Referral Coordinator Onboarding Checklist
Complete this checklist to verify all onboarding steps for a new referral coordinator are finished and readiness to begin work is confirmed.
Full Name
*
First Name
Last Name
Start Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Primary Work Location
*
Work Email Address
*
example@example.com
Direct Supervisor Name
*
Referral Systems Access Granted
*
Yes
No
Completed Orientation Training
*
Yes
No
Reviewed Referral Procedures
*
Yes
No
Checklist: Onboarding Tasks Completed
*
Access to communication tools
Received referral coordinator handbook
Introduced to team
Additional Notes (if any)
Submit Checklist
Should be Empty: