How do I review and sign off on Clinician skills as a Preceptor?

As a Preceptor, you're responsible for evaluating a Clinician's (student's) clinical skills within an assigned Skills program. This article explains how to access a Clinician's checklist, review their self-assessments, and complete your evaluation.

You can return to the Clinician's review page at any time to update or complete reviews but you cannot add or remove Clinicians from a program.

All evaluation data is logged for audit and reporting purposes and cannot be directly edited. If you need to fix a mistake or add additional notes to explain an issue, just make a note in the audit log.

For help viewing your assigned programs, you can read this article.

Navigating to the Program

1. From your Dashboard, find the Skills (Preceptor) section.
2. Select the Skills program you want to review.
3. Find the Clinician you want to review. You can use the search or filters. Select the Clinician’s name to open their review page.
4. On the Clinician’s review page, you’ll see:
   • Assigned checklists
   • Progress bar
   • Clinician self-assessment results for each skill
5. Select a checklist to begin reviewing.
6. Expand a skill to view the Clinician’s self-assessment response.

Completing Your Skill Review

For each skill:

1. Select an Evaluation Method (e.g., Observation, Demonstration).
2. Choose a Completion Status:
   • Completed: counts toward program completion
   • N/A: counts toward program completion
   • Remediation Needed: does not count toward completion
   • Not Reviewed: default status; does not count toward completion
3. Add a Note to explain your evaluation. Notes are saved to the audit log and visible to Clinicians. Adding clear feedback helps guide improvement and creates a strong documentation trail.
4. Once changes save, they will appear in the audit log.

If you change a skill from one status to another after saving, you'll be prompted with a confirmation modal.

Note: When reviewing the progress, please note that the progress bar at the top of the Clinician review page updates automatically. Only required skills marked as Completed or N/A count toward progress. Skills marked Remediation Needed or left Not Reviewed will not count.

Completing a Bulk Review

Use Bulk review to update many skills for one student at once.

1. On the Clinician’s program page, select the Bulk review button.
2. Use the status picker to select all items in a checklist with a given status (for example: Not Reviewed, Remediation Needed, N/A, or Completed). You can combine statuses to view items.
3. Select items to review. You can choose to select all items in each checklist or select individual items.
   
   Note: The Clinician’s Self-Assessment appears for context and includes the View assessment option, but it cannot be selected or edited here.
4. Once your items are selected, select Apply review to view the Bulk review options.
5. In the Bulk review panel, choose your review changes. Pick an Evaluation method from the drop down menu, choose a Review status, and enter an Evaluation note to be listed on all selected items.
6. When you’re ready, select Confirm.

If any of those items already had a completion status, you’ll be given a modal confirming you want to change that information. You can select Update to apply the changes (or Cancel to go back).