Title: How to Use the Client Onboarding Checklist Feature in Embark EMR

Introduction: Successfully integrating a new client into your practice requires careful coordination and meticulous attention to various administrative and clinical tasks. Embark EMR’s “Client Onboarding Checklist” feature is designed to streamline this process, ensuring that each crucial step is accounted for and completed. This how-to guide will walk you through utilizing the Client Onboarding Checklist to enhance the onboarding experience for both your staff and your new clients.

Accessing the Client Onboarding Checklist:

1. Navigate to the Client’s Profile:
   • Once a new client is added to Embark EMR, access their individual profile by selecting their name from the client list or searching for them in the database.
2. Locate the Onboarding Checklist:
   • Within the client’s profile, find the “Client Onboarding Checklist” tab. This section is dedicated to tracking the completion of onboarding tasks.

Understanding the Checklist Items:

The Client Onboarding Checklist in Embark EMR includes various tasks that are essential for smoothly integrating a new client into the practice. These tasks typically cover areas such as:

• Client Data Collection: Gathering personal information, medical history, and insurance details.
• Initial Assessments: Scheduling and conducting initial clinical assessments or consultations.
• Documentation: Completing necessary consent forms, privacy notices, and service agreements.
• Billing Setup: Establishing billing accounts and verifying insurance coverage.
• Orientation: Providing the client with information about the practice, such as policies, procedures, and client rights.

Using the Checklist:

1. Review Each Task:
   • Go through each item on the checklist to understand the requirements. Each task will have a brief description of what needs to be done.
2. Update Task Status:
   • As each task is addressed, update its status accordingly:
     • Complete: Select this option when the task has been fully accomplished.
     • Not Complete: Use this status for tasks that are initiated but not yet completed.
     • Not Applicable: Mark tasks as not applicable if they do not pertain to the particular client’s situation.
3. Monitor Progress:
   • Regularly check the Client Onboarding Checklist to monitor the onboarding progress. This helps ensure that no critical steps are missed and that the client’s integration into the practice is proceeding smoothly.
4. Collaborate with Team Members:
   • Share the checklist status with relevant team members involved in the onboarding process. This promotes teamwork and ensures everyone is aware of their responsibilities and the client’s current status.

Conclusion: The Client Onboarding Checklist feature of Embark EMR is a powerful tool for ensuring that all necessary steps are taken to effectively onboard new clients. By methodically using this checklist, your practice can improve workflow efficiency, enhance client satisfaction, and ensure compliance with all necessary protocols.

Best Practices:

• Customize the checklist if possible to better fit the specific needs and workflows of your practice.
• Train all staff involved in the onboarding process on how to effectively use the Client Onboarding Checklist.
• Review completed checklists periodically to identify any areas for process improvement.

Utilizing the Client Onboarding Checklist feature in Embark EMR not only streamlines administrative tasks but also enhances the overall client experience by ensuring that all necessary preparations are thoughtfully and thoroughly managed.