FF Thompson Health
Orientation Program Overview · 2026

A Phased Approach
to Nurse Orientation

A competency-driven framework that meets every nurse where they are — and brings them all to the same destination.

ICU Med/Surg

Presented by Dana Mitchell, Critical Care Nurse Educator · FF Thompson Health · March 2026

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The Core Principle
Anyone. Any level. Any starting point.
Same comprehensive outcome.

The phased model ties progress to demonstrated competence — so a new grad and a seasoned nurse can both use the same structure, move at their own pace, and finish fully prepared.

Everyone starts at Phase 1 Variable pace Consistent, comprehensive outcome
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Where We Are — and What This Adds

How Orientation Works Today

  • A dedicated preceptors works through the skills checklist with the orientee
  • The decision to come off orientation is qualitative — made individually by the preceptor and manager
  • Preceptors are already doing their best to provide structure
  • Some content is introduced during the structured onboarding week; repeat teaching at the right time cements it into practice

What the Phased Model Adds

  • Named phases give the checklist a shared language everyone can use
  • Defined milestones make advancement decisions more transparent and consistent
  • Progress is documented — if a different preceptor needs to step in, they can step in seamlessly
  • Experienced nurses move quickly through what they know, spending time where they need it
  • The structure supports what preceptors are already doing — it doesn't replace their judgment
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The Four-Phase Framework

Some of this content is introduced during onboarding. The phased structure brings it back at the right moment — when the nurse has enough clinical experience for it to stick. Advancement is by demonstrated competence, not the calendar.

Phase 1

Foundations

Unit systems, safety, communication standards, EMR, and general patient assessment. The non-negotiable baseline every nurse needs on day one.

Chapters 1–3
Phase 2

Core Practice

Head-to-toe systems review. Skills performed with direct supervision. Dysrhythmia course completion required before Phase 3.

Chapters 4–12
Phase 3

ICU Transition

High-acuity specialty topics. Increasing independence. Advanced monitoring, vasoactive drips, vents, sepsis bundles, emergency response participation.

Chapters 13–18
Phase 4

Unit Integration

Full patient load. Preceptor as safety net only. Procedural mastery, high-alert medications, and independent sign-off.

Chapters 19–21
From the Orientee Handbook — What to Expect
ICU Nursing Orientee Handbook & Workbook
Phase 1 – Foundations

Shadow your preceptor. Observe, ask questions, learn the unit flow. Focus on Chapters 1–3.

Phase 2 – Core Practice

Begin performing skills with direct supervision. Your preceptor will be at the bedside with you. Chapters 4–12.

Phase 3 – ICU Transition

Increasing independence. Manage 1–2 patients with your preceptor available nearby. Chapters 13–18.

Phase 4 – Unit Integration

Near-independent practice. Full patient load with preceptor as a safety net. Chapters 19–21.

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Phase 1 – Foundations

Orientation & Safety · Chapters 1–3

Learning Focus

  • EHR navigation & documentation
  • Unit policies: fire plan, HIPAA, event reporting
  • Safe patient handling & mobility protocols
  • Admission assessment, falls risk, alarm management
  • End-of-life care & organ donation awareness

Patient Assignment

  • Preceptor leads all care; orientee observes and assists
  • 1 patient with preceptor at bedside at all times

Milestones Before Advancing

  • ✓ Full admission documentation completed independently
  • ✓ Verbalizes RACE/PASS; locates emergency equipment
  • ✓ Demonstrates HIPAA-compliant behavior
  • ✓ Head-to-toe assessment with preceptor review
  • ✓ Chapters 1–3 checklist items signed off
From the Preceptor Guidebook — Ch. 1
ICU Preceptor Guidebook · Chapter 01
Preceptor Talk Track
Suggested Language

"Day 1–2: Focus on physical layout, emergency responses, call bell, clocking, and EHR login. Layer in event reporting, email, and intranet navigation as opportunities arise naturally during care."

Real-Time Teaching

"We just had a rapid response on the floor — let's debrief what you noticed about the activation process."

Competency Progression Map
ObservedPreceptor demonstrates while narrating. Ask orientee to identify key steps.
PerformedOrientee performs with preceptor at bedside. Coach through steps; intervene only if patient safety is at risk.
CompetentOrientee performs independently. Preceptor available nearby. Debrief at end of shift.

Manager Note

Phase 1 is the safety foundation. Do not advance until EHR and safety competencies are signed off.

