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World experiences in preceptorship in medical undergraduate education: an integrative review

Abstract:

Introduction:

The preceptor, as the physician who facilitates the teaching-learning process in practice settings, is essential for in service-training in the undergraduate medical school. The importance of these professionals in the training of new physicians highlights the need to understand the preceptorship activity from a medical education perspective.

Objective:

To verify, in the scientific literature, global experiences in preceptorship in the undergraduate medical school.

Method:

Integrative literature review using standardized descriptors in the following databases: LILACS - Latin American and Caribbean Literature in Health Sciences, MEDLINE - Online System for Analysis and Recovery of Medical Literature and SciELO - Scientific Electronic Library Online, between 2009 to 2019. Analysis of the articles was carried out using the thematic category technique.

Results:

The search in the databases resulted in 274 studies, of which 23 were analyzed and discussed in full. Detailing of the global experiences in preceptorship was systematized into two categories: intrinsic and extrinsic aspects for the exercise of preceptorship and educational strategies used by the preceptor.

Conclusions:

The analysis of the articles indicates the importance of the students’ actions together with preceptors for the acquisition of professional skills. A critical factor for the success of monitoring students in professional practice is the preceptor’s ability to assume the role of educator, in order to see the students in their uniqueness and in their integral development. Therefore, the significance of the preceptors’ qualifications becomes more evident.

Keywords:
Medical Education; Education, Medical, Undergraduate; Preceptorship

Resumo:

Introdução:

O preceptor, como médico que facilita o processo ensino-aprendizagem nos cenários de prática, é essencial para o ensino em serviço na graduação em Medicina. A importância desses profissionais na formação de novos médicos expõe a necessidade de compreender a atividade de preceptoria na perspectiva da educação médica.

Objetivo:

Este estudo teve como objetivo verificar, na literatura científica, as experiências mundiais em preceptoria na graduação em Medicina.

Método:

Trata-se de revisão integrativa da literatura a partir de descritores padronizados nas bases de dados Literatura Latino-Americana e do Caribe em Ciências da Saúde (LILACS), Medical Literature Analysis and Retrieval System Online (MEDLINE) e Scientific Electronic Library Online (SciELO), entre 2009 e 2019. A análise dos artigos foi realizada por meio da técnica de categoria temática.

Resultado:

A busca nas bases de dados resultou em 274 estudos, dos quais 23 foram analisados e discutidos na íntegra. O detalhamento das experiências mundiais em preceptoria foi sistematizado em duas categorias: aspectos intrínsecos e extrínsecos para o exercício da preceptoria e estratégias educacionais utilizadas pelo preceptor.

Conclusão:

A análise dos artigos indica a importância da atuação dos estudantes em conjunto com os preceptores para aquisição de competências profissionais. Um fator crítico para o sucesso do acompanhamento de estudantes na prática profissional é a capacidade do preceptor em assumir o papel de educador, de modo a enxergar o estudante na sua singularidade e no desenvolvimento integral. Dessa forma, fica mais evidente a relevância da qualificação dos preceptores.

Palavras-chave:
Educação Médica; Educação de Graduação em Medicina; Preceptoria

INTRODUCTION

Updates on the concept of health and its care model have encouraged debates, in Brazil and worldwide, about the changes required to adapt medical education to emerging demands. Evidence in medical education affirms that curricula with a strong inclination towards practice are more effective in training professionals prepared for the needs of their localities11. Brauer DG, Ferguson KJ. The integrated curriculum in medical education: AMEE Guide No. 96. Med Teach. 2015;37(4):312-22.)-(44. Hawkins RE, Welcher CM, Holmboe ES, Kirk LM, Norcini JJ, Simons KB, et al. Implementation of competency-based medical education: are we addressing the concerns and challenges? Med Educ. 2015;49(11):1086-102.. In Brazil, the National Curriculum Guidelines (NCG) of the Undergraduate Medical School indicate the need to adapt the curricula to expand the practice scenarios and emphasize primary care55. Brasil. Resolução CNE/CES nº 3, de 20 de junho de 2014. Institui Diretrizes Curriculares Nacionais do Curso de Graduação em Medicina e dá outras providências. Diário Oficial da União, 23 jun 2014; Seção 1. p. 8-11.)-(77. Machado CDB, Wuo A, Heinzle M. Educação médica no Brasil: uma análise histórica sobre a formação acadêmica e pedagógica. Rev Bras Educ Med. 2018;42(4):66-73..

The preceptor is essential for in-service training in undergraduate medical school. Most studies use the term “preceptor” to designate those who accompany or facilitate the teaching-learning process in practice scenarios88. Autonomo FROM, Hortale VA, Santos GB, Botti SHO. A preceptoria na formação médica e multiprofissional com ênfase na atenção primária - análise das publicações brasileiras. Rev Bras Educ Med . 2015;39(2):316-27.)-(1212. von Below B, Hellquist G, Rödjer S, Gunnarsson R, Björkelund C, Wahlqvist M. Medical students’ and facilitators’ experiences of an Early Professional Contact course: active and motivated students, strained facilitators. BMC Med Educ . 2008;8,56. https://doi.org/10.1186/1472-6920-8-56
https://doi.org/10.1186/1472-6920-8-56...
. However, the inclusion of students in health services alone does not guarantee effective learning99. Irby DM. Excellence in clinical teaching: knowledge transformation and development required. Med Educ . 2014;48(8):776-84),(1010. Borges MC, Frezza G, Souza CS, Bollela VR. Ensino clínico em cenários reais de prática. Medicina (Ribeirão Preto). 2015;48(3):249-56.. The presence of students in unprepared educational environments can generate negative results for both students and the professionals involved1111. Dornan T, Tan N, Boshuizen H, Gick R, Isba R, Mann K, et al. How and what do medical students learn in clerkships? Experience based learning (ExBL). Adv Health Sci Educ Theory Pract. 2014;19(5):721-49.),(1212. von Below B, Hellquist G, Rödjer S, Gunnarsson R, Björkelund C, Wahlqvist M. Medical students’ and facilitators’ experiences of an Early Professional Contact course: active and motivated students, strained facilitators. BMC Med Educ . 2008;8,56. https://doi.org/10.1186/1472-6920-8-56
https://doi.org/10.1186/1472-6920-8-56...
. The scenario of inclusion of students from the early periods into professional practice exposes the importance of the preceptor in the training of new doctors.

