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Onboarding Resource

Medbridge clinical competency checklist templates

Support safe, high-quality home health and hospice care with customizable clinical competency checklist templates. Designed to guide onboarding and ongoing skill evaluation, these role-specific templates help your organization assess clinical performance, identify training needs, and ensure compliance.

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Customizable templates for competency success

Developed in partnership with nursing education expert Kim Tate, RN, BSN, these convenient templates outline core clinical skills for home health and hospice roles—including RNs, LPNs, PTs, PTAs, OTs, SLPs, social workers, and chaplains.

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Kim Tate, RN, BSN

As founder and lead consultant of Tate Healthcare Consulting Solutions, Kim Tate brings over 30 years of experience as a clinical leader in home health, hospice, and med-surg care. With a strong foundation in nursing and a passion for quality care, she has held a range of leadership roles—including director of nursing, administrator, consultant, and vice president of clinical excellence.

Read her full bio

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Onboarding Templates

Template Series

RN/LPN Hospice
Available to subscribers only Subscriber-only Subscriber-only
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Template Series

OT Home Health
Available to subscribers only Subscriber-only Subscriber-only
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Template Series

SLP Home Health
Available to subscribers only Subscriber-only Subscriber-only
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Template Series

Home Health & Hospice Aide
Available to subscribers only Subscriber-only Subscriber-only
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Hospice SW
Available to subscribers only Subscriber-only Subscriber-only
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Hospice Chaplain
Available to subscribers only Subscriber-only Subscriber-only
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How to use the templates

We hope you enjoy these free sample templates for RN/LPN and PT/PTA. Each checklist includes suggested Medbridge education for onboarding and skills refreshers, and supports a variety of assessment methods—including return demonstration, observation, and verbal review.

These customizable templates offer a valuable first step in moving from cumbersome paper checklists to a more efficient, consistent, and user-friendly digital skills solution like Medbridge Skills.

Below are free sample templates for RN/LPN and PT/PTA. Subscribe for full access to all of our role-specific templates—and start streamlining your clinical competency process today!

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Gain access to our RN/LPN and PT/PTA templates by filling out our form.

Subscribe to gain access to the rest of the templates!

Home Health & Hospice Solution

Empower nurses and improve care
with a complete digital home health ecosystem

Prepare nurses to confidently take on the challenges of home health and hospice, and support
them across their entire career journey with our comprehensive Home Health & Hospice Solution.

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