Workplace Investigation Tactics: Get Results & Protect Your Practice

Length: 60 Minutes Expert: Don Phin, Esq.

When you suspect wrongdoing has occurred at your practice, the next logical step is to conduct a workplace investigation. Sounds easy enough, right? WRONG.

There are very specific steps that you can and cannot take while conducting your workplace investigation. Especially when you are addressing sensitive situations like discrimination, harassment, retaliation, etc. Sorting through the massive checklist you must follow to compliantly perform workplace investigations can be time-consuming and confusing.

Fortunately, help is here.

This is where expert human resources attorney Don Phin, Esq., can help you avoid legal, HR, and compliance disasters. During his 60-minute online training, Don will walk you through the specific steps you must take to perform a workplace investigation that protects your practice from exposure to significant legal and financial issues.

Here are just a few of the proven strategies you’ll find that will help you conduct and document a workplace investigation at your medical practice that is effective and doesn’t get you into trouble:

  • Discover which staff members should be on your investigation team
  • Pinpoint the legal obligations that should guide your workplace investigations
  • Create a checklist that helps you collect facts, documents, and witnesses
  • Assess witness credibility with simple — yet effective —questions
  • Uncover the information that must be in your post-investigation report
  • Master the step-by-step process of making critical risk management decisions
  • Stop staff members from questioning your methodology with key strategies
  • Determine which deadlines you must meet to avoid accusations of lax timelines
  • Pinpoint the tactics that will help you quickly get to the truth
  • Maintain confidentiality among witnesses with ironclad practices
  • Calculate the appropriate discipline when wrongdoing is confirmed
  • And much, much more!

IMPORTANT: Your workplace investigation doesn’t involve the same evidentiary standards as a trial. Even so, the quality of your investigation can be scrutinized if there are legal proceeding that challenge your findings and actions. Accordingly, it is important that your workplace investigation be bulletproof.

Time is of the essence when conducting a workplace investigation, so don’t be caught off guard.  Ensure you’re ready to conduct a workplace investigation that gets to the bottom of the issue AND protects your practice from litigation.

Think it can’t happen to you? Well, think again. Recently, a practice investigated accusations that a physician was intoxicated at work and subsequently forced the doctor into a leave of absence. The doctor sued and was awarded nearly $5 million, partly due to the practice’s questionable investigation. The reality is that a mishandled workplace investigation can easily lead to a legal nightmare.

Attending this attorney-led online training will help you improve your workplace investigation skills, protect your practice from accusations of wrongdoing and avoid lawsuits penalties and fines. Don’t wait — register today.

Meet Your Expert

Don Phin

Don Phin is a California employment law attorney. Since leaving his litigation practice more than twenty years ago, he has consulted with hundreds of companies to help improve their employment practices. He has presented in person over 600 times to CEOs, HR, and other executives on what works in leadership and employee relations.

Don built HRThatWorks, an online HR compliance and strategy program, used by 3,500 companies and sold to ThinkHR in 2014. In addition to consulting and speaking, Don does executive coaching and workplace investigations.


I thought the webinar was very interesting and informative.
Jolene Pickford
365 Medical Billing Services