To understand how the preceptor works, the aim of this study was to verify in the scientific literature the world experiences in preceptorship in the undergraduate medical school.

METHOD

The methodological choice for the study was the integrative literature review, as it integrates Evidence-Based Medicine and due to the scope amplitude for the analysis. This method allows the inclusion of experimental and non-experimental studies for several purposes, such as defining concepts and reviewing theories and evidence that enhance the understanding of a consistent and understandable panorama1313. Mendes KDS, Silveira RCCP, Galvão CM. Revisão integrativa: método de pesquisa para a incorporação de evidências na saúde e na enfermagem. Texto & Contexto Enferm. 2008;17(4):758-64.),(1414. Carvalho MT, Silva MD, Carvalho R. Revisão integrativa: o que é e como fazer. Einstein (São Paulo). 2010;8(1):102-6..

This review used the following phases in its design1313. Mendes KDS, Silveira RCCP, Galvão CM. Revisão integrativa: método de pesquisa para a incorporação de evidências na saúde e na enfermagem. Texto & Contexto Enferm. 2008;17(4):758-64.: creation of the guiding question; literature search; definition of information extracted from the selected studies; evaluation of included studies and presentation of the integrative review.

The guiding question was: What are the world experiences with preceptorship in undergraduate teaching in Medicine? The literature search was performed using publications indexed in the electronic databases: Literatura Latino-Americana e Literatura do Caribe em Ciências da Saúde (LILACS), Medical Literature Analysis and Retrieval System online (MEDLINE) and Scientific Electronic Library Online (SCIELO) arranged according to the standards of the Health Sciences Descriptors (DeCS) in Portuguese, English and Spanish: preceptoria/preceptorship/preceptoría; educação de graduação em medicina/education, medical, undergraduate/educación de pregrado en medicina and educação médica/medical education/educación médica. The search terms were individually crossed in the aforementioned electronic databases, using the Boolean operator “AND” aiming to restrict the scope of the search and include articles relevant to the topic.

The study inclusion criteria were: original articles that answer the guiding question of this review, published between 2009 and 2019; full texts available in the electronic databases; publications in Portuguese, English and/or Spanish; articles related to the Undergraduate Course in Medicine. The first exclusion criteria were texts in the form of theses, dissertations, monographs, editorials, review articles (narrative, systematic and integrative) and abstracts from events. After the initial corpus was defined, we progressed to the article content stage, starting with the title, abstract and full text. For this process, we used the concept of preceptorship as those professionals who supervise or accompany the teaching-learning process in practice scenarios88. Autonomo FROM, Hortale VA, Santos GB, Botti SHO. A preceptoria na formação médica e multiprofissional com ênfase na atenção primária - análise das publicações brasileiras. Rev Bras Educ Med . 2015;39(2):316-27.)-(1212. von Below B, Hellquist G, Rödjer S, Gunnarsson R, Björkelund C, Wahlqvist M. Medical students’ and facilitators’ experiences of an Early Professional Contact course: active and motivated students, strained facilitators. BMC Med Educ . 2008;8,56. https://doi.org/10.1186/1472-6920-8-56
https://doi.org/10.1186/1472-6920-8-56...
.

After this stage, the identified articles were analyzed using the thematic category technique1515. Minayo MCS. O desafio do conhecimento: pesquisa qualitativa em saúde. 13a ed. São Paulo: Hucitec; 2013.. Working with categories means grouping elements, ideas or expressions around a concept capable of encompassing the classifications, aiming to make extensive contact with the material and allow oneself to be infused by its content. The objective at this point was to have an overview of the articles. After this process, in-depth readings of each article started, in which we sought to detail the essence of the results by separating the excerpts considered relevant for the study. Finally, these excerpts were divided into two thematic categories: a) intrinsic and extrinsic aspects for the exercise of preceptorship b) educational strategies used by the preceptor.

The presentation of the integrative review was divided into results, in which general aspects of the sample appear; and discussion, based on the listed thematic categories.

RESULTS

The search in the databases resulted in 274 studies, from the following databases: MEDLINE (n=101), LILACS (n=87) and SciELO (n=86). After reading the titles and excluding the repeated ones, 50 articles were selected for the reading of the abstracts. Eighteen articles were excluded after reading the abstracts, leaving 32 articles for the reading of their content in full. Ultimately, 23 articles were considered eligible for the study, whose results were analyzed and discussed in full (Figure 1). The selected studies, 08 national and 15 international ones, are distributed in 13 different journals (Graph 1). The articles and results selected for the analysis are qualitatively shown in Table 1.

Figure 1
Results of the integrative review.

Graph 1
Publications over time.

Table 1
Selected articles.

DISCUSSION

The term preceptor1616. Silvestre HF, Tesser CD, Da Ros MA. Avaliação discente de um internato médico em atenção primária à saúde. Rev Bras Educ Med . 2016;40(3):383-92.)-(3434. Bernstein J, Mazotti L, Ziv TA, Drowos J, Whitlock S, Wood SK, et al. Texting brief podcasts to deliver faculty development to community-based preceptors in longitudinal integrated clerkships. MedEdPORTAL. 2018;14:10755. https://doi.org/10.15766/mep_2374- 8265.10755.
https://doi.org/10.15766/mep_2374- 8265....
was homogeneously used, revealing a wide dissemination of the concept. Other names found in the studies to refer to the preceptor were: internship supervisor3232. Barreto VHL, Marco MA. Visão de preceptores sobre o processo de ensino-aprendizagem no internato. Rev Bras Educ Med . 2014;38(1):94-102., medical supervisor3535. Schick K, Eissner A, Wijnen-Meijer M, Johannink J, Huenges B, Ehrhardt M, et al. Implementing a logbook on entrustable professional activities in the final year of undergraduate medical education in Germany: a multicentric pilot study. GMS J Med Educ . 2019;36(6):Doc69., clinical tutor2727. Lefroy J, Roberts N, Molyneux A, Bartlett M, Gay S, McKinley R. Utility of an app-based system to improve feedback following workplace-based assessment. Int J Med Educ . 2017;8:207-16.),(3636. Below BV, Haffling AC, Brorsson A, Mattsson B, Wahlqvist M. Student-centred GP ambassadors: perceptions of experienced clinical tutors in general practice undergraduate training. Scand J Prim Health Care. 2015;33(2):142-9. and tutor1616. Silvestre HF, Tesser CD, Da Ros MA. Avaliação discente de um internato médico em atenção primária à saúde. Rev Bras Educ Med . 2016;40(3):383-92.),(2727. Lefroy J, Roberts N, Molyneux A, Bartlett M, Gay S, McKinley R. Utility of an app-based system to improve feedback following workplace-based assessment. Int J Med Educ . 2017;8:207-16.),(3737. Oropesa AM, Ibarra MA, Guerra DBG, Pérez NR, Díaz BCN. Desempeño del tutor en la formación del médico general. Rev Cienc Med Pinar Rio. 2013;17(5):137-45.

