Onboarding for New and Veteran Employees

Just Focus on Goals and Expectations

The way you set up the initial relationship with your new employee will directly determine how well they perform in the first year of employment.

I don’t think that this is given enough consideration. You are in a rush to fill a position, and once you have done so, you are now just happy that it is done so you can get back to seeing your patients.

The new employee is given some training, but since everyone is busy, it is very brief and short-lived. As a result, the productivity of the new hire is held back.

New employees are not like plug-and-play appliances. Everything is new to them. The staff, the patients, the jargon, the flow of traffic, the procedures — all these which you take for granted, are to them, new.

The prospective new staff member never really knows what they are walking into. Is this going to be their best or their worst work experience? So, despite their smiling cooperation for the first few weeks, underneath, they may be worried that your business is not for them.

It can take 8 to 12 months for a new staff member to gear up to full capacity and performance. But the critical period in my observation is the first three months.

Orienting, training, and acclimating the new employee to their new job, new team, and new business is called onboarding.

Onboarding – the First 3 Months

You want each team member to be happy working with you and operating at close to their full capacity. This is what you want for yourself, right?

Once you make the decision and the new person is hired, your management work just begins.

A systematized onboarding procedure helps the new employee feel safe, that this is where they belong, and that they are important to you and your office.

As a result, a deliberate onboarding process will “increase new hire retention by 82% and improve the productivity by 70%.” (zippia.com)

I have seen this in action – both the right way and the wrong way!

We provide an onboarding checklist for our clients (which we are updating), but here are some fast tips:

1. Checklist. Assign the new employee a list of actions to be completed over the first 3 months that include orientation, study, and training. The checklist should also be assigned to a veteran staff member to help the new employee get through the checklist.
2. Ongoing meetings with the owner/doctor. You want to have the new employee have a good understanding of you and your history, goals, and plans to achieve them. Do this over lunch or coffee.
3. Relationship with goals. You want the new employee to have a relationship with the goals of the office. Go over:

a. The mission of the clinic and why this is the mission.
b. The clinic and team’s values. Who we are and how we are. (For example, we are care-aholics!)
c. The outcome of the clinic’s services. For example: happy, healthy patients.
d. Mission and outcome of their specific role.

4. Expectancy. They need to know that achieving the goals for their specialized role is what is expected. How they do it is important, but that they achieve them is most important.
5. Regular (weekly or biweekly) coaching reviews.

Re-boarding

You can do a version of this every 12 months with your key veteran staff. Why not?

Next to your skills, your reputation, and your patients, YOUR PEOPLE are your most valuable asset in your practice. Take care of them, especially when they begin, and they will help you take care of the practice.

Ed

 

Chiropractic Marketing and a Staff Member Conspiracy

This is a tale of a staff member conspiracy.

It is about a hidden and quiet plan by scheming staff members.

The planning took place towards the end of 2014 in a chiropractic office next to a river.  By a lake. But that is not important.

Quietly, Ann and Betty met to discuss how they were going to fix the … situation. (I changed the names, but the rest is true.)

Dr. JM is an excellent and respected doctor who has a loyal following of patients. But as much as he wanted more new patients — as he was only generating about 6 per month — he just could not bring himself to do much marketing. And this is in spite of the excellent advice and support of his faithful and expert coach and consultant (moi).

But secretly, the two ladies hatched their own private strategy. And it worked.

More new patients started to come in. In fact, on my last visit to their office, they had three new patients come in, more than they usually see in a week.

What exactly did these enterprising chiropractic assistants do? Hmmm?

Maybe you could do the same?

Yes, you can and here is what they did:

Betty, the office manager, and Ann, the front desk coordinator, got together and worked up a procedure for generating patient reviews on Google.

The office manager wrote up a procedure for patients on how to post a review on Google.  Ann, who calls most of the patients “honey” and says that they are all “her” patients, can be very forward and, well, controlling.  She would simply get the agreement of key patients to make a review. She then gave them the procedure that was on a slip of paper and told them to go forth and spread the word.

In time, with her friendly but insistent nudging, they would. And now, their doctor has over twenty great reviews spread out over many months. The new patient increase is coming from people calling in off of the Internet.

Everybody is a reviewer.

People buy on the Internet from reviews.  This is like word-of-mouth of old, only now it is a 4 or 5 star review.  In fact, Amazon, the world’s largest online retailer, uses reviews as their primary marketing tool. Once you buy something from them online, you are continually asked to post a review about what you thought.

I recently posted a review for something I purchased and found out that I have a “review rank” of 16,678,570. (But at least I earned 1 “helpful vote”, so that is nice.)

There are now many web sites that a consumer can go to review you.

Everyone is a reviewer. It is the new currency used to buy and sell products and services.

Get reviewed.

To help you, we have provided links on our blog for the following:

  1. Article for staff on how to generate web reviews. (PDF)
  2. Procedure sheet for patients on how to make a review on Google. (PDF)
  3. Procedure sheet for patients on how to make a review on Facebook. (PDF)
  4. A patient log for the staff to follow up on patients who have agreed to post a review. (PDF)

If you are an active client, you can go to our members site and download the same files as customizable WORD files. Get Reviewed info on PMAmembers.com

Start your own conspiracy to help share the successes of your services. But… get reviewed and watch the new patients come in.