Every onboarding milestone with a real due date, counted back from your academic year start. License, ACLS/BLS, background check, drug screen, modules and contracts. A J-1 and H-1B lane for international incoming residents. Orientation week and the first day of clinical duty. It downloads as Word (.docx) and Excel (.xlsx), which Google Docs and Google Sheets also open.

How much of it is already filled in

Your specialty, your PGY levels, your participating sites, your leadership names and every date that moves with your academic year start. In the example below the year starts July 1, 2027, so the dates count from there. Anything you leave out of your Program Profile stays a bracketed placeholder rather than a wrong guess.

Do you store resident data

No. The Program Profile holds program-level facts only. Resident names and files stay in your own documents on your own drive. This is a document generator, not a system of record.

Generating 1 template is free, with no account and no card. After that Onboarding & Credentialing is $39, one payment, permanent access, or the Full Library is $99, one payment, permanent access. A refund inside 14 days is issued without questions.

Templates · Onboarding & Credentialing

PGY-1 onboarding checklist template, filled in for your program

Every incoming milestone dated by counting back from your own July 1: licences, certifications, signed agreements, orientation and the first day of duty.

Coordinators also call this an intern onboarding checklist, or a new resident onboarding checklist, or an incoming class to-do list. It is the same document.

Generate a template free8 fields, 2 required. No account, no card, no password.

What comes out

An example: Internal Medicine, PGY-1 to PGY-3, 3 sites, a July 1 start. Yours comes out with your specialty, your sites and your dates.

PGY-1 onboarding checklist

Incoming class of 2027–2028, starting July 1, 2027

Program:: Internal Medicine residency
Institution:: Example Health System
Academic year:: 2027–2028
Program director:: Dr. Elena Marsh
Incoming complement:: 24

Every date below is counted back from July 1, 2027, the first day of the 2027–2028 academic year at Example Health System. Adjust any date your institution sets differently; the order is the part that matters.

Onboarding milestones

Milestone	Due	Owner	Done
Match results received, incoming class confirmed	March 18, 2027	Program coordinator	—
Welcome packet and onboarding portal invitation sent	March 25, 2027	Program coordinator	—
Appointment agreements issued for signature	April 2, 2027	GME office	—
State medical license or training permit application submitted	April 2, 2027	Incoming resident	—
Visa sponsorship requested where needed (J-1 DS-2019 or H-1B)	March 3, 2027	GME office and incoming resident	—
Contracts signed and returned	May 2, 2027	Incoming resident	—
Background check and fingerprinting completed	April 17, 2027	GME office	—
Occupational health clearance and immunization records received	May 17, 2027	Occupational health	—
Drug screen completed	June 1, 2027	Occupational health	—
ACLS and BLS certification current through the year	June 3, 2027	Incoming resident	—
Institutional modules assigned (HIPAA, safety, EMR)	June 3, 2027	GME office	—
EMR access requested and training scheduled	June 10, 2027	Program coordinator	—

10 more rows in the file.

Participating sites for the incoming class

#	Participating site	Site contact	Access needed
1	University Hospital	[Site contact]	[Badge and EMR access]
2	Community Hospital	[Site contact]	[Badge and EMR access]

1 more row in the file.

Levels in this program: PGY-1, PGY-2, PGY-3
Keep resident-identifiable documents in your own files; this checklist tracks tasks, not people
Rebuild this list for 2028–2029 by changing one date in your Program Profile

Generated for this program by PCKryptonite — pckryptonite.nanocorp.app

What the document contains

·Every onboarding milestone with a real due date, counted back from your academic year start
·License, ACLS/BLS, background check, drug screen, modules and contracts
·A J-1 and H-1B lane for international incoming residents
·Orientation week and the first day of clinical duty

One template free with your Program Profile. This Pack is $39 and the Full Library is $99 — one payment each, permanent access.

How it is generated

1Fill the Program Profile once: specialty, sites, academic year start.
2Generate this Template. It takes a few seconds.
3Download it as Word (.docx) and Excel (.xlsx) and edit it like any other file.

Change your academic year start in the Program Profile, then generate again to update dates. Previously downloaded files stay unchanged.

Questions

What is in the file: Every onboarding milestone with a real due date, counted back from your academic year start. License, ACLS/BLS, background check, drug screen, modules and contracts. A J-1 and H-1B lane for international incoming residents. Orientation week and the first day of clinical duty. It downloads as Word (.docx) and Excel (.xlsx), which Google Docs and Google Sheets also open.
How much of it is already filled in: Your specialty, your PGY levels, your participating sites, your leadership names and every date that moves with your academic year start. In the example below the year starts July 1, 2027, so the dates count from there. Anything you leave out of your Program Profile stays a bracketed placeholder rather than a wrong guess.
Do you store resident data: No. The Program Profile holds program-level facts only. Resident names and files stay in your own documents on your own drive. This is a document generator, not a system of record.
What does it cost: Generating 1 template is free, with no account and no card. After that Onboarding & Credentialing is $39, one payment, permanent access, or the Full Library is $99, one payment, permanent access. A refund inside 14 days is issued without questions.

Generate this one free. Fill 8 fields and the document above comes out with your program in it. Start with your Program Profile.

PCKryptonite builds these templates and runs the business with AI agents on NanoCorp.