The preceptorship activity is crucial for the student’s good development in practice scenarios1616. Silvestre HF, Tesser CD, Da Ros MA. Avaliação discente de um internato médico em atenção primária à saúde. Rev Bras Educ Med . 2016;40(3):383-92.)-(1919. Geller AC, Hayes RB, Leone F, Churchill LC, Leung K, Reed G, et al. Tobacco dependence treatment teaching by medical school clerkship preceptors: survey responses from more than 1000 US medical students. Prev Med. 2013;57(2):107-12. and has a positive impact on patients cared for by the student and/or preceptor2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2121. Pichlhöfer O, Tönies H, Spiegel W, Wilhelm-Mitteräcker A, Maier M. Patient and preceptor attitudes towards teaching medical students in general practice. BMC Med Educ . 2013;13:83. https://doi.org/10.1186/1472-6920-13-83.
https://doi.org/10.1186/1472-6920-13-83...
. Due to the preceptorship, physicians have the opportunity to improve and systematize care, exchange and update medical knowledge, discuss with other colleagues at the university, improve communication and maintain a good physician-patient relationship1616. Silvestre HF, Tesser CD, Da Ros MA. Avaliação discente de um internato médico em atenção primária à saúde. Rev Bras Educ Med . 2016;40(3):383-92.),(2222. Lopes CMC, Bicudo AM, Zanolli ML. Qualificação como médico preceptor e a satisfação de seus clientes quanto à assistência recebida na UBS de origem. Rev Bras Educ Med . 2017;41(1):145-51.. Although the patient’s perspective in relation to the care provided by preceptors and students has been little explored in the articles, the obtained results conclude that 90% of the patients were satisfied with the care they received2222. Lopes CMC, Bicudo AM, Zanolli ML. Qualificação como médico preceptor e a satisfação de seus clientes quanto à assistência recebida na UBS de origem. Rev Bras Educ Med . 2017;41(1):145-51. and most of them reported a better understanding of their health status. Yet, a minority of physicians consider that the presence of the student impairs the doctor-patient relationship2121. Pichlhöfer O, Tönies H, Spiegel W, Wilhelm-Mitteräcker A, Maier M. Patient and preceptor attitudes towards teaching medical students in general practice. BMC Med Educ . 2013;13:83. https://doi.org/10.1186/1472-6920-13-83.
https://doi.org/10.1186/1472-6920-13-83...
.

The details of world experiences in preceptorship were systematized into two categories: intrinsic and extrinsic aspects for the exercise of preceptorship and educational strategies used by the preceptor.

Intrinsic and extrinsic aspects for the exercise of preceptorship

The motivations that influence the exercise of preceptorship are important analytical factors and it is suggested that they must be considered when proposing or monitoring a preceptorship program. As a merely didactic division, they are presented in two main blocks: a) intrinsic aspects that correspond to the preceptor’s personal interests/motivations; b) extrinsic aspects that are related to the environment in which the activity takes place, the associated institution, health service and the workload. Both aspects are interrelated and can affect each other in order to enhance or weaken the preceptorship program.

Personal motivations for preceptorship include the opportunity for professional development through contact with students2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2121. Pichlhöfer O, Tönies H, Spiegel W, Wilhelm-Mitteräcker A, Maier M. Patient and preceptor attitudes towards teaching medical students in general practice. BMC Med Educ . 2013;13:83. https://doi.org/10.1186/1472-6920-13-83.
https://doi.org/10.1186/1472-6920-13-83...
),(2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98.),(2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15., the satisfaction of contributing to the training and education of future doctors2121. Pichlhöfer O, Tönies H, Spiegel W, Wilhelm-Mitteräcker A, Maier M. Patient and preceptor attitudes towards teaching medical students in general practice. BMC Med Educ . 2013;13:83. https://doi.org/10.1186/1472-6920-13-83.
https://doi.org/10.1186/1472-6920-13-83...
),(2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98.)-(2525. Cuncic C, Regehr G, Frost H, Bates J. It’s all about relationships: a qualitative study of family physicians teaching experiences in rural longitudinal clerkships. Perspect Med Educ . 2018;7(2):100-9., the possibility of becoming a professional model in which students can mirror themselves2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2121. Pichlhöfer O, Tönies H, Spiegel W, Wilhelm-Mitteräcker A, Maier M. Patient and preceptor attitudes towards teaching medical students in general practice. BMC Med Educ . 2013;13:83. https://doi.org/10.1186/1472-6920-13-83.
https://doi.org/10.1186/1472-6920-13-83...
),(3838. Oliveira SF, da Cunha AJLA, Trajman A, Teixeira C, Gomes MK, Halfoun V. Percepção sobre o internato de Medicina da Universidade Federal do Rio de Janeiro pelos preceptores do serviço na atenção básica: um estudo de caso. Rev Bras Educ Med . 2017;41(1):79-85C, personal fulfillment2121. Pichlhöfer O, Tönies H, Spiegel W, Wilhelm-Mitteräcker A, Maier M. Patient and preceptor attitudes towards teaching medical students in general practice. BMC Med Educ . 2013;13:83. https://doi.org/10.1186/1472-6920-13-83.
https://doi.org/10.1186/1472-6920-13-83...
),(2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15.),(3838. Oliveira SF, da Cunha AJLA, Trajman A, Teixeira C, Gomes MK, Halfoun V. Percepção sobre o internato de Medicina da Universidade Federal do Rio de Janeiro pelos preceptores do serviço na atenção básica: um estudo de caso. Rev Bras Educ Med . 2017;41(1):79-85C, intellectual stimulation2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(3838. Oliveira SF, da Cunha AJLA, Trajman A, Teixeira C, Gomes MK, Halfoun V. Percepção sobre o internato de Medicina da Universidade Federal do Rio de Janeiro pelos preceptores do serviço na atenção básica: um estudo de caso. Rev Bras Educ Med . 2017;41(1):79-85C, one’s pleasure in teaching and enthusiasm and appreciation for students2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.. Other motivators such as a closer approach, good relationships, appreciation and interest of students also have a positive impact on the practice and satisfaction of preceptors2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98.),(2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15.),(2626. Jesus JCM, Ribeiro VMB. Uma avaliação do processo de formação pedagógica de preceptores do internato médico. Rev Bras Educ Med . 2012;36(2):153-61.),(2727. Lefroy J, Roberts N, Molyneux A, Bartlett M, Gay S, McKinley R. Utility of an app-based system to improve feedback following workplace-based assessment. Int J Med Educ . 2017;8:207-16..

