Documenting Opportunities:
1. Login to Platinum and select your Student role at the bottom of the main dashboard.
2. Under Opportunities, select My Opportunities from the dropdown. Once selected, you will be able to view your opportunities.
3. Select Begin Documentation.
You will see different icons along the left side of the screen leading into different documentation areas.
- O/ Overview: provides the date, location, scheduled hours, Category, and class.
- I/ Info: will provide shift details and attendance to record your breaks, select your preceptor and add your actual start time and end time of the shift, summary is not required unless instructed differently by your instructor.
- P/Patients: where you will select Add Patients to record patient information and skills completed.
- F/ Forms: any required or enabled forms selected to be completed by your Instructor.
- D/ Documents: any documents that must be added to your cases.
- S/ Submit: This is where you will submit your documented cases to your instructor for review and approval.
4. Select the Info Tab. Add your preceptor and attendance information. (Optional) Add your instructor. Selecting your instructor dictates which instructor will be notified when your documentation is submitted.
Note: If you do not see your preceptor in the dropdown, click the search button, then search their first or last name or email. If your preceptor does not appear in your search, you may need to add them by clicking the New button. Not everyone has the option to add new preceptors. If you do not see the new button, you may need to contact your instructor if your preceptor is not listed.
5. Select the Patients tab. Click Add Patient to document a patient.
- After selecting Add Patient, enter the patient information. Red astrics indicate the required information. The time will automatically record as when you click the Add Patient button. Go through the skill dropdowns and select Successful, Attempted, or Observed.
- Note: The Patient Information page will vary by program and profession. The picture above may not match your view exactly.
6. Select the Forms tab. Fill out all the forms in the section.
7. Select the Documents tab. If you need to add any documents to the opportunity, you can upload them here. There may also be downloads here if your instructor has attached anything.
8. Select the Submit tab. Once all information in each tab is completed, you will Submit your documentation. If documentation or a signature is required and you are missing any forms, the system will provide notice before allowing you to submit documentation to the instructor. Once these steps are completed and no red or yellow alerts appear, you can submit completed documentation to the instructor by selecting Submit Documentation.
Documenting Opportunity Cases for Surgical Technology Students:
1. Login to Platinum and select your Student role at the bottom of the main dashboard.
2. Under Opportunities, select My Opportunities from the dropdown. Once selected, you will be able to view any assigned opportunities.
3. Select Begin Documentation to document cases.
You will see different icons along the left side of the screen leading into different documentation areas.
- O/ Overview: provides the date, location, scheduled hours, Category, and class.
- I/ Info: will provide shift details and attendance to record your breaks, select your preceptor and add your actual start time and end time of the shift, summary is not required unless instructed differently by your instructor.
- C/ Cases: where you will select Add Case to record case information and skills completed.
- F/ Forms: any required or enabled forms selected to be completed by your Instructor.
- D/ Documents: any documents that must be added to your cases.
- S/ Submit: This is where you will submit your documented cases to your instructor for review and approval.
4. Select the Info Tab. Add your preceptor and attendance information. (Optional) Add your instructor. Selecting your instructor dictates which instructor will be notified when your documentation is submitted.
Note: If you do not see your preceptor in the dropdown, click the search button, then search their first or last name or email. If your preceptor does not appear in your search, you may need to add them by clicking the New button. Not everyone has the option to add new preceptors. If you do not see the new button, you may need to contact your instructor if your preceptor is not listed.
5. Select the Cases tab. Click Add Case to begin documenting cases.
- After selecting Add Case, you will enter information regarding each case you document by choosing the Surgical Cases/Procedures (*) asterisk symbol, which means information is required in this field from the dropdown. The time of the case will be recorded automatically after the add case button is selected. You will then enter the skill group from the dropdown and choose any skills associated with the selected skill group prior. If you have any documents that need to be added to the case specifically, upload them at the bottom.
- You will then need to select 1st Scrub,2nd Scrub or Observation, clicking on the ? mark will provide an explanation of these roles.
- If selected by your instructor, you will then have the option to have the evaluator sign off on each case; if not set, you will not see the box for the evaluator's signature.
6. Select the Forms tab. Fill out all the forms in the section.
7. Select the Documents tab. If you need to add any documents to the opportunity, you can upload them here. If your instructor has attached anything, there may also be downloads here.
8. Select the Submit tab. Once all information in each tab is completed, you will Submit your documentation. If documentation or a signature is required and you are missing any forms, the system will provide notice before allowing you to submit documentation to the instructor. Once these steps are completed and no red or yellow alerts appear, you can submit completed documentation to the instructor by selecting Submit Documentation.