Munroe Regional Medical Centers

Orientation & Generic Skills Checklist

Patient &
Family

Vision:
Every nursing associate can expect to receive an individualized orientation in a
supportive and nurturing environment

Revised 2/13

ORIENTATION UNIT
Meet Preceptor, Obtain locker & mailbox
Review Unit Specific Orientation
Complete ***CBLs in Net Learning
Tour/Scavenger Hunt
Unit/Environmental Rounds
Radiology
Laboratory
Blood Bank
Staffing Office

Medication Pyxis
Supply Pyxis
Demonstrate Code Cart check/AED/Cart return
SAU/PACU/POCU
Pharmacy
Central/Sterile Processing
Security
Wound Care Manual

Access following (check logins & Location on Bulletin Board)

HPF Webstation
Net Learning
People Soft
Mosbys
E-Shift
Clinical Pharmacology
EMS
MSDS (Toxic Substance)
PACS
Unit Email
Skills (Completed on)
Blood Glucose Monitoring (Accucheck) _______
Fecal Occult Blood Measurement
_______

Insulin Pump Folder

Infection Control Binder
District Binders
Emergency Code Cardex
O2 Shut Off Valve

Unit Specific Website

Policy & Procedures:
Emergency Response Team
Policy

Restraints
_______
CPR Certification expires on BLS:_______ ACLS:_______

View equipment training videos as needed

_________________________
_________________________

________________________

Observe roles and available resources

Monitor Tech
Unit Secretary
Case Manager

Charge Nurse/Team Leader

Round with Wound Care- 4hrs
______________

Social Worker
PT/OT/Speech
Respiratory

Demonstrates correct use of communication devices:

Patient Care Call System
Spectra Link/Perfect Serve
Pneumatic Tube System
Computer/Printer
Schedules/Personnel Issues:
Review Clock in/out procedure
PTO Request Process
Change Agreement/Green Sheet

Fax/Copy Machine
Down Time forms

Time Adjustment Process

E-Shift
Calling in sick process

Evaluation Process & Standards- Managers to Review

2 month evaluation
Counseling Process
Annual Evaluation Appointment
Structure Standards
Staffing Guidelines
Admission Criteria

Core Processes
Unit Goals & Objectives

Signatures:
Preceptee: ________________________

Preceptor: ________________________

Educator: _________________________

Manager: ________________________
2

UNIT ONE Being a Guardian

Become familiar with the unit; work at understanding the flow of events & time management.
Work with your Educator & Preceptor for one-three shifts with modified pt assignment.
Theoretical Framework: Utilize the nursing process to assess, plan, implement and evaluate
patient care. Recognize changes in patient condition and intervene effectively
NPSG Focus: Goal 1- Improve Accuracy of Patient Identification; Goal 2- Effective Communication Among Care Givers;
Goal 9- Reduce Risk of Harm from Falls
Nursing Process: Assessment, Plan of Care, Fall Protocol, Critical Values, Time Management
OBJECTIVES:
Shadow preceptor; observe time mgmt and critical thinking skills
Participate in Bedside Reporting; discuss Plan of Care for all patients
Demonstrate physical assessment skills and chart thorough assessments. (Patients will belong to the preceptor
but should be assessed by both the Preceptor and Preceptee so that the Preceptor can observe the Preceptees
assessment skills & Preceptee can practice charting assessments
Consider complete care of 1-2 patients before Unit One is over (take an admission by the end of unit one)
Skills:
Obtains Vital signs
Uses 2 identifiers to Administer Medications
Proper Specimen collection/handling
Performs hourly rounding
Utilizes the Communication Board
Initiates/uses pt folder to facilitate communication
Equipment Utilization as appropriate:
Maxislide/Hovermat
Gait Belts
Easylift
Arjo lift
Bariatric equipment

