1. Creating a positive learning environment a community preceptors perspective Tobe Harberd, md

2. Objectives: Best practices in welcoming/orienting students
Setting appropriate expectations
Providing effective feedback

3. Disclosures:
No financial disclosures

4. Chelan, wa

5. Orientation best practices
Prearrival planning
2 weeks prior to rotation start date
Confirm arrival date & time
Accommodate travel from other sites
Discuss tentative orientation day schedule
Confirm housing location & provide contact information

6. Orientation best practices
Orientation Day
Allot several hours to meet exclusively with student
Provide detailed schedule of orientation day
Personal tour of facilities (clinic, hospital, housing)
Arrange time with appropriate departments
IT, HR, medical records
Confirm clinical start time

7. Orientation best practices
Scheduling Tips
Printed monthly schedule
Avoid too many preceptors (3-5 ideal)
Allot ½ day of flex time per week
Required community project, study time, online clinical cases
Include mandatory webinars and balint sessions
Testing days & travel time
Reassess/adjust monthly

8. Orientation best practices
Engage students outside of clinic
Arrange monthly preceptor dinners
Connect with other students (PT, PA, nursing)
Recreational opportunities (hiking, biking, skiing)
List of social activities (i.e. pub trivia)

9. Lake chelan community hospital

10. ESTABLISHING EXPECTATIONS
Student’s perspective
Personal goals for rotation
Improve PE/procedural skills, history taking, oral presentations, specialty exposure
Desired grade
Expectations
Clinical requirements
Personal time

11. Establishing expectations
Preceptor expectations
# of patient encounters/day
Clinical hours
Clinic times, hospital rounding, call, ER shifts
As explicit as possible (not just “ come if you want to”)
Encourage ownership of patients
Chart note completion

12. Establishing expectations
Grading
Provide WRITE anchor orientation
Outline requirements for desired grade
Family Medicine Clerkship grading criteria
Clinical, exam and final grade
Cumulative performance over time
“Not where you start, but where you finish”

13. Lake chelan

14. Effective feedback Foster a positive learning environment
Students thrive when comfortable
Real time is best
Quick recap after procedure
On the fly teaching
Set students up for success
Prepare in advance for patient encounters/procedures
Don’t overwhelm, pick 1 key aspect

15. Effective feedback Formal monthly evaluation
Schedule time on student’s calendar
Provide written evaluation
Include preceptor comments
Establish consistency
Individualize/personalize feedback
Helpful in final clerkship evaluation

16. Effective feedback Avoid generics
“You’re doing great, keep up the good work”
Provide patient specific examples
Constructive criticism is appreciated
Pick an item to improve upon

17. Questions?