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Phase 2 – Core Practice

Review of Systems · Chapters 4–12

Learning Focus — Systems Review

  • GI: NG/OG tubes, feeding tubes, bowel management
  • Cardiovascular: hemodynamics, rhythms, vasoactive meds, EKG
  • Respiratory: oxygen delivery, NIV, ventilators, ABGs
  • Neuro: GCS, pupils, stroke, seizure
  • GU: Foley care, I&O, renal assessment
  • Integumentary: wound staging, Braden, pressure injury
  • Psychosocial: family communication, cultural care

Hard Gate — Required Before Phase 3

  • ✓ Dysrhythmia course completion verified
  • ✓ Independent full systems assessment
  • ✓ SBAR escalation demonstrated
  • ✓ Chapters 4–12 checklist signed off

Manager Note

Dysrhythmia course is a non-negotiable gate. Coordinate scheduling early — don't let it bottleneck the Phase 2/3 transition.

From the Orientee Handbook — Ch. 5 Cardiovascular
ICU Orientee Handbook · Chapter 05 — Cardiovascular
Key Knowledge
  • Heart Sounds: Auscultate at 4 landmarks — Aortic (2nd ICS RSB), Pulmonic (2nd ICS LSB), Tricuspid (4th ICS LSB), Mitral (5th ICS MCL).
  • Telemetry: 5-lead: White-right, Black-left, Green-right leg, Red-left leg, Brown-V1. Monitor rate, rhythm, PR, QRS, ST changes.
  • Vasoactive Meds: Norepinephrine (first-line septic shock), vasopressin, epinephrine, dobutamine. Central line, dedicated lumen, titrate to MAP goal.
Skills Checklist
Auscultate heart sounds at all 4 landmarks and document findings
Apply telemetry leads correctly and set appropriate alarm parameters
Zero and level an arterial line at the phlebostatic axis
Identify and respond to sinus bradycardia, A-fib, and VT on the monitor
Safely initiate and titrate a vasoactive infusion per protocol
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Phase 3 – ICU Transition

Specialty & Critical Care · Chapters 13–18

Learning Focus — High Acuity

  • SIRS / Sepsis: definitions, NEWS, Hour-1 bundle
  • Pain: PCA, drip titration, 0–10 scale & non-verbal pain scale
  • Deteriorating patient: provider communication, emergency response participation, mock codes
  • ACLS certification required for nurses without a current card
  • Post-op care: hernia and orthopedic complications
  • Acute alcohol withdrawal: CIWA-Ar, DTs, seizure protocol

Milestones Before Advancing

  • ✓ Manages vasoactive drips with minimal prompting
  • ✓ Demonstrates effective provider communication
  • ✓ Demonstrates sepsis bundle compliance
  • ✓ ACLS card current · Chapters 13–18 signed off

Manager Note

Confirm with the preceptor that the orientee shows clinical reasoning — not just task completion — before Phase 4.

From the Scenario Library — Sepsis Recognition & Response
Cascade Scenario Module · Sepsis Recognition & Response
Clinical Scenario

Mr. Washington, 74M, admitted 2 days ago for left hip fracture repair. During your 1400 assessment: HR 104 (was 78), BP 106/62 (was 132/74), RR 24, Temp 38.2°C, SpO2 95% on RA. More lethargic than this morning. Wife says he's "not himself."

⚡ Decision Point — What should you be thinking?

Multiple vital sign changes + new confusion post-op demands investigation. Do not assume fatigue.

Calculate NEWS score + screen for sepsis — RR 24, HR 104, BP 106, Temp 38.2, new confusion. Total = 10. HIGH score → emergent response.
"He's probably just tired" — DANGEROUS assumption.
Give Tylenol and recheck — masking a potential emergency.

📋 Teach Time: 8–10 min · Format: Read aloud, pause at decision points · Cascade: Teach your peer before your next shift

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Phase 4 – Unit Integration

Procedural Mastery · Chapters 19–21

Learning Focus

  • IV access: peripheral, central venous, line maintenance & troubleshooting
  • Blood product administration & transfusion reaction management
  • Medication administration: high-alert meds, drip management, ISMP standards
  • Full independent patient management
  • Charge nurse communication & unit leadership basics

Completion Criteria

  • ✓ All 21 chapters signed off on orientation checklist
  • ✓ Preceptor attestation of independent practice
  • ✓ Manager sign-off for independent assignment

Manager Note

Phase 4 completion = orientation complete. Acknowledge it with the nurse and preceptor — it matters more than you think.

