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This comprehensive onboarding checklist is designed to support behavioral-health and allied-health practices in creating a consistent, organized, and compliant onboarding process for new staff. The template provides a clear, step-by-step workflow that helps practice owners, supervisors, and administrators ensure that nothing falls through the cracks during hiring and orientation.
Built in Excel for easy editing and reuse, this checklist can be customized to align with your clinic’s policies, systems, and roles.
This template includes space to track:
• Required HR documentation
• Licensure & credentialing steps
• HIPAA, privacy, & compliance training
• Technology and EHR setup
• Practice-specific training requirements
• Orientation milestones & supervision setup
• Completion status and due dates
Whether you are onboarding therapists, interns, administrative staff, or clinical supervisors, this tool helps streamline communication, improve organization, and support a professional onboarding experience.
Ideal for:
• Private-practice owners
• Group practices
• Supervisors & clinical directors
• Administrative managers
Format: Microsoft Excel (.xlsx) — fully editable
Delivery: Instant digital download
License: Single-practice use
*This resource is provided for administrative and educational support only and does not constitute legal, HR, or accounting advice. Please review state and organizational requirements to ensure compliance.
This comprehensive onboarding checklist is designed to support behavioral-health and allied-health practices in creating a consistent, organized, and compliant onboarding process for new staff. The template provides a clear, step-by-step workflow that helps practice owners, supervisors, and administrators ensure that nothing falls through the cracks during hiring and orientation.
Built in Excel for easy editing and reuse, this checklist can be customized to align with your clinic’s policies, systems, and roles.
This template includes space to track:
• Required HR documentation
• Licensure & credentialing steps
• HIPAA, privacy, & compliance training
• Technology and EHR setup
• Practice-specific training requirements
• Orientation milestones & supervision setup
• Completion status and due dates
Whether you are onboarding therapists, interns, administrative staff, or clinical supervisors, this tool helps streamline communication, improve organization, and support a professional onboarding experience.
Ideal for:
• Private-practice owners
• Group practices
• Supervisors & clinical directors
• Administrative managers
Format: Microsoft Excel (.xlsx) — fully editable
Delivery: Instant digital download
License: Single-practice use
*This resource is provided for administrative and educational support only and does not constitute legal, HR, or accounting advice. Please review state and organizational requirements to ensure compliance.