Internal Forms to be completed

Offer Letter

Credentialing Sheet

Electronic Health Record & Signature Policy

Outpatient Job Description & Expectations

Confidentiality Agreement

24 Hour Crisis Coverage Policy

Bio & Headshot Form

Peak Team Contact Information Sheet

Time Off Policy

Payroll Forms to be Completed

Employee Profile Form

NC 4EZ Form

Direct Deposit Form

I9-Independent Contractors Only

W4- Employees Only

Send Copies of:

Use the link below this Checklist to submit copies of these documents.

Professional License

Highest Degree

Professional Liability Insurance

Supervision Agreement/Contract (if applicable)

Driver's License

Social Security Card

Accounts To be Set Up

The following accounts & log in information is included in the Welcome Email sent by our Onboarding Trainer!

Google Workspace (email)

Theranest (Electronic Health Record system)

Doxy.me (telehealth platform)

NoteDesigner Log-in Shared

Onboarding Trainings

Initial Onboarding Meeting

Documentation Training

Client Onboarding Meeting with Admin

Peak Administrative Processes

Intake Flow

Caseload & Schedule Update Form

Payroll Calendar & Due Dates

Payroll Submission

Late Cancel/NS Fee Charge Form

Medicaid Authorization Form