Help at every step.

Use your personal calendar

1. Open My calendar and choose Day, Week or Month. Class dates, rotations and due dates appear for your account. Select a date or event for details. Times follow the displayed program timezone.
2. Program managers can add a class, examination, deadline or other date for the whole program, a cohort or a person. Weekly classes can repeat for up to one year. Cancelled dates remain in history.
3. Calendar sync offers a one-time .ics download and a private subscription link. A download does not update automatically. Subscribe by URL in your calendar app for one-way updates; refresh timing depends on that app.
4. Keep the subscription link private. You can replace or revoke it inside MedicPath. Removing access prevents future updates but does not erase copies already imported into another calendar.

Watch skill demonstrations and find clinical sites

1. School administrators and coordinators can add or replace an MP4 demonstration beside a program requirement. Upload a Learning file shared with the program, then attach it to the skill. A replacement does not change the approved requirement or earlier student records.
2. In Log skills and an open skill record, choose Watch skill video. The video plays inside MedicPath while connected. Watching a demonstration does not grant credit or sign a skill.
3. Sites & rotations lists each active clinical site’s address and contact person. Tap the phone number to call, or View map / directions to open Google Maps. The map needs a connection or your map app’s own offline maps.

Add MedicPath to your Home Screen

Start at your school’s MedicPath app address while connected. Use your regular browser, then follow the steps for your device.

iPhone or iPad · Safari

1. Open MedicPath in Safari.
2. Tap the Share icon (square with an upward arrow). In some layouts, open More first.
3. Choose Add to Home Screen. If it is missing, scroll down and use Edit Actions to add it.
4. Keep the name MedicPath. Turn on Open as Web App if shown, then tap Add.
5. Open the new MedicPath icon and sign in if asked.

Android · Chrome

1. Open MedicPath in Chrome and tap the three-dot menu.
2. Choose Install and create shortcut → Install, or Add to Home screen / Install app on older versions.
3. Confirm, then open MedicPath from its new icon.

Computer · Chrome

1. Open MedicPath and choose the install icon beside the address, if shown.
2. Otherwise choose ⋮ → Cast, save, and share → Install page as app.
3. Confirm the MedicPath name. Open it from your computer’s apps or pin it to your taskbar or Dock.

Prepare for your next offline shift

1. Open the installed app, sign in and choose your program while connected. Installation alone does not prepare your school’s forms.
2. Open Offline & sync. Confirm your name, program, prepared time and available skills/forms. Each device and browser has its own saved data.
3. Without a connection, save a new skill or form response on the device. The amber connection bar shows the number waiting to sync.
4. Reconnect and keep MedicPath open, or tap Sync now. Wait for zero pending items and a Synced receipt. Sign in again if asked.
5. If an item needs attention, review the reason. Download its saved copy before removing or re-entering it using the current form.

Only approved skills and available forms from the last preparation are available offline. New offline submissions do not count as approved credit. Signatures, approvals, attendance clock-in, training completion and videos require a connection.

Use your own locked device. Clearing browser data or uninstalling may delete unsynced entries. Browser storage is not a permanent backup.

Menus vary by device and browser. Apple instructions · Chrome instructions

Sign in and choose the right program

1. Open the MedicPath sign-in page and use your own account. Use Forgot password if you need to set or reset your password.
2. Choose the correct Program at the top of the workspace. Your role and available records can differ between programs. If no program appears, ask your school administrator to check your active membership.
3. Help & user manual is available in the workspace header, earlier portal sidebar and sign-in screen. The manual opens in a separate tab so your form stays in place.

Move between workspaces and protect unfinished work

1. Use the daily-work buttons for Dashboard, Rotation tracking, Forms, Review & sign and Messages. Go to workspace lists the other screens available to your account. App shortcuts opens Schedule, Compliance, earlier reports and the MedicPath home page.
2. Your workspace, program and available student/cohort filters remain in the page address when you refresh. Save a form before leaving it. If a save fails, your text stays on the form so you can correct it. Navigation asks before discarding changed forms; drafts are not saved offline.
3. A scanned task link returns to its original destination after signing in, including after a failed or expired sign-in attempt. If an editing session expires, copy unfinished work before reloading and follow the sign-in link.
4. Review & sign opens with pending skills. Change Show skills to All skill records to see completed decisions. Forms awaiting review appear below the skills; use the dashboard sign-off queue for attendance reviews as well. Returned skills appear in Today’s tasks.
5. Reminders loads when opened. Your email preference and the program’s reminder setting are separate. Your school must verify email delivery and scheduled reminders before relying on them.

