Onboarding Overview

Onboarding new employees is the process by which new employees get acclimated to their new job and ramp up to full capacity within that job. This is typically a multi-pronged approach as new employees have to be oriented to the unique culture of your health center, plus they have to learn the specialized skills, knowledge and behaviors expected to fulfill their particular responsibilities.  This is especially challenging for Health IT and Quality staff because they work on their own as well as working collaboratively with staff across the health center in a number of capacities. Their orientation is therefore essential to providing high quality services to the whole health center.

It is important to give new Health IT and Quality employees as much support as possible to ensure that they adjust to their new job and start adding value as quickly as possible. Besides the general best practices of ensuring that all standard first day bases are covered, each specific department should have their own onboarding mechanisms. Listed in this section are two such resources for Health IT and Quality staff, in particular.

Health IT & QI Workforce Development Onboarding
Example Detailed Report Instructions

Example Detailed Report Instructions

Transition Documentation Examples for Efficient Onboarding of New Employees

This is an example of instructions for reports can be tailored to the systems, processes, and objectives used by your organization. These detailed instructions allow any employee to start where another employee finished and allow for efficient onboarding of new employees. An electronic folder and a hard-copy binder are kept for all reports so that they can be updated as the EHR has updates, or as staff is hired.

This example is specific for a behavioral health report for an organization, but can be used as a template for any of your organization's report instructions.  It covers the what, where, when, why, and how.  The first section, the what provides employees with a short description of what the report is.  The where gives the file path, and any other location information necessary.  The when is important, as it  lets the employee know when it needs to be done every month so that it can be disseminated in a timely manner for meetings or external reporting.  The why gives the rationale, and lets the individual know why it matters to the patient, the staff, and/or the organization.  Finally, the how is addressed by the numbered, step-by-step instructions that follow.  

These five elements can be tailored to the systems, processes, and objectives used by your organization, with this example serving as a guide.

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Documents to download

  • Sample Report Instructions(.docx, 428.97 KB) - 479 download(s)

    These are for a behavioral health dashboard using i2i, but they can be downloaded and edited for your own purposes.


This resource collection was compiled by the HITEQ staff with portions contributed by Chris Espersen, HITEQ Advisory Committee member and Independent Contractor and Past President of Midwest Clinicians Network; Shane McBride, Independent Contractor and Past Vice President of Quality and Clinical Systems at South End Community Health Center; Chris Grasso, Associate Director for Informatics & Data Services- The Fenway Institute; and Ed Phippen, Principal - Phippen Consulting, LLC.

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