The extrinsic issues were more diverse and correspond to three large groups: the relationship between university and preceptor; exercise of the activity and recruitment/retention.

The relationship between the University and the preceptor has a significant influence on the preceptorship activity, including relating to the recruitment and retention of preceptors2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98.),(2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15.),(2626. Jesus JCM, Ribeiro VMB. Uma avaliação do processo de formação pedagógica de preceptores do internato médico. Rev Bras Educ Med . 2012;36(2):153-61.),(2828. Ryan MS, Leggio LE, Peltier CB, Chatterjee A, Arenberg S, Byerley JS, et al. Recruitment and retention of community preceptors. Pediatrics. 2018;142(3):1-11.),(3838. Oliveira SF, da Cunha AJLA, Trajman A, Teixeira C, Gomes MK, Halfoun V. Percepção sobre o internato de Medicina da Universidade Federal do Rio de Janeiro pelos preceptores do serviço na atenção básica: um estudo de caso. Rev Bras Educ Med . 2017;41(1):79-85C. The fact of getting closer to the institution is considered an appeal3838. Oliveira SF, da Cunha AJLA, Trajman A, Teixeira C, Gomes MK, Halfoun V. Percepção sobre o internato de Medicina da Universidade Federal do Rio de Janeiro pelos preceptores do serviço na atenção básica: um estudo de caso. Rev Bras Educ Med . 2017;41(1):79-85C. Benefits such as awards, access to the database2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2828. Ryan MS, Leggio LE, Peltier CB, Chatterjee A, Arenberg S, Byerley JS, et al. Recruitment and retention of community preceptors. Pediatrics. 2018;142(3):1-11., annual appreciation events2828. Ryan MS, Leggio LE, Peltier CB, Chatterjee A, Arenberg S, Byerley JS, et al. Recruitment and retention of community preceptors. Pediatrics. 2018;142(3):1-11., professional acknowledgement2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98.),(2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15., continuing medical education and issuing certificates and titles2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98.),(2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15.),(2828. Ryan MS, Leggio LE, Peltier CB, Chatterjee A, Arenberg S, Byerley JS, et al. Recruitment and retention of community preceptors. Pediatrics. 2018;142(3):1-11. are possibilities for establishing the link between educational institution and preceptor. On the other hand, the distancing between the University and the preceptor, demonstrated by the lack of guidance, support and communication, in addition to the devaluation by the manager,2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15.),(2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.),(3838. Oliveira SF, da Cunha AJLA, Trajman A, Teixeira C, Gomes MK, Halfoun V. Percepção sobre o internato de Medicina da Universidade Federal do Rio de Janeiro pelos preceptores do serviço na atenção básica: um estudo de caso. Rev Bras Educ Med . 2017;41(1):79-85C weakens the work in preceptorship as it hinders the understanding of the pedagogical process1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85., generates insecurity about the didactics2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98.),(3838. Oliveira SF, da Cunha AJLA, Trajman A, Teixeira C, Gomes MK, Halfoun V. Percepção sobre o internato de Medicina da Universidade Federal do Rio de Janeiro pelos preceptores do serviço na atenção básica: um estudo de caso. Rev Bras Educ Med . 2017;41(1):79-85C),(2626. Jesus JCM, Ribeiro VMB. Uma avaliação do processo de formação pedagógica de preceptores do internato médico. Rev Bras Educ Med . 2012;36(2):153-61. and assigns roles that do not correspond to the expectations and potentials2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15. of the preceptor physician. In this context, the training of preceptors emerges as an important tool for professional development and permanent education1717. Rocha HC, Ribeiro VB. Curso de formação pedagógica para preceptores do internato médico. Rev Bras Educ Med . 2012;36(3):343-50. and as an attraction for the exercise of the activity2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15.),(2626. Jesus JCM, Ribeiro VMB. Uma avaliação do processo de formação pedagógica de preceptores do internato médico. Rev Bras Educ Med . 2012;36(2):153-61.),(3838. Oliveira SF, da Cunha AJLA, Trajman A, Teixeira C, Gomes MK, Halfoun V. Percepção sobre o internato de Medicina da Universidade Federal do Rio de Janeiro pelos preceptores do serviço na atenção básica: um estudo de caso. Rev Bras Educ Med . 2017;41(1):79-85C. The lack of continuing education1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85.),(2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15.),(2626. Jesus JCM, Ribeiro VMB. Uma avaliação do processo de formação pedagógica de preceptores do internato médico. Rev Bras Educ Med . 2012;36(2):153-61.),(3838. Oliveira SF, da Cunha AJLA, Trajman A, Teixeira C, Gomes MK, Halfoun V. Percepção sobre o internato de Medicina da Universidade Federal do Rio de Janeiro pelos preceptores do serviço na atenção básica: um estudo de caso. Rev Bras Educ Med . 2017;41(1):79-85C represents an obstacle to the activity of the preceptorship, as it directly influences the preceptor’s performance1717. Rocha HC, Ribeiro VB. Curso de formação pedagógica para preceptores do internato médico. Rev Bras Educ Med . 2012;36(3):343-50.),(2626. Jesus JCM, Ribeiro VMB. Uma avaliação do processo de formação pedagógica de preceptores do internato médico. Rev Bras Educ Med . 2012;36(2):153-61..

