8030 - Orientation checklist: office staff by compliancedoctor

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									                               OFFICE STAFF - ORIENTATION CHECKLIST


                                                                                                     Comments/
                               Topic                         V    W       D   E    R    T
                                                                                                  Follow Up Action

INTRODUCTION TO CORPORATION

    History of Company
    Scope of Services
    Organizational Chart
    Corporate Headquarters/Board of Directors
    Future Goals

INTRODUCTION TO DIVISION/REGION

    Division and Regional Support Services
    Geographical Distribution
INTRODUCTION TO SATELLITE/BRANCH OFFICE

    Scope of Services
    Geographical Service Area
    Lines of Communication with Regional and Corporate
       Offices
    Hours of Operation
    Emergency and On-Call Services
    Accident/Incident Reporting
    Equipment Incident Reporting
    Performance Improvement Program
    Emergency Management Plan
    Fire Safety Program
    Community Resources Available
PERSONNEL POLICIES

    Drug Testing
    Performance Reviews
    Competency Evaluations
    Health Examinations
    Exempt vs. Non-Exempt Employees
    Employee Benefits
    Vacations/Holidays
    Dress Code
    Back Support Belts
    Disciplinary Process
    Conflict of Interest
    Incident/Accident Reporting
    Employee Job-Related Injuries
    LEGEND:           V = Verbal Instruction    W = Written Evaluation             D = Demonstration
                      E = Evaluation            R = Return Demonstration           T = Tutorial


© The Compliance Doctor, LLC
OFFICE STAFF - ORIENTATION CHECKLIST (continued)

                                                                                                   Comments/
                              Topic                        V    W       D   E    R    T
                                                                                                Follow Up Action

CLIENT CARE POLICIES

    Confidentiality of Client Information

    Acceptance Criteria

    Discharge Policy

    Plan of Treatment

    Bill of Rights and Responsibilities

    Client Grievance Procedure

    Client Satisfaction Surveys

SAFETY GUIDELINES

    Emergency Management Plan
    Back Safety Program

    Product Recall Procedure

    Returning Equipment to Vendor

    Office Inspection Report

    OSHA Requirements

    Job-Related Injury Log Policy

    Hazard Communication Program

    Power Lockout Procedure

    Personal Protective Equipment

MARKETING

    Marketing Plan

    Goals and Objectives

    Marketing Literature
    Telephone Protocol

    Order Intake Procedure

    Plan of Care Development Procedure for General
       Correspondence

    Customer Service Standards

    Source of Referrals

    Client Profile

CLIENT RECORDS

    Protection of Record Information
    Required Client Record Forms
    Documentation Guidelines

    LEGEND:          V = Verbal Instruction   W = Written Evaluation             D = Demonstration
                     E = Evaluation           R = Return Demonstration           T = Tutorial


Reference #8030 DME
OFFICE STAFF - ORIENTATION CHECKLIST (continued)

                                                                                                       Comments/
                               Topic                        V    W       D   E    R    T
                                                                                                    Follow Up Action

REIMBURSEMENT

    Medicare Coverage for HME

    Medicaid Coverage for HME

    Private Insurance Procedures

    Workers’ Compensation Procedures

    Billing Procedure

    Return Procedure

    Billing Reports

    Verifying Invoices

GENERAL

    Office Equipment

    Service and Maintenance Guidelines

    Scope of Responsibilities




    LEGEND:           V = Verbal Instruction   W = Written Evaluation             D = Demonstration
                      E = Evaluation           R = Return Demonstration           T = Tutorial


I certify that I have been instructed in the areas designated above.

Employee Signature:                                                                         Date:



Reference #8030 DME

								
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