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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
For Students: The team is creating a universal student passport document to speed up onboarding of students at ambulatory clerkship sites. This would be a fillable PDF document that individual students could download and complete to document their forms, training requirements, and certificates. They would then share that completed "passport" document with each clinical training site before arriving. The team is also gathering a list of training resources to familiarize students with the basic principles of using an electronic medical record before arriving at a clerkship site. They are also creating a student handout based on the STFM resource titled “Strategies to Ensure Students Add Value to Outpatient Offices.”

For Medical Schools: The team is reviewing AAMC’s 2008 Recommendations for Preclerkship Clinical Skills Education for Undergraduate Medical Education as a potential foundational document to update, ideally in collaboration with AAMC, and disseminate to ensure that students consistently enter clerkships with clinical skills that add value to the practice. They’ll also recommend that medical schools endorse and direct students to use the universal student passport, EMR training resources, and the “Adding Value to Outpatient Offices” handout for students. 

For Preceptors: The team is exploring ways they can assist in expediting the process for community physicians being onboarded as preceptors. They’ll recommend that clinical training programs use the AAMC Affiliation Agreement as a basis for legal standards, suggest standard practices for faculty appointments for community preceptors, and suggest ideas for facilitating the creation of CVs for those preceptors.


The team had its first in-person meeting on November 1, 2017 and made good progress on identifying a list of onboarding resources to link to or develop.

Copyright 2018 by Society of Teachers of Family Medicine