Documentation of complete skin assessment

Use of moisture barriers as appropriate
Document an Admission Assessment
Conducts a CAM Assessment/Delirium
Complete a Fall Risk Assessment
Assesses/Encourages Mobility Initiatives

Ambulatory assist devices

Suction Regulator/O2 Setup
IV Infusion Pump
Doppler
Hospital Bed Operation

Policies & Processes

Minimum charting expectations
Read Back Policy
12 Hour Chart Checks
Critical Test Results Policy
EVALUATE UNIT ONE
PROFESSIONAL SKILL
STRENGTHS
GOALS
Physical Assessment

Scales
Central Line Cart
Bladder Scanner
Inter pneum comp
Latex allergy equipment/cart

How to address defective equip

Unacceptable Abbreviations

Giving and Taking Report

Signatures:
Preceptee: ________________________

Preceptor: ________________________

Educator: _________________________
3

UNIT TWO Being a Healer

Work with a Preceptor (one-three shifts with modified patient assignment
Theoretical Framework: Assures physical, emotional, and spiritual care based on assessment of
patient needs, to improve level of health
NPSG Focus: Goal 3- Improve Safety in Using Medication; Goal-7 - Risk of Healthcare Associated Infections; Goal 15Identify Safety Risk of Suicide
Nursing Process: Medication Administration; Isolation Precautions; Therapeutic Relationships; Unit Specific Procedures
OBJECTIVES:
Administer medications to all patients (Preceptor can assess the Preceptees Med Administration SAFETY)
Identify look-alike/sound-alike drugs, label meds per policy
Use 2 patient identifiers before meds or treatment
Demonstrate safe med administration; verbalizes purpose & side effects- Utilize Clinical Pharmacology
Perform pain assessment/reassessment appropriate to intervention and documents
Administer blood and anticoagulant therapy according to policy
Demonstrate Medication Reconciliation at Admission, Transfer and Discharge
Follow Infection Control practices; hand hygiene; isolation policies
Review Urinary Catheter Policy
Review Heparin Protocol
Review weight-based insulin orders
Discuss Central Line Placement & Care (Biopatch, swab cap, dressing changes)
Vaccination/Immunization process
Review Suicide Precaution and related policies; Environmental Checklist
EVALUATE PROGRESS TOWARD PREVIOUSLY IDENTIFIED GOALS
PROFESSIONAL SKILL
Physical Assessment
Giving and Taking Report
EVALUATE UNIT TWO
PROFESSIONAL SKILL
Medication Administration

STRENGTHS

GOALS

Infection Precautions
Unit Specific Procedures and
Treatments
Preceptee demonstrates behavior consistent with the Munroe Value: QUALITY:
Successful
Needs Improvement: Action Plan:_______________________________________________
______________________________________________________________________________
Skills/CBLs Completed On:
Peripheral IV Therapy CBL
_______
Blood Administration CBL
Peripheral IV Therapy Checklist
_______
Blood Administration Checklist
Signatures:
Preceptee: ________________________
Preceptor: ________________________
Educator: _________________________

_______
_______

Manager: ________________________
4

UNIT THREE Being a Teacher

Work with a Preceptor; one- three shifts. Only progress to more patients if you &
preceptor agree you are ready. Focus on education of patient and family members
regarding treatments, procedures & Plan of Care.
Theoretical Framework: Imparts knowledge to patient and family with regard to care in hospital setting and at discharge
NPSG Focus: Goal 13- Patient involvement in own care; reporting concerns
Nursing Process: Learning Preferences and Patient Education; Age Specific care
OBJECTIVES:
Consider learning preference and age specific requirements
Conduct and document patient education based on identified need; document evaluation of teaching
Demonstrate & utilize Mosbys for patient education
EVALUATE PROGRESS TOWARD PREVIOUSLY IDENTIFIED GOALS
PROFESSIONAL SKILL
Physical Assessment
Giving and Taking Report
Medication Administration
Infection Precautions
Unit Specific Treatments& Proced.
EVALUATE UNIT THREE
PROFESSIONAL SKILL
Patient / Family Education

