Nurse Manager/Assistant Nurse Manager Orientation Checklist

Transcription

1 Nurse Manager/Assistant Nurse Manager Orientation Checklist Nurse Manager Orientee: Director: Unit Operations Staff Relationships Review Assimilation Process (See Assimilation Tip Sheet) Verbalize Plan to Assimilate with staff Get acquainted with all staff members shadow staff on all three shifts Review How to Set an Agenda and Minute Requirements Establish Staff Meetings with Guidance from Demonstrate Setting Agenda Conduct a Staff Meeting Review Minutes from Staff Meeting Review Unit Bylaws and Unit Structure How to Access Bylaws Verbalize Understanding of Bylaws Review Expectations of Staff Rounds Review Staff Recognition Touchpoints (How to access, send, and reward Touchpoints) : -Assessment / Director Review Recognition Motivational Assessment completed on new employees Determine Monthly/Weekly Goal Develop Unit Based Recognition for Individual Daily Functions Time & Attendance Demonstrate Functions of Kronos (Inputting time, Approving Time Cards, Running Reports) Review Timeline of Pay periods Verbalize Understanding of Pay Process on Holiday Weeks Develop a Back Up for Approvals Scheduling Review Unit Scheduling Guidelines Meet with Unit Based Schedulers Review How Unit Based Guidelines are Updated and Frequency 1 Independently Performs 2 Performs with Minimal Assistance 3 Requires Assistance to Perform

2 One Staff Review of Functions (Logging On, Entering & Editing Schedules, Running Reports) Demonstrate Entering Schedule Changes Understand Time Line and Unit Responsibility with Scheduling Finalize Schedule w/ Run Ill Time Report Shift Plus Review of Manager Functions (Logging In, Posting Shifts, Approving Shifts, Approving Profiles, Resetting Employee Passwords) Review of Staff Functions (Building Profiles, Bidding for Shifts) Demonstrate Posting and Approving of Shifts Complete Employee Password Reset Daily Bed Meeting Review needed materials for the meeting Verbalize Expectations of Participation Communicate census information back to team Understand expectations based on patient flow Projected Vacancies Access Projected Vacancies on the Shared Drive Enter Vacancy per Guidelines Productivity HPPD (Productive vs Nonproductive Time) Calculating HPPD Access Shared Drive- Nursing Productivity Folder Attend Productivity Committee Meeting times 1 Productivity Committee Nursing Supervisors Shadow Nsg Supervisor Shadow PFC Nsg Supervisors Attend Supervisor Staff Meeting to meet off shift supervisors (occurs 4 th 1600) Meet with and Discuss Role of Unit Based Disciplines Case Manager Social Worker Clinical Information Specialist (CIS) Housekeeper Storeroom Primary Unit Physicians Risk Management Meet with and Discuss Role of Risk Management Manager of Risk Management MIDAS Coordinator Patient Representative Risk Manager

3 Review and Complete Event Reports Medication Events Falls Events Risk Events Patient Relations Understands Time Frame for Completing Event Reports Nurse Manager Visibility/Accessibility and Customer Service Model Review Patient and Staff Rounds (Rounding with a Purpose) Complete Patient and Staff Rounds Review Customer Service Model Role of Patient Representative Pt. Rep Service Recovery Pt. Rep Resolving Patient Complaints Pt. Rep Communication System Accept and Send Pages Set Up Voice Mail Access & Share Calendar Access Bulletin Boards: electronic & physical Review Publications: The Experience, Nursing Newsletter, etc. Access and Complete Electronic Forms: Maintenance/IS/Bio Med requests, HR forms, etc. Access Intranet Utilize Shared Drive Access to E-health Clinical Requirements Review Medication Process & Complete Medication Administration & Review Order Entry & Complete and Document Nursing Assessment & Review Unit & Patient Population Specific Care or Processes / Educator Complete Chart Review & Leadership Structure Department of Nursing Review Mission, Vision, Values, Every Time Behaviors Review Nursing Organizational Chart (Intranet/Nurses/Manuals/Bylaws/Organizational Chart) Review and Verbalize Understanding of Nursing Priorities Read ANA s Nursing Scope and Standards of Practice Read ANA s Scope and standards for Nurse Administrator -Assessment Director / Director

4 Model of Care Review Relationship Based Care Read RBC book Shared Governance Model Review of Professional Practice Model/Bylaws Review Role of Nurse Executive Council Review Nursing Strategic Plan Review Role of Nursing Department Councils Review Role of council members Review of unit specific councils Review Unit Based Shared Governance Toolkit New Employee Orientation Review Orientation Clinical Plans Review Nurse Manager s Role Valerie Adams-DON Chair of Nsg Leadership Council/ Director / Educator Fiscal Accountability -Assessment Monthly Budget Variances Attend EPSi class Review and Complete Monthly Budget Reports Budget vs. Actual Statistical Summary Drill Down LOS Occupancy Rate Review Supply Management Process and Utilization Storeroom RIC Office Supplies & Off-line Purchasing Complete Monthly Variance Reports Planning & Forecasting a Budget Calculating FTE s Director/ Planning annual budgets Sherry Moul/ Director Interpreting financial reports: Sherry Moul/ Director Payroll analysis Sherry Moul/ Director Budget vs. actual (EPSI) Sherry Moul/ Director Agency/flex reports Sherry Moul/ Director Revenue Statistics Sherry Moul/ Director Department Specific Sherry Moul/ Director

5 Operating Expenses Sherry Moul/ Director Inventory Usage Sherry Moul/ Director LOS/DRG s Sherry Moul/ Director Charges (charge master) Sherry Moul/ Director Reimbursement Sherry Moul/ Director Meet with Director of Case Management and CIS Dir. Of Case Management Complete Revenue Check (E-health) Professional Development Manager Development Enroll in Leadership Development program Review PF16 Review NM competencies MyLearning (Access MyLearning, Enroll in Class, Review Transcript) MyLearning (Recording Classes in MyLearning) Enroll in Spectrum CE s Review Nurse Manager Days Review Quarterly Leadership Meetings Staff Development Review Competency Development Process Review Requirements for Competency Maintenance throughout Year Complete Unit-Specific Competencies and Documentation -Assessment Director VP of HR Director/ Roda Denlinger Director Director/ Educator/ Human Resource Management Coaching/Corrective Action Identify coaching strategies for various situations Review Corrective Action Policy Shadow for learning experience Review Antedotal Notes Discuss the concept of progressive discipline Discuss current trends in dealing with conflict Review Termination process Review Corrective Action r/t staff not maintaining licensure and mandatory requirements(acls, CPR, etc.) -Assessment

6 Performance Review Review LGH Employee Review Process 90-day Annual Review Clinical Ladder Process (Introduction and NM responsibilities) Clinical Ladder Committee s NM Liaison Discussion the development and utilization of Performance Plans Review AIP (Management Incentive Program) Director of HR Recruitment, Hiring, and Position Control Review Competency Based Behavioral Interviewing HR Recruiter Review Recruiting and Hiring Process Interviewing Regulation HR Recruiter Team Interviewing / RRS rep Access Hiring Manager Access and Review Current Vacant Positions/ Position Control (RAS) HR Recruiter/ Review and Complete Employee Change & Replacement Forms Evaluate Job Descriptions/Qualifications for Positions on Unit HR Recruiter HR Policies and Processes (Policy Center) Review Employee Assistance Employee Assistance Program(EAP) Employee Assistance Program policy Employee Assistance Fund(EAF) Employee Assistance Fund policy Review Benefit Enrollment Annual open enrollment when employees elect benefits for the following year New Employee enrollment Benefits of StarNet Site Service Awards Review Employee File Requirements Department retains file for each employee Review documents in employee file Terminated employee files to HR Document Imaging Review Paid Time Off Policy PTB Policy PTB cash-in Bereavement STD Review Grievance Process Review Separation from Employment policy Involuntary and voluntary separation processes

7 Review LOA/FMLA process - Missing work for health reasons FMLA paperwork: give to employee with JD for physician to complete Employee attendance tracking calendar Role of the LOA Administrator & HRBP Review ADA Needs accommodation to work Review ADA form Review Tuition Reimbursement Policy and Process NMgr. approves courses for reimbursement Approve/deny request for tuition reimbursement LOA Coordinator LOA Coordinator Quality & Data Utilization Performance Describe the LGH Performance Framework Review Nursing Department Performance Review PDSA methodology and Tools Available Review Performance Goal Development Review Nursing card Access NDNQI and Nursing Sensitive Indicators data and Discuss It s Correlation Discuss Role of Nursing Care Management Teams Patient Satisfaction Review Press Ganeys Review HCAPS Employee Satisfaction Review Employee Opinion Survey & Action Plan Patient Safety Review Pennsylvania Requirement Review Root cause analysis/ Sentinel Event/ Patient Safety Review FEMA -Assessment Dir of Nsg

8 Nursing Peer Review Review Peer Review process Review Hotline and Referral Process Nsg Peer Review Chair & Co-chair Nsg Peer Review Chair & Co-chair Regulatory Compliance Regulatory Requirements Discuss The Joint Commission standards Describe PA State & the Joint Commission survey process Manager s Role Unit Preparedness -Assessment Qual Stds Coor Qual Stds Coor Review OSHA Guidelines and VPP Employee Health Manager Review Patient Privacy and Privacy Rounds Privacy Officer Understands Emergency Preparedness Safety Manager Codes Safety Manager Conditions Safety Manager Equipment Safety Manager Unit s responsibilities Safety Manager Created July 2002, Rev 10/09, 4/10, 9/11