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Onboarding Advanced Practice Clinicians

The Onboarding Advanced Practice Clinicians Toolkit is comprised of articles, advisories, forms and resources, claims lessons, CMEs and learning modules for advanced clinicians. The purpose of the toolkit is to provide resources and tools that may be helpful in onboarding physician assistants and nurse practitioners. 

This toolkit will guide advanced practice clinicians through initial training as they join your practice or hospital. Some of the topics that will be covered here are:

  • Billing
  • Insurance coverage
  • Practice Advertising


  • Certifications
  • Supervision of mid-levels
  • Call coverage
  • Handoff communication
  • Informed consent
  • Opioid management
  • Referrals
  • Medical records
  • Noncompliance
  • OSHA
  • And more.

What's Included

Module 1 - Orientation and Training

Begin Module 1

Module 2 - Patient Management

Informed Consent
Medication Management
Tracking and Follow Up
Advance to Module 2

Module 3 - Medical Records

Medical Records and Documentation
Advance to Module 3

Module 4 - Risk Management and Patient Safety

Patient Advisories
Claims Lessons
Advance to Module 4


The information provided in this resource does not constitute legal, medical or any other professional advice, nor does it establish a standard of care. This resource has been created as an aid to you in your practice. The ultimate decision on how to use the information provided rests solely with you, the PolicyOwner.