STRENGTHS

GOALS

Preceptee demonstrates behavior consistent with the Munroe Value: INTEGRITY:

Successful
Needs Improvement: Action Plan: ______________________________________________
______________________________________________________________________________
Signatures:
Preceptee: ________________________

Preceptor: ________________________

Educator: ____________________________
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UNIT FOUR Being a Collaborator

Work with a Preceptor; one - three shifts. Only progress to more patients if you and
preceptor agree you are ready. Communicate with physicians. Focus on overall plan for
patient in terms of goals. Incorporate discharge planning into daily assessment & teaching.
Theoretical Framework: Works with each member of the health care team to assure they receive
and provide pertinent information on the patient and family; coordinates the patients plan of care
NPSG Focus: Goal 8 Medication Reconciliation; Goal 16- Recognition and Response to changes in a patients condition
Nursing Process: Critical Thinking; Interdisciplinary Plan of Care
OBJECTIVES:
Use Med Reconciliation forms for Admission and Discharge medication orders
Initiate & update Plan of Care; incorporate physical, psychosocial, linguistic, spiritual & cultural needs
Verbalize when and how to access RRT and STAR team
Review critical change in patient condition response & documentation
Organize job functions; prioritize care; Work effectively in a team environment
Utilize PACs system to look up patient test results
Describe triggers from Admission Assessment; initiate appropriate referrals to ancillary departments;
Review IPOC and Discharge Planning Notes in Care Manager
Provides care upon:
Admission to the Hospital
Transfer to another Unit
Post-procedure Care
Discharge from the Hospital
Pre-procedure Preparation
EVALUATE PROGRESS TOWARD PREVIOUSLY IDENTIFIED GOALS

PROFESSIONAL SKILL
Physical Assessment
Giving and Taking Report
Medication Administration
Infection Precautions
Unit Specific Treatments & Proced.
Patient / Family Education
EVALUATE UNIT FOUR

PROFESSIONAL SKILL
Critical Thinking

STRENGTHS

GOALS

Goal-Centered Care / Use of

Ancillary Dept Resources
Organization
Discharge Plan
Preceptee demonstrates behavior consistent with the Munroe Value: COMPASSION:
Successful
Needs Improvement: Action Plan: ______________________________________________
______________________________________________________________________________
Signatures:
Preceptee: ________________________

Preceptor: ________________________

Educator: _________________________

Manager: ____________________________
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UNIT FIVE Being a Guide

Work with a Preceptor; one three shifts. Only progress to more patients if you and
preceptor agree you are ready. Become comfortable as a patient advocate. Use
ancillary resources appropriately to address patient needs.
Theoretical Framework: Directs anothers way through unfamiliar circumstances
NPSG Focus: Review as needed
Nursing Process: Professional communication; Ethical decision making
OBJECTIVES:
Use SBAR tool when calling physician to be prepared, objective and organized
Explain the chain of command process
Help patient and family by translating pertinent information and processes into lay language
Demonstrate utilization of the AT & T language line
Clarify and explain procedures to patient and family
Explain and apply Advance Directives (Utilize HPF to locate previous admission Advance Directives)
Review Emergency Code Cardex/Crisis Cardex
EVALUATE PROGRESS TOWARD PREVIOUSLY IDENTIFIED GOALS
PROFESSIONAL SKILL
Physical Assessment
Giving and Taking Report
Medication Administration
Infection Precautions
Unit Specific Treatments & Proced.
Patient / Family Education
Critical Thinking
Goal-Centered Care
Organization
Discharge Planning
EVALUATE UNIT FIVE
PROFESSIONAL SKILL
Patient Advocacy

STRENGTHS

GOALS

Physician Communication

Preceptee demonstrates behavior consistent with the Munroe Value: RESPECT:

