Clinic HR System

The paper layer of a small clinic, home health agency, or senior care operation, installed in one focused month. A 12-page System Guide is the install manual, three editable Word files carry the documents, and one workbook runs the ongoing monthly pass.

What is inside

• Clinic HR System Guide (12 pages). The install manual: what to stand up, in what order, and exactly which pieces belong in front of an employment attorney before rollout.
• Policy Manual Template. A plain-language policy manual with every decision bracketed, ready to adapt to your operation. Editable Word document.
• Hiring Pack. Job description templates, a structured interview scorecard, a reference check guide, and a credential verification checklist. Editable Word document.
• Onboarding System. A clinical track and a front office track, with the 30, 60, and 90 day check agendas. Editable Word document.
• Clinic HR Operations Workbook. The HR self-audit, the credential roster with computed expiry flags, the attendance log, the coverage map, and a dashboard built for a fifteen-minute monthly pass. Works in Excel or Google Sheets.
• Quick Reference (PDF). The whole workbook on one page: what each tab is for, what you enter, and how to read the result.

The order to work in

• Read the System Guide first. It sets the install order and names the pieces that go to counsel before rollout.
• Adapt the policy manual. Every decision is bracketed; make each call, then have the manual reviewed before you adopt it.
• Stand up hiring and onboarding. Put the scorecard, the reference check, and the credential verification in front of whoever hires, and run every new hire down the right track.
• Run the monthly pass. Fifteen minutes in the workbook: the self-audit score, the credential expiry flags, attendance, and coverage.

Who it is built for and where to go if that is not you

Built for

• A clinic owner or administrator running HR on the side who wants the paper layer installed and kept current in a monthly pass.
• A home health or senior care operator whose policies live in someone's head and whose credentials live in a drawer.
• An office manager handed HR who needs the manual, the hiring structure, and the tracker in one purchase.

If you are looking for

• The home care agency version built around caregivers, call-offs, and 90-day retention. The Home Care HR System covers that operation.
• A personalized development guide for the person running the clinic. The Clinic Manager Field Guide is built from your own assessment results.

Before you buy

What format is it and can I edit it?

A PDF guide, three editable Word documents, and an Excel workbook that also works in Google Sheets. Everything is editable and yours to keep. General information, not legal advice. One-time purchase.

Is any of this clinical?

No. It is HR for the operation. Clinical scope, supervision, and licensure belong to your clinicians and your state rules, and the guide says so where it matters.

What is the refund policy?

Digital products are covered by a 30-day money-back guarantee. See the refund policy for the full terms.

What happens after I buy?

Checkout delivers an instant download link, and a receipt with the same link arrives by email. Open the System Guide first; it sets the install order. Questions or want a hand getting set up? Email support@truestephr.com.

How this is built. Every TrueStep HR tool is checked against current primary sources, dated, and run through a documented quality review gate before it ships. The whole catalog is built to that one standard. A generic template or an AI draft gives you a starting point. This system gives you verified working tools with the bracketed policy manual and the recalculating workbook, ready the same hour you download it.

How the download works

Your files arrive as a single ZIP download, best opened on a computer: save it, extract it (right-click and Extract All on Windows, double-click on a Mac), and open the Start Here file first. PDFs open in any reader, and the editable files work in Microsoft Word and Excel or their free equivalents, including LibreOffice and Google Docs and Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

This kit is a set of working tools and editable templates for building HR policy in a clear, consistent, and defensible way. It is not legal advice, and it is not a substitute for qualified counsel on your specific situation. The handbook and policy templates are starting points you adapt, not finished policy: a handbook can create obligations you did not intend, and leave, wage, overtime, sick-time, and final-pay rules vary by state and change over time. Have your handbook and your policies reviewed against applicable law before you adopt them.

Built to the TrueStep HR standard. Backed by a 30-day money-back guarantee. Questions: support@truestephr.com.