Template

Performance Improvement Plan Template

by Franklin Isea Abreu, from the Community

This Performance Improvement Plan template helps healthcare leaders document underperformance and guide employees toward measurable improvement. It covers PIP objectives, start and end dates, and role expectations, with targeted checkpoints for patient intake validation, accurate demographic and insurance data capture, insurance verification, and proper EHR note documentation. The template also assesses system navigation skills in AdvancedMD, appointment scheduling proficiency, and overall workflow efficiency. Observations and recommendations sections highlight strengths, low-impact improvements, and urgent issues to address, supporting consistent coaching and compliance in patient-facing operations.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Performance Improvement Plan for Agents
This Performance Improvement Plan template helps leaders address agent underperformance. Document current concerns, set training and clear weekly expectations across four weeks, and record pass or fail outcomes. Capture evidence, define timeframes for improvement, and confirm completion with agent and team leader sign off. If expectations are not met, escalate to Human Resources and email the finalized PDF for filing.
by Agnes Schooling, from the Community
Downloads: 10+
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Template
Performance Improvement Plan (PIP)
This comprehensive guide provides a structured template for creating and implementing Performance Improvement Plans (PIPs) in the workplace. The document outlines the essential components of an effective PIP, including performance evaluation criteria, goal setting, and timeline management. It helps managers address both conduct and capability issues while maintaining proper HR documentation. The template includes sections for defining expectations, setting standards, and tracking progress, with clear guidelines on implementation timeframes ranging from weeks to months. Designed for HR professionals and managers, this resource ensures a fair and systematic approach to employee performance enhancement while maintaining proper documentation and compliance with HR procedures.
by Sophie Strickland, from the Community
Downloads: 50+
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Template
Safety Improvement Plan Template
Use this Safety Improvement Plan Template to structure a proactive safety program for your organization. Outline objectives, identify hazards, assess risks, and define controls. Plan communication and reporting, schedule audits and performance monitoring, allocate resources and responsibilities, and document emergency procedures including contacts, evacuation, and first aid. Customize sections for training needs, safety meetings, and sign-off to align with your compliance requirements.
by Abdullah QAMSHI, from the Community
Downloads: 0
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Template
SOAP Note Template
Use this SOAP Note template to structure patient documentation with the Subjective, Objective, Assessment, and Plan framework. Record what the patient reports, your observations, clinical assessment, and the care plan in a consistent format. Ideal for physicians, nurses, therapists, and other healthcare professionals, this template helps standardize notes, improve continuity of care, and support accurate diagnoses and treatment decisions. Available as a printable PDF or digital checklist in SafetyCulture, it includes fields for patient details, practitioner information, and signatures.
by Jeanette Casanova, from the Community
Downloads: 10+
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Performance Improvement Plan Template

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You might also like

Performance Improvement Plan for Agents

Performance Improvement Plan (PIP)

Safety Improvement Plan Template

SOAP Note Template

You might also like

Performance Improvement Plan for Agents

Performance Improvement Plan (PIP)

Safety Improvement Plan Template

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