Unfavorable aspects relevant to the exercise of the preceptorship activity include the increase in the daily workload2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2121. Pichlhöfer O, Tönies H, Spiegel W, Wilhelm-Mitteräcker A, Maier M. Patient and preceptor attitudes towards teaching medical students in general practice. BMC Med Educ . 2013;13:83. https://doi.org/10.1186/1472-6920-13-83.
https://doi.org/10.1186/1472-6920-13-83...
),(2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15., which is directly related to the time dedicated to preceptorship; the demand for productivity by the service to which they are linked2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98.; and excessive work and bureaucracy2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98.),(2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15.. In the pedagogical sphere, this reflects in the lack of sufficient time to teach2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15.),(3838. Oliveira SF, da Cunha AJLA, Trajman A, Teixeira C, Gomes MK, Halfoun V. Percepção sobre o internato de Medicina da Universidade Federal do Rio de Janeiro pelos preceptores do serviço na atenção básica: um estudo de caso. Rev Bras Educ Med . 2017;41(1):79-85C and a lot of content to cover2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82., although there is some flexibility in the pedagogical interaction and the addressed topics2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98.. Other points that negatively influence the exercise of the activity include lack of physical space and infrastructure such as equipment, medications, and materials2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15.),(3838. Oliveira SF, da Cunha AJLA, Trajman A, Teixeira C, Gomes MK, Halfoun V. Percepção sobre o internato de Medicina da Universidade Federal do Rio de Janeiro pelos preceptores do serviço na atenção básica: um estudo de caso. Rev Bras Educ Med . 2017;41(1):79-85C.

On the other hand, the diversity of complex clinical cases, if the location is a teaching hospital and if it has residency programs for internal support2424. Sant’Ana ERRB, Pereira ERS. Preceptoria médica em serviço de emergência e urgência hospitalar na perspectiva de médicos. Rev Bras Educ Med . 2016;40(2):204-15.),(2828. Ryan MS, Leggio LE, Peltier CB, Chatterjee A, Arenberg S, Byerley JS, et al. Recruitment and retention of community preceptors. Pediatrics. 2018;142(3):1-11., can help in the development of the activity. Moreover, a positive impact on the flow of patients and on the collection of information was mentioned2727. Lefroy J, Roberts N, Molyneux A, Bartlett M, Gay S, McKinley R. Utility of an app-based system to improve feedback following workplace-based assessment. Int J Med Educ . 2017;8:207-16..

Regarding the recruitment and retention of preceptors, internal competition (between undergraduate years) and external competition (with other programs) for preceptors must be considered2828. Ryan MS, Leggio LE, Peltier CB, Chatterjee A, Arenberg S, Byerley JS, et al. Recruitment and retention of community preceptors. Pediatrics. 2018;142(3):1-11.. There are divergences about remuneration as the only determining factor for motivation and appreciation of the performed work2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2121. Pichlhöfer O, Tönies H, Spiegel W, Wilhelm-Mitteräcker A, Maier M. Patient and preceptor attitudes towards teaching medical students in general practice. BMC Med Educ . 2013;13:83. https://doi.org/10.1186/1472-6920-13-83.
https://doi.org/10.1186/1472-6920-13-83...
),(2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98.),(2828. Ryan MS, Leggio LE, Peltier CB, Chatterjee A, Arenberg S, Byerley JS, et al. Recruitment and retention of community preceptors. Pediatrics. 2018;142(3):1-11.. While three articles indicated that the bonus could improve adherence rates2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2121. Pichlhöfer O, Tönies H, Spiegel W, Wilhelm-Mitteräcker A, Maier M. Patient and preceptor attitudes towards teaching medical students in general practice. BMC Med Educ . 2013;13:83. https://doi.org/10.1186/1472-6920-13-83.
https://doi.org/10.1186/1472-6920-13-83...
),(2828. Ryan MS, Leggio LE, Peltier CB, Chatterjee A, Arenberg S, Byerley JS, et al. Recruitment and retention of community preceptors. Pediatrics. 2018;142(3):1-11., one study pointed out that it does not seem to encourage the activity2323. Minor S, Huffman M, Lewis PR, Kost A, Prunuske J. Community preceptor perspectives on recruitment and retention: the CoPPRR study. Fam Med . 2019;51(5):389-98..

Pedagogical Aspects

Preceptorship activities, as a component of medical education, advance to the perspective of the horizontal preceptor-student relationship, in which the student enhances their learning process to learn critically and reflexively through contact with reality under the preceptor’s mediation, making learning meaningful. The teaching strategies that delineate the teaching-learning process create a positive environment for this to occur2727. Lefroy J, Roberts N, Molyneux A, Bartlett M, Gay S, McKinley R. Utility of an app-based system to improve feedback following workplace-based assessment. Int J Med Educ . 2017;8:207-16.),(2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.),(3636. Below BV, Haffling AC, Brorsson A, Mattsson B, Wahlqvist M. Student-centred GP ambassadors: perceptions of experienced clinical tutors in general practice undergraduate training. Scand J Prim Health Care. 2015;33(2):142-9..

