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Tactic 3: Develop standardized onboarding process for students and preceptors & Integrate students into the work of ambulatory primary care settings in useful and authentic ways

This tactic team is developing resources to:

  • Ease the administrative burden on community faculty (preceptors) at ambulatory clinical sites by standardizing documentation
  • Help preceptors integrate the student more easily into the practice, 
  • Increase student value to the practice
  • Aid teaching programs in administering clinical clerkship (rotation) experiences


The team is developing student onboarding resources and processes that will include:

  • A student passport that captures a student's training, screenings, clerkship background, objectives for the current clerkship, and basic information about the student. 
  • Education for students on how to hit the ground running at their clerkship site
  • Three online training modules for students: "How to Create a High-Quality and Billable Note in the Medical Record," "How to Perform Medication Reconciliations," and "Motivational Interviewing.”
  • Promotion of curriculum to meet goals and objectives outlined in the appendix of the AAMC’s  Recommendations for Preclerkship Clinical Skills Education for Undergraduate Medical Education

The team is developing preceptor onboarding and processes that will include:

  • Use of the AAMC Uniform Clinical Training Affiliation Agreement with preceptors
  • A faculty appointment onboarding process where administrative personnel at the institution assist new preceptors in developing and formatting CVs during a phone interview. 
  • An online STFM course on Giving Feedback

These resources and processes will be piloted as part of Tactic 4.

Copyright 2018 by Society of Teachers of Family Medicine