Read the live tiles

1. The dashboard shows approved rotation hours by lab, clinical, field and capstone, skill requirements met, attendance needing review and unread messages. Select a tile to open its underlying records.
2. A progress bar compares approved credit with a configured cohort target. An unconfigured target is labeled; an empty bar does not imply a missing accreditation requirement.
3. Live tracking refreshes about every 30 seconds while the view is open and you are not editing. Check the updated time and refresh manually after reconnecting. An error means totals are unavailable, not zero.

Use messages and read status

1. Open Messages and select New message. Choose an available recipient, add a subject and message, then select Send message. Eligibility depends on your program and role.
2. Select a conversation to view and reply. Each message shows its sent time. A sender sees Read and a timestamp after the recipient opens the conversation. Read does not mean agreement, approval or an electronic signature.
3. Messages stay in MedicPath; this inbox does not send external email or SMS. Refresh inbox for the latest status. Never use messages for patient information or urgent clinical communication.

Use QR links safely

1. Students can select Show my QR code on the dashboard and hold the badge up for a staff member’s camera. Staff sign in with their own account after scanning.
2. A badge or form QR link does not grant access. If access is denied, confirm the program, assignment and account with the coordinator. Replacing a badge disables the previous code, including printed copies.

Files, goals and certifications

1. My goals holds personal targets, due dates, progress and next actions. Update your progress and mark completed goals when finished.
2. Certifications stores the credential details and supporting evidence. Enter the actual expiration date. A reminder does not renew a certification.
3. Files accepts the types and size limits displayed on the upload form. Select the narrowest appropriate download visibility. Never upload patient information. Archive retains record history; it does not erase a file.

Get help and leave a shared device

1. If a record is unavailable, confirm the selected program and your assignment. For missing forms, ask the coordinator to assign the form to the person who will complete it.
2. If a save reports that the record changed, refresh and review the current version before retrying. Do not repeatedly submit or share your password.
3. Contact your program coordinator for educational records and your school administrator for account access. Platform administrators handle installation issues. Include the screen name and error text, without patient details or passwords.
4. Use Log out when finished, especially on a shared clinical device.

School preceptor training and facility receipts

1. School staff open Preceptor training → Add training. Upload PDF, PPT, PPTX or MP4 up to 16 MB. Compress or split longer videos. Enter the training version, objectives and required completion evidence. Training files are shared with program members.
2. Assign that training version to selected preceptors or instructors and set a due date. Assignments appear in the training workspace, dashboard and reminders. This action does not send materials to an external facility.
3. The assigned preceptor downloads the materials, completes the required activities and uploads completion evidence. The preceptor confirms their own password and submits. A different coordinator reviews and approves or returns the evidence.
4. For facilities, choose Bulk facility updates, select the training version and facilities, then record each facility’s sent date and delivery method. To mark received or approved, enter the receiving representative, title, receipt date and proof document. Approval requires the staff member’s own password.
5. Facility acknowledgment is separate from individual preceptor completion. Do not use a facility receipt to claim that all its preceptors completed training. The report preserves the version, evidence hashes, actors and timestamps.
6. Use Print training report or Download training PDF for a branded register. Upload the approved report and supporting evidence to Files and link them in the site-visit binder. Changed, archived or expired materials are flagged for review.

Standard and custom skill requirements

1. Program managers open Program requirements and browse the Paramedic or AEMT catalog. Select a program or cohort scope and the entries needed. Optional prerequisite checks start unselected.
2. Imported requirements remain drafts. Review the full official SMC source, state requirements, age boundaries, simulation rules, formative practice and patient totals. AEMT range-based recommendations begin at the lower value and require reconciliation.
3. Edit unused requirements to set the approved minimums, live minimums and proficiency targets. Record the medical director approval and advisory review reference. Formal director signatures are recorded separately in Director signatures.
4. Use Add a custom skill or requirement for school-specific expectations. Requirements with student records cannot be overwritten; archive with a signed reason and create a replacement.
5. Pediatric subgroup and aggregate tracking refer to the same encounter. Do not count them as additional unique patients. Separate formative laboratory records from patient-encounter summary categories.

MedicPath sign-in, logout and password recovery

Log out returns to MedicPath home. Forgot password opens the app’s recovery page. Enter your account email or username and follow the email link to choose a new password. Reset links expire under the WordPress account security policy. Contact your school administrator if the email does not arrive. Password changes are completed by the account holder. The website’s other account flows remain separate.

Your first day

1. Sign in, choose your program and confirm the cohort shown on your records. Review Today’s tasks and upcoming shifts.
2. Open Show my QR code. Print a badge if your program uses physical badges, or display it on your phone when a preceptor needs to find you.