The relationship developed between preceptors and students deepens over time, regarding both professional and personal aspects. The article by Cuncic C. et al.2525. Cuncic C, Regehr G, Frost H, Bates J. It’s all about relationships: a qualitative study of family physicians teaching experiences in rural longitudinal clerkships. Perspect Med Educ . 2018;7(2):100-9. associates the preceptor-student relationship constructed in the longitudinal stage with the expansion of the preceptor’s view beyond the academic development of students. The individualization of the preceptor-student interaction makes it possible to identify knowledge gaps and promote actions to overcome these difficulties, such as pointing out specific study points or exercises to students who have deficiencies2525. Cuncic C, Regehr G, Frost H, Bates J. It’s all about relationships: a qualitative study of family physicians teaching experiences in rural longitudinal clerkships. Perspect Med Educ . 2018;7(2):100-9.),(3030. Hauer KE, Mazotti L, O’Brien B, Hemmer PA, Tong L. Faculty verbal evaluations reveal strategies used to promote medical student performance. Med Educ Online. 2011;16:1, 6354. https://doi.org/10.3402/meo.v16i0.6354.
https://doi.org/10.3402/meo.v16i0.6354...
. Considering the level of knowledge, potential and difficulties of each student helps in the development of a balanced activity2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2525. Cuncic C, Regehr G, Frost H, Bates J. It’s all about relationships: a qualitative study of family physicians teaching experiences in rural longitudinal clerkships. Perspect Med Educ . 2018;7(2):100-9.),(3030. Hauer KE, Mazotti L, O’Brien B, Hemmer PA, Tong L. Faculty verbal evaluations reveal strategies used to promote medical student performance. Med Educ Online. 2011;16:1, 6354. https://doi.org/10.3402/meo.v16i0.6354.
https://doi.org/10.3402/meo.v16i0.6354...
.

The strategy of decomposing learning into stages is a powerful one, as it sets progressively more difficult goals as students reach some goals2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2525. Cuncic C, Regehr G, Frost H, Bates J. It’s all about relationships: a qualitative study of family physicians teaching experiences in rural longitudinal clerkships. Perspect Med Educ . 2018;7(2):100-9.),(3030. Hauer KE, Mazotti L, O’Brien B, Hemmer PA, Tong L. Faculty verbal evaluations reveal strategies used to promote medical student performance. Med Educ Online. 2011;16:1, 6354. https://doi.org/10.3402/meo.v16i0.6354.
https://doi.org/10.3402/meo.v16i0.6354...
. Autonomy must be assessed at the level of the students’ education trajectory, so that it intensifies over the years2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.. One of the ways to assess autonomy is through the EPA (Entrustable Professional Activities). The EPAs, a competency-oriented curriculum perspective, are units of professional practice mediated by the attribution of trust at different levels of supervision3535. Schick K, Eissner A, Wijnen-Meijer M, Johannink J, Huenges B, Ehrhardt M, et al. Implementing a logbook on entrustable professional activities in the final year of undergraduate medical education in Germany: a multicentric pilot study. GMS J Med Educ . 2019;36(6):Doc69..

Another strategy is teaching through the example (role-modeling)1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85.),(1919. Geller AC, Hayes RB, Leone F, Churchill LC, Leung K, Reed G, et al. Tobacco dependence treatment teaching by medical school clerkship preceptors: survey responses from more than 1000 US medical students. Prev Med. 2013;57(2):107-12.),(2525. Cuncic C, Regehr G, Frost H, Bates J. It’s all about relationships: a qualitative study of family physicians teaching experiences in rural longitudinal clerkships. Perspect Med Educ . 2018;7(2):100-9.),(2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.),(3131. Curry E, Oser TK, Oser SM. Electronic health record impacts on family medicine teachers: survey of third-year medical student clerkship preceptors at an academic medical center. Fam Med . 2017;49(9):723-9., which provides the modeling of behaviors, skills and provides opportunities for students to demonstrate examination techniques2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.. The examples, both good and bad, suggest reflection on how patients are treated1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85.),(2525. Cuncic C, Regehr G, Frost H, Bates J. It’s all about relationships: a qualitative study of family physicians teaching experiences in rural longitudinal clerkships. Perspect Med Educ . 2018;7(2):100-9.),(3131. Curry E, Oser TK, Oser SM. Electronic health record impacts on family medicine teachers: survey of third-year medical student clerkship preceptors at an academic medical center. Fam Med . 2017;49(9):723-9. and the attitude in the presence of error and lack of knowledge2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2525. Cuncic C, Regehr G, Frost H, Bates J. It’s all about relationships: a qualitative study of family physicians teaching experiences in rural longitudinal clerkships. Perspect Med Educ . 2018;7(2):100-9.. Co-learning2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82. appears in this context, characterized by the initiative to learn something together with the student. Generally, the performance of this strategy involves the use of evidence-based clinical decision-making tools as a resource for education2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82..

Sharing the thinking process and encouraging clinical reasoning, critical thinking and research were also strategies identified by the studies1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85.),(2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.. Other relevant educational strategies are conversation circles and/or tutoring using the problem-based learning model, seminars presented by students after identifying knowledge gaps, and joint development of care protocols3232. Barreto VHL, Marco MA. Visão de preceptores sobre o processo de ensino-aprendizagem no internato. Rev Bras Educ Med . 2014;38(1):94-102..

Preceptor-centered strategies, such as lectures2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.),(3232. Barreto VHL, Marco MA. Visão de preceptores sobre o processo de ensino-aprendizagem no internato. Rev Bras Educ Med . 2014;38(1):94-102.),(3333. Duncan GF, Roth LM, Donner-Banzhoff N, Boesner S. Teaching points-do they occur and what do they contain? An observation study concerning the general practice rotation. BMC Med Educ . 2016;16,113. https://doi.org/10.1186/s12909-016-0636-y.
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, appeared in fewer numbers when compared to student-centered strategies.

Assessment is an indispensable part of the teaching-learning process, and the use of formative and summative assessment instruments is considered essential.

