Spreadsheet: 092ba483-c07e-4dac-9a56-7caa6652bd44
Sheet: HC Extender

 | Onboarding matrix for Advanced Practice Providers (APPs)
 | EMPLOYEE NAME:
 | Employee Entry on Duty Date (EOD): (please change to correct start date) |  |  |  |  | 2013-01-07 00:00:00
 | INTERNAL MEDICINE CLINIC ORIENTATION ACTIVITIES
 | Work area orientation
 |  | Map of clinic  Clean/dirty unility rooms, emergency airway supplies,      code cart, liquid nitrogen, dermatology tray,  joint tray,     biopsy tray Bathrooms, food, lounge Assigned work area, mailing address with CB# Phones, fax machines, and photocopiers Who's who in the clinic Safety: Exits and fire protection procedures | Clinic manager | Derek Cain | 5
 |  |  | Nurse manager | [NAME] | 5
 |  | Campus Tour | click here for Campus Tour
 |  | Scavanger [NAME] | click here for Scavenger Hunt
 | WebCIS  for the clinic / Standard of Care |  | Medical Director | [NAME] | 5
 |  | ♦ Clinic procedures and standards of care       ▪ Problem list and MyDX       ▪ Med list and MyRx       ▪ Allergies       ▪ Activity list       ▪ Healthcare maintenance       ▪ Immunizations       ▪ Surescripts       ▪ Phone messaging       ▪ Patient correspondence | Click here for info | [NAME]
 | Clinic Resources
 |  | ♦ Internal Medicine website | click here for IMC | [NAME]
 |  | ♦ Housestaff website | click here for Housestaff
 |  | ♦ Amion | click here for Amion
 |  | ♦ Clinic Support website (password needed)     Visit site to obtain credentials | click here for CSW | [NAME]
 |  | ♦ Pre-clinic Conference website (password needed) | click here for PCC | [NAME]
 |  | ♦ UNC Home Health / Hospice portal (password needed) | click here for UNC HH/H | [NAME]
 |  | ♦ Clinic room assignment | click here for room assignment | [NAME]
 |  | ♦ Clinic template | click here for templates | [NAME]
 | Leave
 |  | Physician Leave Preparation | Click here for info | Self
 | Division of General Internal Medicine Website information form Electronically send completed form to [NAME] |  | click here for form | [NAME]
 | COMMUNICATIONS - Completed by Division Administration
 | Communication
 |  | Distribution list updates |  | [NAME]
 |  | Personnel list updates |  | [NAME]
 |  | Who's who in clinic |  | [NAME]
 |  | Pager number assignment | Telecommunications | [NAME]
 | SOM photo sessions |  |  | [NAME]
 | OTHER RESOURCES YOU MAY FIND HELPFUL
 |  | CONTACT NUMBERS | PHONE | FAX
 |  | Patient & Pharmacy phone number (appts, meds, etc): | 966-1459 | 843-9355
 |  | Clinic phone number (doctor line): | 966-6898 | 843-0740 (desk 1) 966-9671 (desk 2)
 | UNC Healthcare Resources
 |  | UNC Healthcare Hospital Directory (WebX) | click here for info
 | Greater University Resources
 |  | UNC Campus Map | click here for info
 |  | UNC [NAME] | click here for info
 |  | [NAME] | click here for info
 | Town of Chapel Hill Resources
 |  | Chapel Hill Transit | click here for info
 |  | Next bus | click here for info
 |  | Go Triangle | click here for info
 | UNC HEALTH CARE SYSTEM - COMPLETED DURING ORIENTATION |  | Location/Contact | Responsible party | Days | Due By
 | Security (confidentiality statement, PID) |  | Orientation
 | Payroll (tax forms, direct deposit) |  | Orientation
 | Benefits (health insurance, retirement, flex spending, etc) |  | Orientation
 | Photo ID Badge |  | Orientation | [NAME]
 | Transportation & Parking (parking permits & prices, alternate           transportation, campus map, photo ID badge) |  | HCS Parking Office | [NAME]
 | ANNUAL HIPAA Compliance (requires PID or State abbreviation plus last 7 digits of driver's license, [NAME]) - After initial session, must complete annually)
 |  | General Privacy | Click here for HIPAA tests | Self | 5
 |  | General Information Security |  | Self | 5
 |  | Patients' Rights |  | Self | 5
 |  | Patients' Rights to Accounting of Disclosures |  | Self | 5
 |  | Patients' Rights to Object of Disclosures |  | Self | 5
 |  | Guidelines for Contacting Patients |  | Self | 5
 | ANNUAL Environmental Health and Safety Compliance (requires PID or ONYEN) - After initial session, must complete annually)
 |  | Healthcare Workers / Joint Commission | Click here for EHS tests | Self | 5
 |  | [NAME] |  | Self | 5
 |  | Tuberculosis & Infection Control |  | Self | 5
 | ANNUAL Occupational Health Services (call to schedule appointment) - After initial session, must complete annually)
 |  | TB Skin test | West Wing, 1st floor 966-4480 | Self | 5
 |  | Immunization review |  | Self | 5
 | Optional
 |  | UNC OneCard (need PID/EID) | click here for more info | Self
 |  | FreedomPay - discount debit card for meals | click here for more info | Self
 | INFORMATION SYSTEMS ACCESS & TRAINING |  | Location/Contact | Responsible party | Days | Due By
 | SARF: Systems Access Request Form; [NAME]       (LMS, GE, WebCIS, Citrix, Report2Web, [NAME], etc) |  | Meadowmont 966-4444 | [NAME] | 0
 |  |  | click here for SARF
 | LMS: Learning Management System |  | click here for LMS | [NAME] | 0
 | Time Trex (requires ONYEN to do.  To set up, need clinical start date, e-mail, & PID) |  |  | [NAME]
 | School of Medicine network credentials / Outlook email account |  | OIS Client Services 65 MacNider M-F  9am-4pm | [NAME] | 1
 | UNCH Disruptive Behavior Code of Conduct |  | online, LMS | Self | 30
 | [NAME] |  | online, LMS | Self | 30
 | WebCIS - Web-based Clinical Information System (requires SARF)
 |  | ISDWCIS252 - WebCIS Physician | classroom | [NAME] | 3
 |  | ISDWCIS291 - WebCIS Physician - My Forms | online, LMS | Self | 3
 | Provider Coding & Billing Compliance Training |  | online registration schedule | Heather Scott | 3
 |  |  | or call 843-8638 | [NAME]
 | GENERAL INTERNAL MEDICINE - ORIENTATION ACTIVITIES |  | Location/Contact | Responsible party | Days | Due By
 | Performance expectations |  |  | [NAME] | 5
 |  | Job description and duties: email [NAME] for job descriptions |  | [NAME]
 |  | Annual performance reviews
 |  | UNC Code of Conduct
 |  | Policy & Procedure Manual | click here for P&P Manual
 |  | Confidentiality and security
 |  | Dress code
 |  | Smoke-free workplace
 |  | Appropriate email and internet use
 |  | Yellow belt training  (Lean Six Sigma) |  | Brooke McGuirt
 | Time and attendance
 |  | Work schedule |  | [NAME] | 3
 |  | Clock-in/clock-out using [NAME] |  | [NAME]
 |  | My Timecard Access | click here for info |  | 2
 |  | Leave
 |  | Requesting time away |  | [NAME] | 5
 |  | Reporting absences due to illness |  | [NAME] | 5
 | Supply ordering
 |  | [NAME] - medical supply ordering |  | [NAME]
 |  | Staples - ofice supply ordering |  | [NAME]