Onboarding plan for doctors' and dental practices
A 90-day plan for practices, with the duty of confidentiality under section 203 StGB, hygiene, the practice management system, the emergency procedure and billing.
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What is in the template?
Ready to use, with formulas, sample data and a legend.
- Tasks grouped: before day 1, week 1, month 1, month 3
- An owner per task (pre-filled per industry)
- Deadlines relative to the joining date, calculated automatically
- A status column with a dropdown (open / in progress / done)
- Pre-filled: confidentiality declaration under section 203 StGB, measles immunity proof, hygiene plan
- Induction on the practice management system, reception, the emergency procedure and billing
When does the template fit?
Ideal as an interim solution or for small teams, with clear limits.
- Doctors', dental and veterinary practices
- Onboarding medical, dental and veterinary assistants
- Evidence of instruction for quality management
A checklist reminds nobody. A workflow does.
Excel checklists work for the first new employee and are forgotten by the third. MetronHR turns the onboarding plan into a reusable workflow: tasks are assigned automatically, owners are reminded, and the status per employee is documented with editor and timestamp and linked to the personnel file.
| Excel template | MetronHR | |
|---|---|---|
| Upkeep | Manual upkeep | Automatic calculations |
| Approvals | No workflows | Approval workflow |
| Reminders | No reminders | Reminders |
| Team | Copy again for every employee | One central source for the whole team |
Frequently asked questions
Answers on usage and legal aspects.
Question not answered here? Every step is explained in the help centre.
Send us a messageWhy does the confidentiality declaration come so early?
Because the duty of confidentiality under section 203 StGB also applies to non-medical staff and a breach is a criminal offence. The declaration is signed before the first patient contact and added to the personnel file.
Do we need radiation protection instruction?
Only if x-rays are taken in the practice. Instruction and the required expertise under the Radiation Protection Ordinance are then needed; the task therefore appears in the plan with the note „if x-ray on site“.
Does the plan also fit a veterinary practice?
Largely yes. Structure, reception, billing and hygiene are comparable; the instruction under section 43 IfSG is usually not needed, while animal welfare and medicines law come in. Add those points in the Excel version.
Are there plans for other industries?
Yes, for office and knowledge work, retail, hospitality in service, hospitality in the kitchen, trades and construction and care. All versions are on the overview page „onboarding plans by industry“.
Templates are a start. MetronHR is the answer.
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