Feedback appears as the most used and validated formative assessment instrument among the assessed experiences2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2626. Jesus JCM, Ribeiro VMB. Uma avaliação do processo de formação pedagógica de preceptores do internato médico. Rev Bras Educ Med . 2012;36(2):153-61.),(2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.)-(3131. Curry E, Oser TK, Oser SM. Electronic health record impacts on family medicine teachers: survey of third-year medical student clerkship preceptors at an academic medical center. Fam Med . 2017;49(9):723-9.),(3535. Schick K, Eissner A, Wijnen-Meijer M, Johannink J, Huenges B, Ehrhardt M, et al. Implementing a logbook on entrustable professional activities in the final year of undergraduate medical education in Germany: a multicentric pilot study. GMS J Med Educ . 2019;36(6):Doc69.),(3636. Below BV, Haffling AC, Brorsson A, Mattsson B, Wahlqvist M. Student-centred GP ambassadors: perceptions of experienced clinical tutors in general practice undergraduate training. Scand J Prim Health Care. 2015;33(2):142-9.. Feedback is seen as a way to promote learning and improve skills through sporadic interventions and performance comments2525. Cuncic C, Regehr G, Frost H, Bates J. It’s all about relationships: a qualitative study of family physicians teaching experiences in rural longitudinal clerkships. Perspect Med Educ . 2018;7(2):100-9.),(2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.),(3030. Hauer KE, Mazotti L, O’Brien B, Hemmer PA, Tong L. Faculty verbal evaluations reveal strategies used to promote medical student performance. Med Educ Online. 2011;16:1, 6354. https://doi.org/10.3402/meo.v16i0.6354.
https://doi.org/10.3402/meo.v16i0.6354...
.

In this context, the Reporter-Interpreter-Manager-Educator (RIME)3030. Hauer KE, Mazotti L, O’Brien B, Hemmer PA, Tong L. Faculty verbal evaluations reveal strategies used to promote medical student performance. Med Educ Online. 2011;16:1, 6354. https://doi.org/10.3402/meo.v16i0.6354.
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is a reference tool for the continuous assessment of the student’s performance, who must attain certain knowledge, skills, and attitudes. The RIME consists of criteria that guide the feedback and interventions necessary for the progression in it.

Given the importance of feedback and the difficulty in carrying it out due to limited time, one experience2727. Lefroy J, Roberts N, Molyneux A, Bartlett M, Gay S, McKinley R. Utility of an app-based system to improve feedback following workplace-based assessment. Int J Med Educ . 2017;8:207-16. proposed the use of a “work based assessment” application for the production and recording of formal feedback from preceptors to students. Using the application facilitated access to the curriculum, familiarizing the preceptor with the teaching plans.

In addition to scheduled feedbacks, the mini-Cex (mini-clinical assessment exam) was also used to assess final-year students in an EPA curriculum. In this experience, the exam provided subsidies to assign tasks to the student, considering the level of autonomy identified and expected for the moment of training3535. Schick K, Eissner A, Wijnen-Meijer M, Johannink J, Huenges B, Ehrhardt M, et al. Implementing a logbook on entrustable professional activities in the final year of undergraduate medical education in Germany: a multicentric pilot study. GMS J Med Educ . 2019;36(6):Doc69..

Organizational and managerial aspects of preceptorship

The health service to where students are assigned is, at the same time, an environment for the production of care and professional training. Therefore, the elements related to the organization of the activity are also part of the preceptorship exercise2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2525. Cuncic C, Regehr G, Frost H, Bates J. It’s all about relationships: a qualitative study of family physicians teaching experiences in rural longitudinal clerkships. Perspect Med Educ . 2018;7(2):100-9.),(3232. Barreto VHL, Marco MA. Visão de preceptores sobre o processo de ensino-aprendizagem no internato. Rev Bras Educ Med . 2014;38(1):94-102.),(3636. Below BV, Haffling AC, Brorsson A, Mattsson B, Wahlqvist M. Student-centred GP ambassadors: perceptions of experienced clinical tutors in general practice undergraduate training. Scand J Prim Health Care. 2015;33(2):142-9.. They are: clarification of the service’s regulations3232. Barreto VHL, Marco MA. Visão de preceptores sobre o processo de ensino-aprendizagem no internato. Rev Bras Educ Med . 2014;38(1):94-102., introduction of the team, organization of the agenda and activity routine3636. Below BV, Haffling AC, Brorsson A, Mattsson B, Wahlqvist M. Student-centred GP ambassadors: perceptions of experienced clinical tutors in general practice undergraduate training. Scand J Prim Health Care. 2015;33(2):142-9., reserving some time to discuss cases with students1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85.),(2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82. and designation of a space for students to study3636. Below BV, Haffling AC, Brorsson A, Mattsson B, Wahlqvist M. Student-centred GP ambassadors: perceptions of experienced clinical tutors in general practice undergraduate training. Scand J Prim Health Care. 2015;33(2):142-9.. Students recognize this role of the preceptor in the structuring of the internship dynamic1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85. and how it is capable of providing an educational environment that is not intimidating and accessible2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4..

In the real scenario of professional practice, the selection of patients who will be assisted was considered an important strategy for the student’s teaching-learning process2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82.),(2727. Lefroy J, Roberts N, Molyneux A, Bartlett M, Gay S, McKinley R. Utility of an app-based system to improve feedback following workplace-based assessment. Int J Med Educ . 2017;8:207-16.),(2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.),(3030. Hauer KE, Mazotti L, O’Brien B, Hemmer PA, Tong L. Faculty verbal evaluations reveal strategies used to promote medical student performance. Med Educ Online. 2011;16:1, 6354. https://doi.org/10.3402/meo.v16i0.6354.
https://doi.org/10.3402/meo.v16i0.6354...
. The different criteria for choosing the patient considered the triggers that it provides2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82., the personal interests and difficulties identified by the students themselves2525. Cuncic C, Regehr G, Frost H, Bates J. It’s all about relationships: a qualitative study of family physicians teaching experiences in rural longitudinal clerkships. Perspect Med Educ . 2018;7(2):100-9. and greater exposure of a student to a particular issue, in order to reinforce this knowledge3030. Hauer KE, Mazotti L, O’Brien B, Hemmer PA, Tong L. Faculty verbal evaluations reveal strategies used to promote medical student performance. Med Educ Online. 2011;16:1, 6354. https://doi.org/10.3402/meo.v16i0.6354.
https://doi.org/10.3402/meo.v16i0.6354...
. One of the experiences describes that for the timely use of learning moments, the preceptor discerned which topics could be addressed during the medical consultation and which would be better explored at a moment after the consultation2020. Scott SM, Schifferdecker KEE, Anthony D, Chao J, Chessman AW, Margo K, et al. Contemporary teaching strategies of exemplary community preceptors - is technology helping? Fam Med. 2014;46(10):776-82..

