Preceptor Case Log Review

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Preceptor Case Log Review
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Review Case Logs As Preceptor

The Case Log feature allows students to enter their clinical experiences and track patient encounters. When students submit their Case Logs, you can review them (and approve them if required). You can also pull a report and filter by your specific needs.

Step 1:

From your Home Page, within the Preceptor Notifications table, click the "You have 6 Case Log(s) to review" button.

Image pointing to Manage Case Logs button in Preceptor Notifications section

You can also access the Case Logs by clicking the "Case Logs" button on your navigation bar.

NOTE: If you do not see the Case Logs button in your navigation bar, click "More" and from the drop-down click "Case Logs".

image preceptor nav bar pointing to Case Logs icon

Step 2:

On the Manage Case Logs page, find the appropriate Case Log Type (you may have more than one type depending on the Institution or if you are connected to multiple locations), then click the "Case Log Type Link".

image Manage Case Logs table, pointing to Case Log type


Case Logs Table

The Case Log Table is filtered by Requires Attention and Historical.

image Manage table highlighting Requires Attention and historical button

Step 1:

If the Case Log requires approval, click the "Requires Attention" button.

image Manage table highlighting Requires Attention button

Step 2:

On the Manage page, click the "Edit" (pencil icon) button in the Actions column.

image Manage case Log Table pointing to edit button

Step 3:

On the Case Log Detail page, review the Log as needed.

Scroll down to the bottom of the screen. Here you can enter any notes in the "Preceptor Notes" area and then set the Approval to either 'Approve', 'Deny', or 'Needs Info'.

NOTE: The 'Needs Info' selection will send the Log back to the member and allow them to review and change their Log if necessary. While selecting 'Approve' or 'Deny' locks the log and continues the approval process.

image bottom of Case Log highlighting Approval choices, notes field, and Save button

Once you selected the approval action and entered any notes, click one of the following:

  • "Save" to save the Log and exit.
  • "Save & Next" to save the Log and move to the next Log requiring Attention.
  • "Skip" to move to the next case log that requires Attention.

Historical Logs

If you want to see further details of Logs already submitted/approved while on the Case Logs table, click the "Historical" tab to change your view.

Click on the "View" (eye icon) button under the Actions column.

Image pointing to eye icon under Actions column historic view


Case Log Reports

Step 1:

From your Home Page, click the "Case Logs" button on your navigation bar.

image preceptor nav bar pointing to Case Logs icon

Step 2:

Click on the "Case Log Type" link.

image Manage Case Logs table, pointing to Case Log type

Step 3:

Click on "Case Log Report" at the top of the Case Log table.

image Manage case log highlighting report button

Step 4:

Here, you will see details and run a report of the case logs you have connected with (based on your rotations).

You can filter your results using the various filter and drop-down menus, including:

  • Member
  • Encounter Date - Start
  • Encounter Date - End --Course
  • Rotation
  • Clinical Site
  • Rural Visit
  • Underserved Area/Population
  • Group Encounter

To Apply filters: Select what you want to filter by and click "Submit."

report optional filters form highlighting submit button

Step 5:

To Print or Export the Case Log Report, click the "Print" or "Export" button located above the results.

report header highlighting Print and Export button


To learn more, please contact ACEMAPP Support at 844-223-4292 or email us at support@acemapp.org.

A rotation is a scheduled clinical experience.

A rotation is a scheduled clinical experience.

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