Onboarding Checklist: Step by Step Onboarding Plan
Step 1: Preparing for the Home Health Nurse or Aide's First Day
✔ Create a welcome plan – Decide who will give the tour and introduce routines.
✔ Organize key documents – Care plans, emergency contacts, medication schedules.
✔ Set up a trial period – A few shifts where the nurse or aide gradually takes on responsibilities.
(This may not be an official trial period through the agency, but rather an opportunity for both the provider and family to ensure a good fit before fully transitioning into the role.)
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Step 2: Home & Family Orientation
✔ Tour of the home – Show where important items are kept.
✔ Emergency protocols – Review what to do in case of an emergency.
✔ Household norms – Any family preferences or special considerations.
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Step 3: Introducing the Home Health Nurse or Aide to Your Child
✔ Start slow – Begin with short, supervised interactions.
✔ Use familiar activities – Let the nurse or home health aide join in on a favorite routine.
✔ Watch for cues – Adjust based on your child’s comfort level.
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Step 4: Setting Expectations & Communication
✔ Review daily responsibilities – Feeding, medications, therapies.
✔ Clarify communication preferences – Daily updates, logs, or check-ins.
✔ Discuss boundaries & respect – How to handle family routines & privacy.
Tip: Onboarding doesn’t stop after the first day—ongoing communication ensures a strong, lasting relationship.
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05F_02_T2A Genially - Onboarding checklist: Welcoming a new nurse or
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Transcript
Onboarding Checklist: Step by Step Onboarding Plan
Step 1: Preparing for the Home Health Nurse or Aide's First Day
✔ Create a welcome plan – Decide who will give the tour and introduce routines.
✔ Organize key documents – Care plans, emergency contacts, medication schedules.
✔ Set up a trial period – A few shifts where the nurse or aide gradually takes on responsibilities.
(This may not be an official trial period through the agency, but rather an opportunity for both the provider and family to ensure a good fit before fully transitioning into the role.)
Page 2 of 5
Step 2: Home & Family Orientation
✔ Tour of the home – Show where important items are kept.
✔ Emergency protocols – Review what to do in case of an emergency.
✔ Household norms – Any family preferences or special considerations.
Page 3 of 5
Step 3: Introducing the Home Health Nurse or Aide to Your Child
✔ Start slow – Begin with short, supervised interactions.
✔ Use familiar activities – Let the nurse or home health aide join in on a favorite routine.
✔ Watch for cues – Adjust based on your child’s comfort level.
Page 4 of 5
Step 4: Setting Expectations & Communication
✔ Review daily responsibilities – Feeding, medications, therapies.
✔ Clarify communication preferences – Daily updates, logs, or check-ins.
✔ Discuss boundaries & respect – How to handle family routines & privacy.
Tip: Onboarding doesn’t stop after the first day—ongoing communication ensures a strong, lasting relationship.
Page 5 of 5