From the Teaching Kit Library — Ventilator Management
Cascade Teaching Kit · Ventilator Management
Teaching Script — At the Ventilator
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The Basics (2 min)

"There are three things I want you to always check: Mode (how it delivers breaths), Settings (what we set — TV, Rate, FiO₂, PEEP), and Measured Values (what the patient is actually doing)."

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Understanding Modes (3 min)

AC/VC — set tidal volume, every breath. Most common initial mode.
AC/PC — set pressure, volume varies. Used in poor lung compliance (ARDS).
PSV — patient-initiated, pressure-supported. Weaning.

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Alarm Troubleshooting (3 min)

"If the monitor looks abnormal — look at the patient first. Check leads, connections, assess the patient before treating the monitor."

📋 Teach Time: 10 min · Format: Hands-on at ventilator · Cascade: Teach your peer before your next shift

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What's in the Resource Library

Everything lives on the Thompson ICU Hub — organized by type, print-ready, and editable. One link for preceptors, orientees, and managers.

📋 Core Documents

  • ICU Preceptor Guidebook 21 chapters
  • Orientee Handbook & Workbook
  • RN Orientation Checklist

🛠️ Teaching Kits

  • Arterial Line & CVP Monitoring
  • Ventilator Management
  • Central Line Maintenance
  • Chest Tube Management
  • Blood Product Administration
  • + 6 more kits

🧠 Scenario Modules

  • Sepsis Recognition & Response
  • Cardiac Arrhythmia Response
  • Respiratory Failure Escalation
  • Deteriorating Patient SBAR
  • + 6 more scenarios

🃏 Pocket Cards

  • ABG Interpretation
  • Pain Assessment
  • GCS & Neuro Checks
  • NEWS / Sepsis Screening
  • Delirium Assessment
  • + 7 more cards

💻 Digital Tools

  • ECG / Dysrhythmia Webapp Live
  • ABG Practice Game Live
  • Power Minutes (IV, A-Line, Chest Tube, Central Line)
  • Med-Surg → ICU Cross-Train Hub

📊 Tracking

  • Cascade Education Tracker
  • Phase progress (Orientee Workbook)
  • Preceptor competency sign-off pages
Sample — Pain Assessment Pocket Card
Pocket Reference Card · Pain Assessment in the ICU
NRS — Numeric Rating Scale (Verbal Patients)

"On a scale of 0–10, with 0 being no pain and 10 being the worst pain imaginable, what is your pain level right now?"

ScoreSeverityGoal
0No painMaintain comfort
1–3MildNon-pharm first
4–6ModeratePRN analgesics; reassess 30–60 min
7–10SevereNotify provider if uncontrolled
CPOT — Non-Verbal / Intubated Patients

Use CPOT when patients cannot self-report. Total score: 0–8. Score ≥3 suggests significant pain.

  • Facial Expression — Relaxed (0) / Tense (1) / Grimacing (2)
  • Body Movements — Absent (0) / Guarding (1) / Restlessness (2)
  • Muscle Tension — Relaxed (0) / Tense (1) / Very rigid (2)
  • Vent Compliance — Tolerating (0) / Coughing (1) / Fighting (2)
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A Note on These Resources

Content Status

The documents, teaching kits, and checklists in this library were developed using generalized, evidence-based clinical content as a foundation — drawn from the same body of work being prepared for a future ICU nursing reference.

They have not yet been reviewed or aligned with Thompson-specific policies, protocols, or practice standards.

What That Means for Next Steps

  • The framework and structure are solid — the content needs your clinical expertise to finalize
  • Each chapter and checklist item should be reviewed against Thompson policy before going into active use
  • This is an invitation to collaborate — not a finished product being handed down

Who Should Be Involved in Review

  • Unit managers and charge nurses
  • Experienced preceptors from both ICU and med/surg
  • Pharmacy (medication chapters)
  • Risk management / compliance (policy alignment)
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A Shared Foundation — Built for Both Units

The orientation checklist isn't two separate documents. It's one shared framework — the ICU version incorporates additional critical care items throughout. The core is identical.

