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Field guides

Prepare for the moment that matters.

Short, practical guidance for students preparing to observe and clinic teams preparing to host—organized around the decision in front of you.

The whole day

Your first day, from the night before to the follow-up.

Keep this simple

Clear the small unknowns ahead of time so you can listen, respect the care team, and learn without scrambling.

Preparation should calm the day, not turn it into a script.
  1. Prepare

    Before the day

    Confirm the details that remove friction

    Know where to arrive, when to check in, who to ask for, and whether the clinic requires parking instructions, identification, dress guidance, or paperwork.

  2. Arrive

    When you arrive

    Bring less. Arrive prepared.

    A small notebook, pen, requested identification, and completed clinic forms are usually enough. Introduce yourself clearly and let the care team set the pace.

  3. Observe

    During the session

    Stay inside the observer role

    Shadowing is for learning, not providing care. Let staff lead every interaction, protect patient privacy, and save questions for appropriate moments.

  4. Reflect

    Afterward

    Close the loop while it is fresh

    Send a brief thank-you, complete requested follow-up, and record what you learned. Focus on the work and your reflection—not patient-identifying details.

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