Day One
First day onboarding
Your hour-by-hour checklist for day one: accounts, security, tools, and intro meetings.
Open SOPWorkspace
Google Workspace
The seven apps we use every day, first-day setup, and employee responsibilities.
Open SOPCommunication
Google Chat & Spaces
Communication hierarchy, required spaces, response SLAs, and confidentiality rules.
Open SOPCRM
HubSpot CRM
What HubSpot is for, first-day setup, and the four core CRM duties.
Open SOPOperations
HubSpot Tasks, Projects & Deals
Standards for tasks, projects, deals, pipeline stages, and accountability.
Open SOPEmail & communication standards
Company vs personal email, response SLAs, team inboxes, and retention.
Open SOPStandards
Naming convention standard
Uniform naming for files, folders, deals, projects, tasks, contacts, and meetings.
Open SOPCompliance
Data security requirements
MFA, HIPAA, credential rules, and the six daily security expectations.
Open SOPIT
IT equipment & remote work
Laptop care, VPN, lost or stolen devices, and remote work expectations.
Open SOPHR
Time off, attendance & expenses
PTO requests, sick days, timesheets, and how to submit travel and expense reimbursements.
Open SOPCalendar
Meetings & calendar hygiene
Booking norms, no-meeting blocks, agendas, recordings, and notes in HubSpot.
Open SOPRecords
File storage, retention & HIPAA
Drive ownership, shared drives, archiving, PHI handling, and retention timelines.
Open SOPSafety
Incident reporting & escalation
How to report security, privacy, patient-safety, and workplace incidents.
Open SOPWorkplace
Code of conduct & workplace behavior
Professionalism, dress code, anti-harassment, and conflict-of-interest expectations.
Open SOPPay & benefits
Benefits, payroll & HR contacts
Pay schedule, direct deposit, benefits enrollment, and who to contact in HR.
Open SOPGrowth
Training & continuing education
Required training, certifications, the LMS, and annual compliance refreshers.
Open SOPPatients
Patient & phone communication
Phone etiquette, voicemail, identity verification, and patient-facing tone.
Open SOPVirtual care
Telehealth visit standards
Pre-visit checks, on-camera presence, consent, and documenting virtual encounters.
Open SOPClinical
Clinical documentation & charting
Charting timeliness, late entries, addendums, and what belongs in the medical record.
Open SOPSafety
Infection control & PPE
Hand hygiene, PPE selection, room turnover, and exposure response.
Open SOPEmergency
Emergency procedures
Fire, evacuation, medical emergencies, and the codes you must know on day one.
Open SOPBrand
Social media & external communication
Personal vs company accounts, press inquiries, and what never gets posted.
Open SOPLast day
Offboarding & last-day checklist
Resignation notice, knowledge transfer, equipment return, and account deactivation.
Open SOPHelp
Support & contact
Where to go for technical assistance, login issues, and system access.
Open SOP