HR advisory, assessments, and operating tools for U.S. businesses

Our standard  ·  Assessments  ·  Contact

Documents and systems kit

Clinic HR System

$129 Go to price and purchase

Bring your clinic's HR essentials together in one focused month. The system includes files, written policies, a hiring pack, onboarding tracks, and trackers to help you maintain them.

FormatSystem
Contents7 PDF guides, 3 Word documents, 1 Excel workbook
UseInstant download

Explore the free Clinic Manager Assessment. Twenty clinic situations help you identify which parts of the manager role to focus on first, giving you a starting point before choosing the system.

$129

  • One-time purchase. Editable files.
  • Your download link appears on the confirmation screen and in your receipt. No account needed.
  • Request a full refund within 30 days with one email.
  • Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.

Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.

Need approval first?

Email this page

Ready to put your tool to work?

Add a one hour Setup Session, $149

Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.

See the Setup Session →

Where to start

Start with the HR Self-Audit.

Your self-audit results show which parts of the system to put in place first.

DecisionComplete system
IndustryCross-industry
Files7 PDF guides, 3 Word documents, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.

Fit

Is this the right fit for your work?

A good fit

  • You run a small clinic and want your HR documents and everyday processes organized in one system.
  • You want editable Word and Excel files that stay with your organization.
  • You or a manager will run the process and want a clear sequence to follow.

When to consider another option

  • For advice about one person's specific circumstances, consult qualified counsel.
  • For rules specific to one state or city, consult the applicable local requirements. This tool is not written for any one state.
  • For help running the process, explore our advisory services.

What is inside

Every file in the download, by name.

Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.

PDF · readStart Here: a guide to every file and the order to use them.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Word · editClinic Policy Manual Template: plain-language policies for a small patient-facing operation, with every decision bracketed for you to make.
Excel · useClinic HR Operations Workbook: the HR self-audit, the roster with computed credential expiry flags, the attendance log, the coverage map, and a dashboard.
PDF · readClinic Onboarding System
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readThe Clinic HR System Guide: walks through each system, with a clear description of what completion looks like at the end of every section.
PDF · readClinic Hiring Pack
Word · editClinic Hiring Pack: job description templates, the structured interview kit with a scorecard, the reference check guide, and the credential verification checklist.
Word · editClinic Onboarding System: the before-day-one checklist, clinical and front office tracks, the first-week shadowing plan, and the 30, 60, and 90 day check agendas.

How to use it

Your first 15 minutes

Follow the 5 steps in order to put the system in place. The final step establishes the routine from Section 9: fifteen minutes monthly.

  1. Begin with the workbook's HR Self-Audit. Set aside twenty minutes to review your existing processes and identify what to address first.

  2. Use the System Guide to work through your priorities in order: files, the policy manual, credentials, attendance, hiring, and onboarding.

  3. Adapt the Word templates as you work through each section. Have an employment attorney review the policy manual before introducing it to your team.

  4. Fill in the Workbook with your roster, every credential and expiry date, the attendance log from this week forward, and the coverage map.

  5. Set aside fifteen minutes monthly for the routine in Section 9. Repeat the audit quarterly and review your policies once a year.

Clinic HR System Start Here guide showing every file and the order to use them.

Before you buy

Questions about your purchase

Find details about file formats, delivery, licensing, and refunds.

What exactly do I receive?

You receive 7 PDF guides, 3 Word documents, and 1 Excel workbook, each named in the What is inside section above. This is a one time purchase delivered as a download.

Are these the real screenshots?

Yes. The first image shows the file set, and the second and third show actual pages from the current download.

Can I use the files in my business?

Yes. You can edit and brand the Word documents, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.

What if I need help applying it?

For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.

How do I get the files?

Right after payment, your download link appears on the confirmation screen and again in your email receipt. The files arrive as a ZIP download. No account is needed.

What do I need to open them?

You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.

What if it is not right for us?

Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.

Is this legal advice?

No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.

Who may use the files?

One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.

Extend the system

Related tools for your next step

Explore related tools for the same situation, operating method, or industry.

Plant HR Manager Complete System: stack of pages showing the 46 Excel, Word, and PDF files in the download, 338 pages in all files.
BundleTSHR-110

Plant HR Manager Complete System

Bring five plant HR systems together in one program, with two tools to manage the work. Use the 54-point plant HR audit to set priorities, then follow the 12-month calendar to organize the work throughout the year.

Construction and Trades HR System: all 46 files shown as a stack of pages. Excel + Word + PDF, 285 pages in all files.
BundleTSHR-130

Construction and Trades HR System

Six field toolkits work together as one HR program, supported by two planning tools. The Contractor HR Audit Checklist shows where to start. The Seasonal Staffing Planner helps size your crews for the work ahead.

Dental Practice HR Starter System: the 8 files in this download shown as a stack of real pages. Excel + Word + PDF, 48 pages in all files.
SystemTSHR-141

Dental Practice HR Starter System

Set up the HR foundations for your dental practice over a weekend. The field guide explains what belongs in your practice manual, and the template gives you a starting point to adapt. Use the workbook to track adoption and the file setup guide to organize personnel files.