How do I view the Clinicians and their progress in my assigned program as a Preceptor?

As a Preceptor, you can use your Skills dashboard to view the Clinicians (students) assigned to you and track their progress through a Skills program. This article walks through how to access your assigned programs and view Clinician progress.

For information about reviewing and signing off on Clinician progress, you can read this article.

Open Your Assigned Program

1. On your Dashboard, any assigned programs will appear under the section labeled Skills (Preceptor).
2. Select the program card for the relevant Skills program.

Each program card includes:

• Program name
• Number of checklists
• Number of assigned Clinicians
• Assignment date

Viewing Assigned Clinicians

1. After selecting the program card, you'll see two tabs:
   • All Clinicians: all Clinicians assigned to this program that you are allowed to view based on your assigned Preceptor role and hierarchy.
   • My Clinicians (an upcoming feature): a personalized list of Clinicians you’ve flagged .
      
2. In the All Clinicians tab, you'll see a sortable table of Clinicians, including:
   • Clinician name
   • Self-assessments completed
   • Skills reviewed
   • Days since assigned
   • Due date (if set)
      
3. If looking for a specific Clinician, you can filter or search using the search bar. Select a Clinician name to open their individual Skills review page. From here, you can view the checklists they've been assigned, see their self-assessment responses, and begin your Preceptor review.

For details on completing a review, check out this article.

Notes

• You can only view Clinicians who are assigned to the same program as you and are within your Preceptor role's hierarchy view.
• Clinicians must be assigned by an Admin. You cannot add or remove Clinicians from a program as a Preceptor.
• You must have an active subscription to access Preceptor features.