First weeks checklist
pre-arrival through 90 days
This checklist tracks your onboarding milestones from before your first day through your first 90 days. Work through each phase in order. Check each item off as it's done.
overall progress
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Pre-arrival
Before your first day
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Complete W-4 and I-9 paperwork
Federal tax withholding and employment eligibility. Coordinate with Diane before your start date.
DianeProvide proof of malpractice insurance
Submit your current professional liability insurance policy to Joe. Required before seeing any clients.
JoeConfirm active Texas LMSW license
Verify your license is active with the Texas State Board of Social Worker Examiners. Provide license number to Joe.
JoeProvide NPI number for billing setup
Give your individual NPI (Type 1) to Michael. Apply at nppes.cms.hhs.gov if you don't have one.
MichaelComplete portal onboarding reading
Read all client consent documents, clinical policies, and the clinical risk framework. Submit the completion form.
SelfComplete Sessions Health training
Watch all 7 video tutorial collections on the Training page. Submit the completion form when finished.
SelfDay one
Your first day in the office
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Receive office key code and access
Joe or Michael will walk you through office access codes, alarm, and key procedures.
Joe / MichaelSet up Sessions Health login
Michael will send your Sessions Health invite. Log in, set your password, complete your profile.
MichaelSet up Google Workspace account
You'll receive a @houstonheightstherapy.com Google account. Confirm access to Gmail, Calendar, and Drive.
JoeOffice tour and space orientation
Walkaround covering your office, group room, telehealth room, break room, exits, fire extinguisher, and first aid kit.
Joe / MichaelSubmit headshot for portal and website
Provide a professional photo for your Meet the Team entry on this portal and the public website.
SelfFirst supervision session with Joe
Initial one-on-one covering supervision structure, expectations, documentation standards, caseload approach.
JoeWeek one
Days 2–7
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Review note and documentation templates in Sessions Health
Locate the SOAP note template, treatment plan template, and intake documentation.
SelfObserve intake and scheduling workflow with Michael
Sit with Michael to understand how clients are routed, how intake paperwork is assigned, and how benefits verification works.
MichaelAttend first staff meeting
Weekly staff meeting covers caseload updates, clinical questions, operations, and scheduling.
TeamSubmit first timesheet
Timesheets submitted via Google Form by Saturday at 5PM. Diane will walk you through. Link on the Admin Quick Reference page.
DianeSee first client — intake session
Your first intake session. Complete the 90791, document in Sessions Health, and bring clinical questions to supervision.
Self + Joe30-day milestone
End of first month
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★ Check-in with Joe at 30 days to review caseload, documentation quality, and any clinical or operational questions.
Caseload and documentation review with Joe
Joe reviews a sample of your progress notes and treatment plans. Formative — the goal is early feedback, not evaluation.
JoeConfirm supervision hours are being logged
Verify individual and group supervision hours are tracked correctly for LCSW licensure purposes.
JoeReview cancellation and no-show patterns with Michael
Check in with Michael on scheduling issues, repeated cancellations, or intake pipeline questions in your first month.
MichaelAssess group co-facilitation feasibility (if applicable)
If you're being considered for co-facilitating a group, use the 30-day mark to discuss readiness and interest with Joe.
Joe60 & 90-day milestones
Ongoing integration
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★ 60 and 90-day check-ins with Joe. These shift from onboarding to ongoing clinical development and performance conversation.
60-day clinical development check-in
Conversation covering clinical growth, modality application, documentation consistency, and areas for development.
Joe90-day formal onboarding close
Formal end of the onboarding period. Review goals set at 60 days, confirm all admin setup is complete.
JoeConfirm insurance credentialing status
Verify with Michael that credentialing applications with Aetna, BCBS, and Cigna are submitted and in process.
Michael