🏥 Med/Surg Orientation

  • Phases 1–2 (shared): EHR, safety systems, head-to-toe assessment, all body systems, sepsis, pain management, IV access, medications, blood products
  • Phase 3 — Med/Surg specialty: Post-op care, wound management, chest tube management, telemetry & dysrhythmia (tele context), deteriorating patient response, mock codes (med/surg scenarios), ACLS optional
  • Phase 4 — Unit Integration: Full independent assignment, preceptor attestation, manager sign-off
Phases 1–2 sharedPhase 3 — Med/Surg specialtyPhase 4 — Unit integration
Same topics,
unit context

🫀 ICU Orientation

  • Phases 1–2 (shared): EHR, safety systems, head-to-toe assessment, all body systems, sepsis, pain management, IV access, medications, blood products
  • Phase 3 — ICU specialty: Advanced hemodynamics, vasoactive drips, mechanical ventilation, arterial lines & CVP, Ceribell & advanced neuro, dysrhythmia (ICU context), hemodialysis, mock codes (ICU/arrest scenarios), ACLS required
  • Phase 4 — Unit Integration: Full patient load, preceptor as safety net, procedural mastery, manager sign-off
Phases 1–2 sharedPhase 3 — ICU specialtyPhase 4 — Unit integration
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A Proposal for Med/Surg: The Same Framework, Your Context

The phased model isn't ICU-specific — it's a structure. Since the checklists already share a foundation, adapting it for med/surg is less work than building something new.

What a Med/Surg Version Would Look Like

  • Phase 1 – Foundations: identical — EHR, safety, general assessment
  • Phase 2 – Core Practice: body systems review with med/surg emphasis — same checklist chapters, med/surg patient context
  • Phase 3 – Unit Practice: specialty med/surg topics — post-op, wound care, complex medication management, telemetry basics
  • Phase 4 – Unit Integration: full independent assignment, charge communication, preceptor attestation

Why It's Worth Considering

  • Replaces informal orientation with a consistent, documented framework
  • New grads and experienced hires follow the same structure — no more individual tracks improvised by each preceptor
  • Staff who cross-train between med/surg and ICU share language and recognized competencies
  • One institutional framework makes onboarding travelers and agency staff easier

What This Is Not

This isn't a mandate — it's an offer to collaborate. The ICU framework and resource library already exist. Adapting it for med/surg means customizing, not starting over.

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Bridge Track — ICU Transition for Nurse Residents & Med/Surg Cross-Trainers

For nurses who already have a solid med/surg foundation and are transitioning to the ICU — a focused pathway that validates what they know and builds what they need.

Who This Is For

  • Nurse residents transitioning from med/surg to ICU
  • Med/surg nurses cross-training to the ICU
  • Experienced nurses new to Thompson with prior ICU background

How It Works

  • Everyone starts at Phase 1 at Thompson — no exceptions
  • Experienced nurses move through Phases 1–2 rapidly
  • Gaps identified along the way are addressed individually
  • Time and focus shift to Phase 3–4 ICU-specific content sooner
  • Same checklist, same milestones, same sign-off process

Phase 3–4 Focus for Bridge Track

  • Advanced hemodynamic monitoring & pressure lines
  • Vasoactive & sedation drip management
  • Mechanical ventilation
  • Dysrhythmia interpretation — ACLS certification
  • Chest tube management
  • Mock codes & emergency response participation
  • Hemodialysis patient care
  • Cerebellar & advanced neuro assessment
  • ICU-specific documentation & provider communication

Manager Note

The Bridge Track makes cross-training a structured, visible process — not an informal arrangement. It gives med/surg managers confidence that their nurses are fully prepared before transitioning.

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The Manager's Role in the Phased Model

At Orientation Start

  • Assign a primary preceptor — the phased checklist ensures continuity if a different preceptor occasionally needs to step in
  • Ensure preceptor has Guidebook and Hub access
  • Establish expected entry phase based on experience level
  • Schedule a mid-point check-in at end of Phase 2

Phase Transition Decisions

  • Preceptor recommends advancement; manager approves
  • Checklist sign-offs must be complete before advancing
  • Phase 4 completion requires manager final sign-off

Supporting Your Preceptors

  • Protect preceptor/orientee pairs on the same shifts
  • Don't pull the preceptor to charge during orientation
  • Check in weekly — not just when there's a problem
  • Surface concerns early; don't wait for a late-phase crisis
  • Recognize the extra effort — publicly when you can

Red Flags to Watch For

  • Checklist not progressing by end of Phase 2
  • Preceptor/orientee interpersonal conflict
  • Dysrhythmia course not scheduled by mid-Phase 2
  • Orientee avoiding procedures rather than attempting them
  • Preceptor signs of burnout — consider a co-preceptor
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One Framework. Both Units. One Hub.

The Framework Is Built —
Now We Refine It Together

The structure, documents, teaching kits, and digital tools are in place. The next step is clinical review and alignment with Thompson policies and practice — and that's where your expertise comes in.

thompson.danamitchell.icu
Questions? Let's talk.
Dana Mitchell · ICU Nurse Educator · FF Thompson Health · March 2026
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