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Roles & Responsibilities

The Role of a Preceptor

  • Review course syllabus and objectives, plus learner objectives, to structure the experience.
  • Orient the student to the clinical site and staff.
  • Advise the student of expectations with respect to communication, attire, documentation, and patient visits, teaching and disposition.
  • Provide access to patients and help the student select appropriate patients to develop the advanced practitioner role.
  • Promote a positive learning environment – encourage inquiry, critical analysis, and reflection.
  • Provide direct supervision, which could include supervision of any clinical procedures practiced in your setting (ex. suturing, casting, & GYN exams/biopsies). Students will make a list of procedural competencies obtained.
  • Be present during all student clinical experiences – substitution is accepted during absences if cleared in advance.
  • Validate clinical findings and data reported by the student and review documentation in medical records.
  • Assist students in making differential diagnoses, offer a broad spectrum of treatment options from which they can choose, offer feedback to facilitate learning, and give homework assignments if desired.
  • Observe the student for steady improvement in critical reasoning, diagnostic thinking, exam techniques, plan development, and documentation.
  • Communicate with faculty regarding student progress, including if the student is not progressing clinically or there’s any breach of professionalism.
  • Engage with the clinical evaluator to discuss student progress.
  • Complete and submit evaluations.

The Role of Faculty/Staff/Program

  • Verify preceptor/site eligibility including clinical agreement/contract.
  • Monitor student passport and onboarding, verify this is current.
  • Ensure clinical experience aligns with program/course objectives.
  • Provide preceptor resources for the role.
  • Make clinical site visits.
  • Sign off on E*Value entries weekly.
  • Facilitate communication between program, student, and preceptor.
  • Evaluate student written assignments including SOAP notes.

The Role of the Student

  • Verify that all onboarding requirements have been met.
  • Communicate with clinical evaluator to receive permission to begin clinical rotation.
  • Communicate with preceptor regarding learner objectives.
  • Negotiate a schedule with preceptor and determine date(s) for the clinical site evaluation(s).
  • Arrive to site early, review preceptor schedule and determine plan for the day.
  • Be prepared with equipment and resources.
  • Complete any review as requested by preceptor prior to arriving at the site.
  • Be professional, respectful, thankful, and engaged.
  • Perform data collection, interpretation of diagnostics, identify differential diagnoses and working diagnosis, develop and implement a care plan and document encounter (either in EMR or written form) for each exposure.
  • Document all encounters and hours in E*Value within 48 hours of rotation.
  • Complete and submit all evaluations including preceptor evaluation.


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