Healthcare Employee Training Checklist

1. General Information

• Name of employee
• Date of training
• Trainer’s name
• Department/Unit
• Job role (e.g., nurse, doctor, administrative staff)
• Type of training (e.g., onboarding, refresher, specialized)
• Training format (in-person, online, blended)

2. Orientation and Onboarding

• Welcome and introduction to the organization
• Overview of hospital/clinic structure and key departments
• Introduction to policies and procedures
  • Code of conduct
  • Dress code
  • Employee handbook review
• Tour of the facility
• Emergency exits and evacuation routes
• Introduction to healthcare team members (supervisors, colleagues)

3. Health and Safety Training

• Fire Safety:
  • Location of fire extinguishers
  • Use of fire extinguishers (PASS technique)
  • Evacuation procedures
  • Fire alarms and fire drills
• Infection Control:
  • Hand hygiene practices
  • Use of personal protective equipment (PPE)
  • Guidelines for preventing cross-contamination
  • Infection prevention protocols (e.g., COVID-19, MRSA)
• Hazardous Materials Handling:
  • Safe handling and disposal of sharps
  • Biohazard waste disposal procedures
  • Chemical spill protocols
• Patient Safety Protocols:
  • Identifying and reporting safety risks
  • Preventing falls and accidents
  • Correct patient identification procedures (e.g., wristbands, charts)
• Emergency Procedures:
  • Response to medical emergencies (e.g., Code Blue)
  • First aid and CPR training
  • Use of Automated External Defibrillator (AED)
  • Mass casualty/disaster response procedures

4. Clinical Training (For Medical Staff)

• Patient Care Procedures:
  • Vital signs measurement (e.g., temperature, pulse, blood pressure)
  • Administering medication safely
  • Proper lifting and transferring techniques
  • Infection control during patient care (e.g., catheters, IVs)
  • Bloodborne pathogen exposure prevention
• Documentation:
  • Accurate charting and electronic medical records (EMR) usage
  • Patient consent and privacy documentation
  • Incident reporting procedures (e.g., adverse events)
• Equipment Usage:
  • Training on medical devices (e.g., ECG, IV pumps, oxygen tanks)
  • Equipment cleaning and disinfection
  • Understanding alarm systems and troubleshooting
• Clinical Protocols:
  • Care for patients with chronic diseases (e.g., diabetes, hypertension)
  • Administering injections and IVs
  • Monitoring and reporting patient symptoms
  • Post-surgical care procedures

5. Non-Clinical Training (For Administrative/Support Staff)

• Patient Registration:
  • Software usage for patient check-in/check-out
  • HIPAA compliance during patient interactions
  • Appointment scheduling and management
• Billing and Coding:
  • Understanding medical billing codes (ICD, CPT)
  • Insurance claim processes
  • Handling patient payment and financial inquiries
• Front Desk Etiquette:
  • Communication skills (greeting patients, phone etiquette)
  • Handling difficult or distressed patients
  • Managing patient flow in the waiting room
• Data Privacy and Security:
  • Ensuring patient information confidentiality (HIPAA training)
  • Password management and access control
  • Secure handling of patient records (paper and electronic)

6. Specialized Training (Based on Role)

• Nurses:
  • Administering medication safely (dosage calculations, 5 rights of medication)
  • Patient monitoring and follow-up
  • Special care protocols (e.g., ICU, oncology, pediatrics)
• Doctors/Physicians:
  • Diagnostic tools and software training
  • Surgical protocols and safety procedures
  • Informed consent process
• Technicians (e.g., Radiology, Lab):
  • Equipment calibration and maintenance
  • Safety protocols for handling radiation, lab chemicals
  • Sample collection and testing procedures
• Pharmacy Staff:
  • Safe dispensing of medications
  • Inventory management
  • Compliance with regulations (FDA, DEA)

7. Technology and Software Training

• Electronic Medical Record (EMR) Systems:
  • Logging in and out securely
  • Accessing patient records and documenting care
  • Scheduling and managing appointments
  • Understanding alerts and warnings in the system
• Telemedicine:
  • Setting up and managing virtual patient consultations
  • Secure transmission of patient information
  • Troubleshooting common technical issues
• Internal Communication Tools:
  • Email etiquette and usage
  • Using internal communication platforms (e.g., Slack, Microsoft Teams)
  • Paging and on-call protocols
• Data Entry:
  • Accuracy in entering patient data
  • Managing patient history, lab results, and orders electronically

8. Patient Rights and Confidentiality

• HIPAA Compliance:
  • Understanding patient rights and responsibilities
  • Handling and sharing patient information securely
  • Training on breach reporting procedures
• Informed Consent:
  • Proper procedures for obtaining consent
  • Documentation of consent forms
  • Communicating medical procedures and treatments clearly
• Patient Advocacy:
  • Handling patient complaints and concerns
  • Ensuring cultural competency and sensitivity in patient care
  • Recognizing signs of abuse and neglect

9. Professionalism and Ethics Training

• Medical Ethics:
  • Confidentiality and trust-building
  • Handling ethical dilemmas in patient care
  • Understanding the ethical decision-making process
• Professional Conduct:
  • Teamwork and collaboration in healthcare settings
  • Conflict resolution strategies
  • Adhering to organizational values and mission

10. Compliance and Accreditation Standards

• Overview of relevant accreditation bodies (e.g., Joint Commission, OSHA)
• Adherence to hospital and clinical standards
• Auditing and compliance procedures
• Quality improvement and patient safety programs

11. Training Completion

• Trainer’s assessment of employee performance
• Employee feedback on the training process
• Certification of training completion
• Signature of employee and trainer
• Upload necessary supporting documents (certifications, forms)
• Set up reminders for future refresher courses

12. Post-Training Assessment

• Quizzes and Competency Checks:
  • Written or practical exams to assess understanding
  • Role-playing scenarios for skill-based training (e.g., patient care simulations)
• Supervisor Review:
  • Observation of the employee in their role
  • Checklist of competencies to be demonstrated
  • Feedback from supervisor or mentor
• Continuous Learning:
  • Identify areas for improvement
  • Set goals for professional development
  • Plan for next training or certification session

eAuditor Audits & Inspections Integration Suggestions for Healthcare Employee Training checklist:

• Conditional logic: Customize Healthcare Employee Training checklist for different roles (e.g., nurses, doctors, techs)
• Photo/Video Evidence: Capture images or videos of training sessions or simulation practices
• Automated Reminders: Set reminders for refresher courses, certifications, or compliance deadlines
• Scoring System: Use a pass/fail or rating system for assessments
• Reporting: Generate training reports to track progress and identify trends
• Employee Feedback: Add fields for employee feedback on training effectiveness or areas of confusion

This comprehensive Healthcare Employee Training checklist ensures that healthcare employees are well-trained and comply with all regulations and standards for safe and effective patient care.