Get Integrative Practice Solutions Orientation Checklist

The Integrative Practice Solutions Orientation Checklist is a comprehensive document designed to ensure that all necessary procedures and guidelines are followed. This guide provides detailed, step-by-step instructions to assist users in effectively completing this checklist online.

Follow the steps to complete the orientation checklist online.

1. Click the ‘Get Form’ button to access the checklist and open it in your preferred digital editor.
2. Begin by entering the practice name and training dates at the top of the checklist. This information is crucial for identifying the specific practice and timeframe related to the orientation.
3. Proceed to the Reception (Front Desk) section. Fill in the receptionist's name and check off the tasks listed, such as initial phone handling, patient guidelines, and the review of the insurance verification form.
4. In the Insurance (Billing) section, enter the admin's name and systematically go through the billing tasks, ensuring you correctly address all items, from the billing algorithm to authorization requirements.
5. Fill out the Medical Assistant section next, detailing the assistant's name. Carefully check each task from unpacking medical supplies to the demonstration of knee braces.
6. Continue to the Exam Physician (New Patient Coordinator) section. Record the coordinator's name and initial each of the examination and consultation-related activities.
7. Next, complete the Injection Physician (Medical Provider) section. Ensure to check off each procedure from the initial consultation review to the post-injection instructions.
8. If applicable, fill in the Physical Therapist section by adding the therapist's name and initialing each recommended modality and equipment review.
9. In the Miscellaneous Information section, add initial and time stamps as required, ensuring that the orientation completion is documented accurately.
10. Finally, sign and date the orientation checklist. This will confirm that all necessary components have been reviewed and captured.
11. After completing all sections, save your changes, download the document, or print it for your records. Alternatively, consider sharing the completed checklist with relevant parties as needed.

Take the next step in your documentation by completing the Integrative Practice Solutions Orientation Checklist online.