01
Resident Welcome Packet
Logistics, contacts, expectations, in-basket standards, escalation paths, and clinic operating norms.
Resident
Residency Coordinator's Pack
Resident onboarding and rotation management, ready to use.
Seven working documents, built around the 4-week longitudinal cohort model, that get residents access, expectations, and support in place before day one — every time.
Built for residency program coordinators, residency directors, and GME teams.
Built by a working primary care operations manager
Free PDF · No email needed
The operating gap
Every rotation shouldn’t feel like the first one.
Resident rotations bring onboarding, access requests, credentialing, scheduling, supervision, and performance expectations together at once. Without a standard process, something gets missed—and the clinic absorbs the cost.
This pack turns that moving target into a repeatable system. The right people know what they own, residents know what good looks like, and each cycle starts from a proven baseline instead of a blank page.
Inside the pack
Seven documents. One operating system.
Each piece has a clear owner and a specific job—from four weeks before arrival through the final feedback review.
7 documents · 3 formats (themed PDF, plain-print PDF, editable Word/Google Docs)
02
Pre-Arrival Checklist
A practical, one-stop readiness check the resident completes before walking in on day one.
Resident
03
Cohort Schedule Template
A 4-week cohort roster, daily structure, ratio guidance, contingency planning, and the manager’s playbook.
Manager
04
Competency Sign-Off Checklist
Observable expectations by PGY level, with scheduled review points and space for specific next steps.
Preceptor
05
Resident Feedback Form
Anonymous ratings and focused open-ended questions designed to turn rotation feedback into action.
Resident → Manager
06
EHR & Access Onboarding Sequence
A named-owner timeline for EHR, hardware, training, and access—starting four weeks before arrival.
Manager
See the standard
Start with the Pre-Arrival Checklist.
Download the free sample and see how the pack turns broad onboarding goals into concrete, owned actions.
Download the Free Sample Checklist
Free PDF · No email needed
Use it your way
Ready to present. Cheap to print. Easy to edit.
Every document is built for actual clinic use—not just to look good in a download folder.
- 1Designed PDFPolished for email, presentation, and leadership review.
- 2Plain print PDFBlack on white with practical checkboxes for low-cost printing and photocopying.
- 3Editable Word fileAdd your logo, contacts, policies, and site-specific details—or upload to Google Docs.
What changes
A steadier clinic before, during, and after the rotation.
Ready 4 weeks before day one
EHR access, badge, hardware, and training tasks begin four weeks out with a named owner for each step.
A measurable week-2 check-in
Progress is reviewed early against observable, PGY-level standards—not vague impressions at the end.
A written 48–72-hour standard
Non-urgent in-basket work has a clear response window, while urgent and emergency items have defined escalation paths.
Questions
Before you put it to work.
My clinic doesn’t use a 4-week cohort model. Will this still work?
Yes. The welcome packet, checklists, feedback form, competency tool, and access sequence work across outpatient rotation structures. The schedule template is the piece you’ll adapt most, and the editable file is built for that.
What exactly do I receive?
Seven documents, including the pack overview. Each comes as a designed PDF, a plain print-ready PDF, and an editable Word file that can also be uploaded to Google Docs.
Who is this designed for?
Residency program coordinators responsible for outpatient resident rotations, with residency directors and GME teams as approvers and partners.
Can I use it across multiple clinics?
The single-clinic purchase covers one clinic site. A team license covers up to five clinic sites in one organization.
Are future updates included?
Yes. Buyers receive future Version 1.x updates at no additional charge.
Will this fit our accreditation requirements?
The pack gives you a practical operational baseline, but requirements vary by program and accrediting body. Adapt the editable files to your current accreditation, compliance, and site policies before use.
What if it doesn’t help?
The purchase terms are listed with the final checkout details below.
How long do I have access?
Forever. It’s a one-time purchase, so the files remain yours to use for the licensed clinic site.
Built for the next rotation—and the one after that
Make day one feel planned.
The complete Residency Coordinator's Pack brings seven practical documents into one repeatable operating system for your clinic.
Single clinic $99 · Team, up to 5 sites $199
If the pack doesn't save you real time in your next rotation cycle, email me at support@dayoneoptimization.com within 30 days and I'll refund you.
Get the pack — $99Not sure yet? Take the free 2-minute readiness quiz.