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Onboarding Evaluation Form
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Clinician Name
*
Practice Manager Name
*
Onboarding Start Date
Onboarding Completion Date
Instructions
This evaluation form is intended to provide a standardized assessment of the clinician’s performance for each onboarding task. Review the competency checklist and select the topics or skills the clinician demonstrated competency in during the training or assignment. After completing the checklist, assign an Overall Rating (1–5) based on the clinician’s overall performance. Please provide a rationale for the selected rating. A rating of 3 should describe how the clinician met expectations, ratings of 4–5 should describe the performance that exceeded expectations, and ratings of 1–2 should identify the competencies requiring further development, the areas where expectations were not met, and any recommended follow-up.
Employee Handbook & Company Policies Presentation
Please select the competencies the clinician demonstrated during the training or assignment.
Demonstrate understanding of the Employee Handbook.
Explain company policies accurately.
Explain the rationale behind major policies.
Demonstrate familiarity with the Employee Resources Page.
Respond appropriately to follow-up questions.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
HIPAA & Telehealth Understanding
Please select the competencies the clinician demonstrated during the training or assignment.
HIPAA Privacy Rule.
Protected Health Information (PHI).
HIPAA-compliant communication practices.
Roamers Therapy Expectations for HIPAA and Teleehalth Regulations
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Spruce Understanding & Professional Etiquette
Please select the competencies the clinician demonstrated during the training or assignment.
Navigate the Spruce platform independently.
Invite clients to Spruce and verify successful enrollment.
Send secure messages using clear, professional, and client-centered language.
Maintain appropriate professional boundaries in written communication.
Distinguish between communication appropriate for clients and communication intended for internal team members.
Use internal notes appropriately without including information intended for client-facing messages.
Respond to client messages in accordance with Roamers Therapy communication standards and expected response practices.
Demonstrate appropriate communication for common clinical scenarios (e.g., scheduling, cancellations, technology issues, referrals, administrative questions, and non-clinical follow-up).
Follow Roamers Therapy’s Spruce communication expectations and documentation procedures.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
SimplePractice Training
Please select the competencies the clinician demonstrated during the training or assignment.
Navigate the platform independently.
Schedule appointments.
Schedule recurring appointments.
Apply procedure codes appropriately.
Access intake documents.
Complete diagnosis documentation.
Complete treatment plans.
Complete progress notes.
Share documents with clients.
Document independent training hours correctly.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Risk Assessment Training
Please select the competencies the clinician demonstrated during the training or assignment.
Demonstrate understanding of suicide risk assessment.
Identify appropriate risk factors.
Identify appropriate protective factors.
Explain appropriate documentation procedures.
Demonstrate understanding of crisis response expectations.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Gottman Level 1 Training
Please select the competencies the clinician demonstrated during the training or assignment.
The goals of the Gottman Method.
Sound Relationship House Theory.
Love Maps.
The goals and principles of the Gottman Method.
The Sound Relationship House Theory.
The assessment process and rationale of the Gottman Method.
The purpose and interpretation of Gottman Connect assessments.
The Four Horsemen, Bids for Connection, Love Maps, and Repair Attempts.
The clinical rationale for transitioning from assessment to treatment.
Roamers Therapy’s couples assessment process and clinical expectations.
How to tailor the standard Gottman assessment process to Roamers Therapy’s 53-minute session structure while maintaining assessment integrity.
How to structure and pace the assessment across multiple sessions according to Roamers Therapy’s couples protocol.
How to explain the assessment process to clients in a clear and professional manner.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Educational Needs Assessment
Please select the competencies the clinician demonstrated during the training or assignment.
Complete the assessment thoroughly.
Demonstrate insight into current competencies.
Identify appropriate professional development goals.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
NASW Code of Ethics
Please select the competencies the clinician demonstrated during the training or assignment.
Demonstrate familiarity with the NASW Code of Ethics.
Apply ethical principles appropriately.
Recognize common ethical dilemmas.
Successfully complete the assigned quiz.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Initial Assessment Video Training
Please select the competencies the clinician demonstrated during the training or assignment.
Demonstrate understanding of the initial assessment process.
Explain the structure of an intake session.
Demonstrate understanding of clinical information gathering.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Mock Video Training (Individual &Couples)
Please select the competencies the clinician demonstrated during the training or assignment.
Introduce themselves professionally.
Explain confidentiality.
Explain fees.
Explain commitment policy.
Explain communication expectations.
Explain intake assessments.
Demonstrate confidence and natural delivery.
Maintain neutrality (for couples video)
Explain Gottman Method (for couples video)
Explain assessment structure (for couples video)
Explain individual sessions (for couples video)
Explain Gottman Connect (for couples video)
Explain primary patient (for couples video)
Demonstrate professional communication (for couples video)
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Diagnosis Training
Please select the competencies the clinician demonstrated during the training or assignment.
Demonstrate understanding of DSM-5 diagnosis.
Select appropriate diagnosis codes.
Explain diagnostic reasoning.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Progress Notes, Treatment Plans & Visual Aids
Please select the competencies the clinician demonstrated during the training or assignment.
Review documentation accurately.
Identify documentation standards.
Demonstrate understanding of clinical documentation expectations.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Transfer of Care Training
Please select the competencies the clinician demonstrated during the training or assignment.
Demonstrate understanding of continuity of care.
Explain clinician responsibilities.
Understands the 90-days notice period
Demonstrate understanding of transfer documentation.
Demonstrate understanding of ethical termination procedures.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Medical Records Training
Please select the competencies the clinician demonstrated during the training or assignment.
The process for handling client requests for medical records.
Roamers Therapy’s policies regarding the release of records and required authorizations.
The types of clinical documentation that may be included in a medical record release
The clinician’s role and Practice Management’s role in processing medical record requests.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Supervision Folder & Supervisory Documentation
Please select the competencies the clinician demonstrated during the training or assignment.
Demonstrate understanding of supervision expectations.
Navigate supervision materials appropriately.
Demonstrate understanding of supervision documentation.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Internal & External Referrals
Please select the competencies the clinician demonstrated during the training or assignment.
Demonstrate understanding of referral procedures.
Identify appropriate referral situations.
Demonstrate knowledge of referral resources.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
demonstrated Gottman the
Child Mandated Reporting Training
Please select the competencies the clinician demonstrated during the training or assignment.
Recognize mandatory reporting situations.
Demonstrate understanding of reporting procedures.
Explain legal responsibilities.
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
The ARC Training
Please select the competencies the clinician demonstrated during the training or assignment.
The ARC Framework
Core ARC principles
Clinical application of the ARC framework
Integration of ARC principles into treatment planning
Please rate the clinician's overall performance for this onboarding task.
Selected Value:
0
Please explain:
Additional Notes and Recommendations for Supervisors
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