Employee safety training checklist:
Reception and inprocessing
Initial the line next to each task as you accomplish it. Your supervisor will work with you in accomplishing these tasks.
Phase I
Organizational (One week)
Expected completion date ______
During your first week on the team, you will be expected to:
______Meet all other team members
______Review the hospital’s safety manual
______Receive your personal copy of staff policy manual
______Perform hospital housekeeping tasks assigned to your position
______Complete the computer tutorial training program
Learn and follow:
______Dress code
______Organizational structure
______Schedule for lunches and breaks
______Payday procedures and overtime policy
______Medical records filing system
______Client information and confidentiality rules
Complete the following forms:
______Personnel information
______Form I-9
______Form W-4
Learn where the following areas are:
______Hospital work areas
______Time clock
______Bulletin boards and where work schedules are posted
______Supplies
Phase II
Introduction (One week)
Expected completion date ______
During your second week on the team, you will be expected to learn to:
______Answer the telephone cheerfully and promptly
______Give directions to the hospital
______Properly relay messages
______Use appointment and patient handling systems
______Input recalls, rechecks and reminders
______Issue or re-issue rabies certificates and/or license tags
______Process returned merchandise
______Explain heartworm information and preventatives
Keep records for:
______Outpatient check-in and checkout procedures
______Inpatient check-in and checkout procedures______Day care/drop-off check-in and checkout procedures
______Boarding check-in and checkout procedures
Use:
______Common client handouts
______Basic medical terminology
Update client records for:
______Name, address, phone, work phone, etc.
______Patient name, weight, vaccination status
______Status of heartworm prevention and test
______Surgical neutering, if applicable
______Client complaints and requests
Understand:
______Vaccination protocols
______Basic fee schedule as well as nonroutine procedures
______City and county licensing requirements
Collect fees as:
______Cash
______Check
______Credit card payment
Phase III
Basic skills (Two weeks)
Expected completion date ______
During your third and fourth weeks on the team, you will be expected to learn to:
______Close at the end of the day
______Open at the start of the day
______Perform client recalls for missed appointments
______Process client refunds
______Process nonsufficient funds (NSF) checks from bank
______Prepare bank deposits
______Receive and direct incoming mail and packages
______Process requests for prescription refills
______Receive reference lab results by phone or fax
______Learn the location of other local animal service businesses
______Explain to clients about common surgical procedures (for example, no food
or water the morning of surgery, basic description of procedure, etc.)
______Process medical emergencies
Phase IV
Advanced skills (Three weeks)
Expected completion date ______
During your fifth and sixth weeks on the team, you will be expected to learn to:
______Complete reminders, sympathy cards, etc.
______Handle NSF check redemption procedures
______Back up and maintain the computers
______Complete paperwork for petty cash reimbursements
______Inactivate client/patient files
______Conduct accounts receivable follow-ups
Source: Philip Seibert, CVT, author, speaker, and consultant with SafetyVet in Calhoun, Tenn.