an environment where physicians are engaged in their work and feel welcome at your facility.

Onboarding a physician is only the beginning. For a physician to have a long and fruitful career, they need the tools and resources to build a lasting financial foundation. Physician’s Resource Services offers consultative services to help medical professionals structure and implement insurance, tax preparation, and financial planning strategies.

Explore Our Services

Healthcare Onboarding Best Practices for Developing an Actionable Plan

The first step in creating an effective physician onboarding plan is to develop a comprehensive checklist of tasks that must be completed before the physician begins their first day on the job. This should include pre-employment activities, such as paperwork processing and orientation sessions, and post-employment activities, like introductions to staff and colleagues and setting up office space.

It’s essential to remember the needs of both the facility and the new hire. Consider what information needs to be communicated, what forms must be completed, who should be contacted for introductions or orientations, and what resources are available for professional development opportunities. A well-thought-out onboarding plan ensures a smooth transition and gives new hires confidence that they’ve found a safe and supportive environment to practice their craft.

What Should You Include in Your Physician Onboarding Checklist?

There’s a lot of ground to cover, but here are some essential items that should be included in your checklist:

Paperwork Processing

Collect copies of professional licenses and certifications, complete insurance forms, gather demographic information, and sign confidentiality forms.

Orientation and Introductions

Acclimate new hires to the culture of your facility by introducing them to key staff members and other physicians, taking a facility tour, and learning about policies and procedures.

Set Up Communications

So that the new hire can stay in touch with key staff members, give them assets like a dedicated email address, access to secure messaging tools, or access to telephone systems that enable physicians to connect with staff from anywhere.

Office Space Setup

New physicians need to be provided with the essential tools they’ll need to practice medicine at your facility. Arrange office space and set up computers, phones, medical supplies, and other necessities. Ensure the workspace is comfortable, spacious, and organized for maximum efficiency.

Training Resources

Make sure the new hires have the means to learn the processes and procedures of your facility. Cover safety protocols, medical coding and billing guidelines, infection control procedures, and other vital systems.

Welcome Packet

Compile orientation materials, policy and procedure information, contact information for colleagues and mentors, and a list of medical codes applicable to your facility so that new hires have everything they need for their first days at the ready.

Professional Development Resources

Grant access to online courses, seminars, mentorship programs, and other clinical education initiatives. This helps the new physician become accustomed to the facility’s culture and establishes them as trusted team members.

Continuing Medical Education

Facilities should provide new physicians access to Continuing medical education (CME) courses and resources so that everyone can stay up-to-date on their field’s latest treatments, technologies, and best practices.

Organizational Culture

New physicians should experience the facility’s culture as soon as they’re hired. Introduce them to key stakeholders, provide information on corporate policies, and outline expectations for their role. Doing so should encourage them to feel confident and comfortable in their new position.

Performance Metrics

Performance metrics need to be explained to new physicians. Cover what’s expected of them regarding patient volume, quality of care, and other standards. Setting these expectations from day one ensures that physicians understand their performance requirements and what they need to do to reach them.

Patient Flow & Scheduling

Physicians the flow and scheduling procedures of the facility, as well as any additional staff members or support services. This includes the roles of nurses, receptionists, and other team members.

Administrative Expectations

During onboarding, you should communicate administrative processes such as medical records, coding practices, billing, and compliance regulations to new physicians so they understand their roles in the systems.

Partner With Physician’s Resource Services for Onboarding Guidance Tailored to Your Needs

Physician onboarding is vital for any healthcare facility, as it sets the tone for a successful working relationship with new hires. At Physician’s Resource Services, we’re here to help you create an effective onboarding plan tailored to your unique needs. We understand the importance of getting new physicians up and running quickly and efficiently. Our team of professionals is highly experienced in developing customized physician onboarding programs that meet your facility’s requirements.

Ready to define your onboarding process? Reach out today.

Share This Post

  • Share on Facebook
  • Share on X
  • Share on LinkedIn
  • Share on Reddit
  • Share by Mail

Related Postings

How to Evaluate Employer-Sponsored Physician Benefits

Physician Resources
Read more
June 19, 2025
https://physiciansrs.com/wp-content/uploads/2025/06/Young-multiracial-doctor-having-fun-with-little-girl-on-wheelchair.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-06-19 09:00:002025-06-13 08:57:31How to Evaluate Employer-Sponsored Physician Benefits
Young beautiful doctor in medical office. Female doctor working on analysis.

Your Benefits Glossary: What Every New Doctor Needs to Know

Disability Insurance, Life Insurance, Onboarding
Read more
June 17, 2025
https://physiciansrs.com/wp-content/uploads/2025/06/Young-beautiful-doctor-in-medical-office.-Female-doctor-working-on-analysis_.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-06-17 09:00:002025-06-18 15:33:04Your Benefits Glossary: What Every New Doctor Needs to Know
taxes accounting in office work space on dark desk background top view mockup

What to Know: Financial Planning Tips for Physicians

Financial Planning
Read more
May 2, 2025
https://physiciansrs.com/wp-content/uploads/2022/12/taxes-accounting-in-office-work-space-on-dark-desk-background-top-view-mockup.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-05-02 07:59:442025-06-18 15:33:04What to Know: Financial Planning Tips for Physicians

Categories

  • Disability Insurance
  • Financial Planning
  • Insurance
  • Life Insurance
  • News
  • Onboarding
  • Physician Resources
  • Retirement Planning
  • Taxes
  • Uncategorized

Contact Us

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

“You dedicate your life to helping patients with their physical health; Let us help you with your financial health.”

Our Services

Insurance

Tax Service

Financial Planning

Investment Management

Who We Help

Locations

AUSTIN – (512)-334-6200
6500 River Place Blvd, Bldg 7, Suite 250 Austin, TX 78730

FORT WORTH
John Peter Smith Hospital 1500 South Main St. Room 02-0181 Fort Worth, TX 76104

GALVESTON
Rebecca Sealy Building 404 St Mary’s Blvd Suite 5.408 Galveston, TX 77550

 
 
This site may contain links to articles or other information that may be on a third-party website. Advisory Services Network, LLC is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Advisory services offered through PRS Investment Advisors, a Member of Advisory Services Network, LLC. Tax services and insurance products offered through Physician’s Resource Services. Advisory Services Network, LLC and Physician’s Resource Services are not affiliated.

Website by Abstrakt Marketing Group © 2022
  • Privacy Policy
  • Sitemap
  • Linkedin
  • Facebook
Scroll to top Scroll to top Scroll to top
  • Book a Meeting

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.