Successful
Needs Improvement: Action Plan: ______________________________________________
______________________________________________________________________________
Signatures:
Preceptee: ________________________
Preceptor: ________________________
Educator: ____________________________
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UNIT SIX Being a Leader / Administrator

Work with a Preceptor; one - three shifts
Take control of your assignment with your Preceptor available to assist you. Review your
previous goals and focus on any skills that still seem weak. This is still a learning time for
you; all criticism should be constructive, to help you succeed!
Theoretical Framework: Possesses the capacity to effect change and influence direction. Helps manage resources and
develop policies to positively affect patient care.
NPSG Focus: Review as needed
Nursing Process: Practice based on evidence; Shared Governance
OBJECTIVES:
Knowledgeable of Core Measures:
Surgical Care Improvement Project (SCIP)
Congestive Heart Failure
Acute Myocardial infarction Guidelines
Community Acquired Pneumonia Guidelines
Stroke Guidelines
VTE Guidelines
Utilize current research as evidence for care standards
Aware of committees and councils
Participate in Unit-Based Council activities
Participate in organizational wide patient care councils (Shared Governance)
EVALUATE PROGRESS TOWARD PREVIOUSLY IDENTIFIED GOALS
PROFESSIONAL SKILL
Physical Assessment
Giving and Taking Report
Medication Administration
Infection Precautions
Unit Specific Treatments & Proced.
Patient / Family Education
Critical Thinking
Goal-Centered Care
Organization
Discharge Planning
Patient Advocacy
Physician Communication
Preceptee demonstrates behavior consistent with the Munroe Value: RESPONSIBILITY:
Successful
Needs Improvement: Action Plan: ______________________________________________
______________________________________________________________________________
Skills/CBLs Completed On:
National Patient Safety Goals CBL

_______

NPSG Skills Checklist

Signatures:
Preceptee: ________________________

Preceptor: ________________________

Educator: __________________________

Manager: _________________________

_______

Unit 7
Work as independently as possible, still accessing your Preceptor for new or uncertain scenarios. Maximize your time for
learning as you become more organized and confident.
Theoretical Framework: Continue to personalize your practice of the roles of Guardian, Healer, Teacher, Collaborator,
Guide, Leader and Administrator. New opportunities will present themselves daily!
NPSG Focus: Review as needed
Nursing Process: Constantly Assess, Plan, Intervene and Evaluate. Remember to document carefully.
OBJECTIVES:
EVALUATE PROGRESS TOWARD PREVIOUSLY IDENTIFIED GOALS
PROFESSIONAL SKILL
Physical Assessment
Giving and Taking Report
Medication Administration
Infection Precautions
Unit Specific Treatments & Proced.
Patient / Family Education
Critical Thinking
Goal-Centered Care
Organization
Discharge Planning
Patient Advocacy
Physician Communication
Signatures:
Preceptee: ________________________

Preceptor: ________________________

Educator: _________________________

Manager: ___________________________

Unit 8 if needed
EVALUATE PROGRESS TOWARD PREVIOUSLY IDENTIFIED GOALS
PROFESSIONAL SKILL
Physical Assessment
Giving and Taking Report
Medication Administration
Infection Precautions
Unit Specific Treatments & Proced.
Patient / Family Education
Critical Thinking
Goal-Centered Care
Organization
Discharge Planning
Patient Advocacy
Physician Communication
Signatures:
Preceptee: ________________________
Preceptor: ________________________
Educator: _________________________
Manager: ____________________________

END OF ORIENTATION EVALUATION

NO ONE is ready to be perfectly independent at the end of orientation. We always rely on each other as a team. Review
your progress from previous notes and identify the goals you have at this time.
PROFESSIONAL SKILL
GOALS

Other Feedback and Plans for Continued Learning (add dates for pending classes, Mentor meetings etc.)

Signatures:
Preceptee: ________________________
Educator: _________________________

Preceptor: ________________________
Manager:_________________________
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