A good orientation is critical to the success of any clinical education experience. The student and the CI (or someone designated by the CI, in some cases) should cover the following by the third or fourth day of the affiliation.


A 30-60 minute meeting between the student and CI to discuss:
Phone number of the person the student should call if he/she will be unable to arrive at the clinic on time due to illness or emergency
If someone needs to get emergency information to the student while they are at the facility, what number should they call
Emergency weather plan of facility (who to call, will a closing be announced on the radio?)
The CI should have the student’s emergency medical information
Learning style preferences of the student and teaching style preferences of the CI
Feedback and supervision – discuss student’s and CI’s preferences
Student’s goals (see Student Profile Form) and expectations
Expectations that the CI has of the student
Observational opportunities available (surgery, OT, Speech, clinics, specialty areas) and how these will be scheduled
Tour of facility
Emergency policies within facility – FIRE, MEDICAL EMERGENCY, EVACUATION
How to use phones
Where to keep valuables
Know working and lunch hours
Documentation and patient charging system (including confidentiality procedures)
Review Policies and Procedures Manual (including handling of linen, color coding systems for infectious waste, proper cleaning of body fluid spills, proper waste disposal)
Patient scheduling system
Introductions to personnel student will be working with
Location of equipment and supplies – including emergency and safety equipment (protective garments, CPR mask, first aid kit, transfer belts, etc.)


Printable Orientation Worksheet