Quick Reference Guides

To support you throughout your rotation, a set of downloadable Quick Reference Guides is available. These guides provide simple, visual step-by-step instructions for the most common tasks in the Student Portal.

You can download and use these guides at any time as a quick reminder while working in the system.

Available Guides

1. Student Portal Quick Reference Guide

A high-level overview of the system, including key features and navigation.
Covers logging patients, requesting assessments, and tracking progress.

👉 Download Guide: https://casewesternstoraccadmin.blob.core.windows.net/pdfdocs/01 Student Portal Quick Reference Guide.pdf

2. How to Log a Patient

Step-by-step instructions for recording patient encounters, including selecting preceptors, adding conditions, and finalizing logs.

👉 Download Guide: https://casewesternstoraccadmin.blob.core.windows.net/pdfdocs/02 How to Log a Patient.pdf

3. How to Request an Assessment

Guidance on requesting both weekly and ad-hoc assessments, selecting preceptors, and tracking feedback.

👉 Download Guide: https://casewesternstoraccadmin.blob.core.windows.net/pdfdocs/03 How to Request an Assessment.pdf

4. Track Your Progress

Explains how to use the dashboard to monitor your activity, assessment status, and overall progress during your rotation.

👉 Download Guide: https://casewesternstoraccadmin.blob.core.windows.net/pdfdocs/04 Track your Progress.pdf

5. Mid-Rotation Self-Assessment Guide

Instructions for completing your mid-rotation self-assessment and preparing for your feedback discussion.

👉 Download Guide: https://casewesternstoraccadmin.blob.core.windows.net/pdfdocs/05 Mid-Rotation Self-Assessment Guide.pdf

6. How to Use the Training Pack

Overview of how to use all guides together, including recommended workflows and best practices.

👉 Download Guide: https://casewesternstoraccadmin.blob.core.windows.net/pdfdocs/How to Use the Training Pack.pdf

How to Use These Guides

You do not need to read everything at once. Use the guides based on what you need to do:

  • Getting started? Begin with the Quick Reference Guide
  • Logging patients? Use How to Log a Patient
  • Requesting feedback? Use How to Request an Assessment
  • Checking progress? Refer to Track Your Progress
  • Mid-rotation review? Use Mid-Rotation Self-Assessment Guide

These guides are designed to be:

  • Quick to read
  • Easy to follow
  • Available when you need them

Tip

Keep these guides open or downloaded on your device while using the system — they are designed to help you complete tasks quickly without needing to navigate full help documentation.

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