Oncology New Client Onboarding

---
name: oncology-new-client-onboarding
description: |
  Onboard patients diagnosed with cancer and their families smoothly into a oncologist's service in a cancer centre and oncology day unit.
  TRIGGERS - Use when a oncologist needs a new client onboarding pack for patients diagnosed with cancer and their families in a cancer centre and oncology day unit.
category: Oncology
license: MIT
version: 1.0
---
# New Client Onboarding Pack — Oncology

Onboard patients diagnosed with cancer and their families smoothly into a oncologist's service in a cancer centre and oncology day unit. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.
This skill is written for a oncologist working with patients diagnosed with cancer and their families in a cancer centre and oncology day unit.

## When to use
- You are a oncologist preparing, delivering or reviewing this part of your work in a cancer centre and oncology day unit.
- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Staging | classifying how far a cancer has spread |
| Adjuvant therapy | treatment given after primary therapy to reduce recurrence risk |
| Neutropenia | abnormally low neutrophil count raising infection risk |

## Workflow
1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from staging reports
2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on time from diagnosis to first treatment will be shared
3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns
4. **Step 4** - Make the first contact easy: named contact, directions to a cancer centre and oncology day unit, and what to do if plans change
5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or delayed diagnosis

## Profession-Specific Components
| Component | Details for Oncology |
|-----------|-------------------------------|
| Core documentation | staging reports; treatment plans; chemotherapy prescriptions; radiotherapy summaries |
| Core tools & equipment | infusion pumps; radiotherapy planning systems; PET-CT imaging; port access devices |
| People involved | patients diagnosed with cancer and their families; the oncologist; colleagues and other services in a cancer centre and oncology day unit |
| Primary record | staging reports — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in a cancer centre and oncology day unit] | **Objective:** [What this must achieve] | **Audience:** [patients diagnosed with cancer and their families and other stakeholders]

The finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in staging reports.
2. **Short-term:** Complete the workflow steps and record outcomes against time from diagnosis to first treatment.
3. **Medium-term:** Review results, close actions, and update local procedures in a cancer centre and oncology day unit.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| time from diagnosis to first treatment | Agree a local target and track the trend | Measured from staging reports and reviewed on a set cycle |
| treatment completion rate | Agree a local target and track the trend | Measured from staging reports and reviewed on a set cycle |
| grade 3-4 toxicity rate | Agree a local target and track the trend | Measured from staging reports and reviewed on a set cycle |
| one-year survival follow-up rate | Agree a local target and track the trend | Measured from staging reports and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: delayed diagnosis.
- Never let this happen: chemotherapy prescribing errors.
- Never let this happen: unmanaged treatment side-effects.
- Work only within the competence and authority of a oncologist; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to a cancer centre and oncology day unit's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A oncologist in a cancer centre and oncology day unit applies this workflow for patients diagnosed with cancer and their families: they open
staging reports, work through the five steps using infusion pumps, and close by recording
the outcome against time from diagnosis to first treatment and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)