Setting Expectations Checklist

□ Learner work space, reference materials *
□ Dress code: name tag, lab coat? *
□ Hours/ days patient care provided *
□ Parking, phone system, email *
□ Introduce staff, each one’s responsibilities *
□ Unique learning opportunities
□ (clinical activities, patient population, provider interests)

□ Community characteristics *
□ Community resources, arranging visits to them *
□ Where to buy groceries, do laundry *

□ Rotations completed *
□ Experience and skills mastered
□ Areas needing work
□ Specific knowledge, skills, and attitudes to develop
□ Grade expectations

□ Hours/ days learner in the office
□ Learner’s level of responsibility and autonomy in providing patient care
□ Hospital rounds, night/weekend call
□ Times preceptor is off; what to do
□ Amount of reading expected

□ Directions for writing chart notes, dictating, writing Rxs, referrals
□ How pts selected for learner to see
□ Length of time to spend with each pt
□ Hospital policies

□ Show respect to pts & staff; how?
□ Get to know pts?

□ Format for case presentations
□ Regular time & process for feedback
□ Integrate teaching and learning styles
□ Learner needs to explain needs
□ Criteria to evaluate learner (“what it takes to get honors”)
□ Learner self-evaluation before discussing preceptor’s evaluation
□ Topics that office staff might go over with learners

□ Absentee policy, how to notify office
□ A contact for questions or problems
□ How to reach preceptor in emergency

□ Relate rotation to learner’s career plan
□ Course objectives (medical school)
□ Criteria included in evaluation form
□ Requirements based on practice’s unique learning opportunities
□ Specific knowledge, skills, attitudes you notice learner needs to work on