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Preceptor Development Program (PDP)

Strategies for a Busy Practice: Orienting the Learner

Without a clear orientation process, learners can take as long as two weeks to figure out how to pace themselves, focus their ambulatory care encounters, set priorities for patient visits, write up charts, and present cases (Kurth, Irigoyen, & Schmidt, 1997, see Resources & Links).

The student or resident usually arrives first thing on Monday morning to a busy office. It is important, but difficult to take time at the very start of the rotation to discuss these topics with the learner. Here are some tips for an efficient and effective orientation.

  • Use a checklist to remember key points about your practice and to clarify your expectations.
  • Develop with the learner 4-6 achievable rotation objectives. These will help you focus your teaching for the rest of the rotation. Write them down and hang them in the clinical area, this helps other staff be aware of the learner’s interests so they can be involved in relevant cases.
  • Staff can help with the orientation. Your office manager can orient the learner to the office procedures, charting, scheduling, etc., and your lab technician can provide OSHA training.
  • You don’t need to sit down with the learner first thing at the start of the rotation. Have staff provide an initial orientation, give a brief introduction, and then have the learner shadow for part of the morning, allowing time for a more leisurely orientation at lunch.
  • If you find the first day of the rotation too hectic, ask your learner to meet you the evening before the first day of the rotation, as he or she arrives in town. This arrangement allows more time to meet in a more relaxed environment.

Any orientation tips? Go to Talk Back with Dr. PDP

Strategies