10/30/2023

How to Train Unit Secretaries Correctly



The importance of a well-trained unit secretary can always be emphasized. The unit secretary performs critical functions that contribute to the overall success of healthcare teams and patient outcomes. Unfortunately, many training programs for unit secretaries are inadequate, leading to confusion, errors, and frustration among unit secretaries and healthcare teams. In this blog, we will discuss the importance of training unit secretaries correctly and provide tips for training them effectively.


Understand the role of the unit secretary.

The first step in training unit secretaries is understanding their roles and responsibilities. The unit secretary is responsible for various duties, including answering phone calls, scheduling appointments, maintaining patient records, processing orders, and ensuring the unit runs smoothly. Clearly define their role and expectations, and ensure they understand their role in the team and the care they provide to the patients.



Tailor your training to the needs of individual unit secretaries.

Not all unit secretaries are equal, and neither are their training needs. While some may require more in-depth training due to their experience level or other factors, new unit secretaries may have different learning needs. Ensure that you tailor their training to their individual learning needs. You can provide classroom-based training, online resources, on-the-job training, and coaching.



Utilize tools to facilitate training.

Training tools can be a valuable asset when training unit secretaries. They can include templates for forms, process guidelines, and checklists for everyday tasks. Having a range of resources and documentation to support learning provides a quick reference point for unit secretaries in performing their duties and increases their confidence and ability to perform efficiently.


Encourage ongoing learning and development.

Efforts to train unit secretaries should continue even after the initial training is complete. Encourage unit secretaries to learn continuously and develop new skills to stay relevant. This can include attending conferences, workshops, further training, coaching, mentoring, and being involved in professional associations.


Monitor and evaluate training effectiveness.

Finally, it is important to monitor and evaluate the effectiveness of your training program. You can identify areas for improvement and further training by periodically assessing your unit secretary's performance. You can also evaluate your training methods and adjust accordingly to ensure that they align with the current needs and requirements of the unit.



The unit secretary plays an essential role in delivering care within healthcare teams. If a unit secretary's duties are performed correctly, the team's efficiency may decrease, and patient care can be affected positively. Therefore, it is vital to train unit secretaries correctly and support them in developing the skills and knowledge required for their roles. 


Understanding the importance of their role, tailoring their training to their learning needs, providing tools to facilitate the training, encouraging ongoing learning and development, and monitoring training effectiveness will improve the performance of your unit secretary and your healthcare team's overall success.

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