It was observed that the greater the students’ exposure to the practice environment, together with the preceptors, the greater the students’ safety in clinical practice. This indicates the importance of working with preceptors to acquire professional skills1919. Geller AC, Hayes RB, Leone F, Churchill LC, Leung K, Reed G, et al. Tobacco dependence treatment teaching by medical school clerkship preceptors: survey responses from more than 1000 US medical students. Prev Med. 2013;57(2):107-12.),(2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.),(3535. Schick K, Eissner A, Wijnen-Meijer M, Johannink J, Huenges B, Ehrhardt M, et al. Implementing a logbook on entrustable professional activities in the final year of undergraduate medical education in Germany: a multicentric pilot study. GMS J Med Educ . 2019;36(6):Doc69.),(3333. Duncan GF, Roth LM, Donner-Banzhoff N, Boesner S. Teaching points-do they occur and what do they contain? An observation study concerning the general practice rotation. BMC Med Educ . 2016;16,113. https://doi.org/10.1186/s12909-016-0636-y.
https://doi.org/10.1186/s12909-016-0636-...
.

Aspects related to the evaluation of preceptorship

From the student perspective, the articles positively evaluated preceptorship1616. Silvestre HF, Tesser CD, Da Ros MA. Avaliação discente de um internato médico em atenção primária à saúde. Rev Bras Educ Med . 2016;40(3):383-92.),(1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85.),(2222. Lopes CMC, Bicudo AM, Zanolli ML. Qualificação como médico preceptor e a satisfação de seus clientes quanto à assistência recebida na UBS de origem. Rev Bras Educ Med . 2017;41(1):145-51.),(2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.. The objective of these articles was the evaluation of students about the internships, also including the preceptorship activity.

Positive assessments include: encouragement of critical thinking regarding the patient’s case; sharing the thought process; encouragement to take an active role in learning; the opportunity to observe the preceptor performing the physical examination and learn the techniques; the identification of critical issues for student learning in each case; timely feedback2929. Bradner MK, Flores SK, Gary JS, Zumbrunn S. Effective learning in an ambulatory family medicine clerkship: a qualitative study of medical student midpoint feedback. Fam Med . 2017;49(8):630-4.; encouraging the active search for knowledge1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85.),(2222. Lopes CMC, Bicudo AM, Zanolli ML. Qualificação como médico preceptor e a satisfação de seus clientes quanto à assistência recebida na UBS de origem. Rev Bras Educ Med . 2017;41(1):145-51.; availability to teach1616. Silvestre HF, Tesser CD, Da Ros MA. Avaliação discente de um internato médico em atenção primária à saúde. Rev Bras Educ Med . 2016;40(3):383-92.),(1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85.; the integration of theoretical and practical knowledge; evidence-based practices1616. Silvestre HF, Tesser CD, Da Ros MA. Avaliação discente de um internato médico em atenção primária à saúde. Rev Bras Educ Med . 2016;40(3):383-92.; considering the preceptor as an example of professionalism1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85.; and clinical effectiveness1616. Silvestre HF, Tesser CD, Da Ros MA. Avaliação discente de um internato médico em atenção primária à saúde. Rev Bras Educ Med . 2016;40(3):383-92.),(1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85.. The negative evaluations are aimed at unprepared pedagogical action1616. Silvestre HF, Tesser CD, Da Ros MA. Avaliação discente de um internato médico em atenção primária à saúde. Rev Bras Educ Med . 2016;40(3):383-92.),(1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85. due to the lack of training1818. Ferreira RC, Tsuji H, Tonhom SFR. Aprendizagem baseada em problemas no internato: há continuidade do processo de ensino e aprendizagem ativo? Rev Bras Educ Med . 2015;39(2):276-85..

Only one study showed the assessment of preceptorship from the patients’ point of view. The presence of the figure of the preceptor physician with students was considered to be positive. The main aspects mentioned were the quality of care, the appraisal of the complaint, the time available for the medical consultation, effectiveness and reliable guidance2222. Lopes CMC, Bicudo AM, Zanolli ML. Qualificação como médico preceptor e a satisfação de seus clientes quanto à assistência recebida na UBS de origem. Rev Bras Educ Med . 2017;41(1):145-51..

FINAL CONSIDERATIONS

The changes in the medical training model and the evidence found reveal disclose the need and importance of preceptorship in the teaching-learning process. A critical factor for the success of the monitoring of students in professional practice is the preceptor’s ability to see the student from the perspective of integral development, beyond the technical-scientific functions. By knowing and applying teaching strategies, the preceptor becomes more than the medical professional who accompanies the student, and also assumes on the role of educator. Likewise, the individualization of the preceptor-student interaction allows the identification of the teaching moment, the choice of patients, the identification of personal gaps and the opportunity to improve them, as well as timely feedback.

Therefore, the relevance of the preceptors’ qualification is highlighted, so they can effectively participate in the teaching-learning process and in the assessment of medical students regarding the acquisition of professional skills in real-life scenarios, with qualification being an open field for constant investigations.

One limitation of the present study is the diversity of educational contexts and curriculum matrices found in different countries. Therefore, it is necessary to take into account that the curricula are distributed in diverse manners, and the student joins the professional practice scenario at different moments and situations, and with different autonomy, which makes generalizations impossible, even if points in common can be observed.

In the Brazilian context, in which the NCG itself encourages professional practice in the initial undergraduate years, it is imperative to understand the preceptorship activity in the beginning of medical training, since the analyzed studies are concentrated on the final years of the course.

Given the importance of comprehensive health care, it is necessary to assimilate the role of preceptors in different health professions from the perspective of interprofessional education in undergraduate medical school.

Finally, we reiterate the importance of knowing the world experiences about preceptorship, the development of more studies on the subject and the critical-reflective training of medical professionals.

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  • 2
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  • SOURCES OF FUNDING

    The authors declare no sources of funding.

Edited by

Chief Editor: Rosiane Viana Zuza Diniz. Associate Editor: Fernando Antônio de Almeida.

Publication Dates

  • Publication in this collection
    11 Feb 2022
  • Date of issue
    2022

History

  • Received
    05 June 2021
  • Accepted
    16 Nov 2021
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