Skills in Medbridge support two optional features that enhance the evaluation experience: learning resources that Admins can attach to individual skills, and an automatically generated self-assessment survey that helps Preceptors understand where each Clinician feels confident or uncertain before evaluation begins.
Attaching Resources to Skills
Each skill can have one or more learning resources attached to it. These might include Medbridge courses, PDF handouts, policy documents, or other reference materials relevant to that skill.
Resources are visible to Clinicians when they review their checklist and are intended to support preparation and context - they are not tied to skill completion. A Clinician does not need to complete or interact with a resource in order for the skill to be evaluated or marked complete.
When deciding whether to attach a resource, consider whether there is a specific course, policy, or reference that would genuinely help a Clinician prepare for that skill. Avoid attaching resources just to fill the field; focused, relevant materials are more useful than a long list.
The Self-Assessment Survey
Once you add the first skill to a checklist, Medbridge automatically generates a self-assessment survey for that checklist. Clinicians are asked to rate their confidence on each skill before their Preceptor begins formal evaluations.
This survey gives Preceptors a starting point for the evaluation conversation. They can see at a glance which skills a Clinician feels less confident about and prioritize their time accordingly. It also gives Clinicians a structured way to reflect on their own readiness.
A few things to know about the self-assessment:
- It is generated automatically - you do not need to create or configure it separately.
- It is based on the skills in the checklist at the time of generation. If you add or remove skills after Clinicians have been assigned, review whether the survey still reflects the current checklist.
- Completing the self-assessment does not mark any skill as complete. Formal evaluation and sign-off always rests with the Preceptor.
For guidance on structuring the skills themselves, see Designing a Skills Program.