Quick Reference Guides

To support you during your teaching and assessment activities, a set of downloadable Quick Reference Guides is available. These guides provide clear, visual step-by-step instructions for completing common tasks in the Preceptor Portal.

You can use these guides at any time as a quick reference while working in the system.

Available Guides

1. Preceptor Portal Quick Reference Guide

A high-level overview of the Preceptor Portal, including key features, navigation, and workflows.

Covers:

• Reviewing student activity
• Completing assessments
• Using patient logs for context

👉 Download Guide: https://casewesternstoraccadmin.blob.core.windows.net/pdfdocs/Preceptor Portal Quick Reference Guide.pdf

What This Guide Includes

The guide is designed as a quick, visual reference and includes:

• Your Workflow
  Open assessment → Review patient logs → Submit feedback
• Dashboard Overview
  Understand your tasks, students, and assessment activity at a glance
• Weekly Assessments
  How to review requests, use patient logs, and complete evaluations
• Patient Logs
  How to review real student encounters you supervised
• Ad-Hoc Assessments
  Complete requests or initiate assessments yourself (including QR-based requests)
• Students Page
  Search students, review activity, and create new assessments directly

How to Use This Guide

You don’t need to read everything at once — use it based on what you’re doing:

• Getting started?
  Begin with the Quick Reference Guide overview
• Completing weekly feedback?
  Use the Weekly Assessments section
• Reviewing student activity?
  Refer to Patient Logs
• Providing quick feedback after an encounter?
  Use Ad-Hoc Assessments
• Want to initiate an assessment yourself?
  Use the Students section

Designed For You

These guides are designed to be:

• Quick to read
• Easy to follow
• Visually clear
• Available exactly when you need them

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