Attend a rotation and log skills

1. Open Schedule for your assigned rotation. Use Clock in and Clock out when those actions are available. Report a missing time or attendance exception to your coordinator.
2. Open Rotation tracking, find your assignment and choose Log linked skill. The form carries the student, cohort, evaluator and training area from the rotation.
3. Choose the correct approved requirement, performance date, live or simulation setting, patient age group and all attempts and successes. Do not include patient-identifying information.
4. Submit for verification. Clinical, field and capstone skill records need a matching rotation; use unlinked lab practice only for appropriate lab activity. Skills and hours are separate: logging a skill does not create attendance hours.

Understand approval and credit

1. A selected evaluator verifies your skill. A different coordinator or authorized director gives final approval. You cannot approve your own work.
2. Attendance needs valid recorded times, the correct cohort and training area, any break deduction, and the appropriate approval. Pending attendance is shown separately from approved hours.
3. Progress counts approved, eligible skills. If a rotation or supporting record changes, credit may need another review. Ask your coordinator about the finding shown on the record.

Complete and correct a form

1. Open Forms or an assigned task on the dashboard, choose Complete assignment, answer the questions and confirm the attestation.
2. An official-document workflow requires the completed document attachment. A digital form is completed directly in MedicPath.
3. Submitted responses are locked. If returned, open the task, correct it and resubmit. Keep separate assignments for separate shifts or review periods.

Keep personal records current

1. Review expiring certifications and upload current evidence. Keep your goals updated.
2. Open a message to your eligible staff recipient when you need a nonurgent clarification. Contact your coordinator if the recipient is not available.

Find the student

1. Scan the student’s badge with your phone camera and sign in with your own preceptor account. Confirm the student and program before opening any record.
2. If the student is unavailable, ask the coordinator to check your rotation assignment. Having a badge link alone is not sufficient.

Complete a student evaluation

1. On the student’s Review & sign view, open the assigned evaluation. The evaluation recipient should be you; the subject student should be the learner you observed.
2. Complete the form and attestation, then submit. The coordinator reviews your response independently. Open a returned evaluation to correct it.

Verify a skill

1. Open the sign-off queue or the student’s skill record. Check the requirement, date, live/simulation context, training area, attempts and successful attempts.
2. Use the verification action only when you are the selected evaluator. Confirm the attestation and your account password.
3. Verification sends the record to an independent coordinator. It does not by itself give final skill credit. Contact the coordinator if the entry needs correction.

Verify attendance

1. Open Rotation tracking → Attendance & skills. Compare clock-in and clock-out with the actual experience. Resolve missing times or exceptions through the coordinator first.
2. Choose the matching training area and enrolled cohort if allocation is needed. Enter non-credit break minutes. Confirm the attendance attestation with your own password.
3. A different coordinator approves the attendance credit. You cannot give both evaluator verification and final approval to the same attendance record.

Stay in contact

1. Use Messages for nonurgent communication with eligible members. Read timestamps indicate that a conversation was opened, not that the request was completed.
2. Do not enter patient names, charts, dates of birth or clinical narratives containing patient information.

Review learning progress

1. Choose your program and use Progress to review accessible learners and their requirements. Filter by student or cohort where available.
2. Use Rotation tracking to review attendance credit and linked skills by training area. Open the record to investigate a pending or invalid entry.

Record and verify skills

1. You may enter a skill for an active student where your account permits. Confirm the student and cohort, then link the matching rotation for clinical, field or capstone work.
2. Use an approved requirement and a different authorized evaluator. A student’s identity and enrollment cannot be changed on an existing record.
3. If selected as the evaluator, open the skill, review its details, confirm the attestation and use your own password to verify. Final approval requires a manager who is different from the evaluator.

Work with forms

1. Complete forms assigned to you. Use the Forms library to preview available workflows.
2. In the main MedicPath workspace, a coordinator, director or school administrator installs and assigns forms and changes approved program requirements. Ask that person when a form or requirement is missing.

Coordinate follow-up

1. Use Messages to clarify a returned record or arrange nonurgent follow-up. Use My goals for your own planning and Certifications for your own credentials.
2. Report source-record changes to the coordinator so affected attendance or skill approvals can be reviewed.

Start with the dashboard

1. Review Today’s tasks, the sign-off queue and attendance tiles. Choose a student or cohort in the relevant workspace for a closer view.
2. Check missing site-visit items and return stale or incomplete records for correction. A setup check means a setting is present, not that the approved matrix is complete.

Add a site and assign a rotation

1. Open Sites & rotations → Add clinical site. Enter the site name, full address, type, contact name, email, phone and timezone. Add orientation instructions as needed.
2. Choose Assign rotation. Select the site, explicit credit training area, student, enrollment cohort and assigned evaluator. Enter start and end times in the selected site’s timezone.
3. Confirm the new assignment in Rotation tracking and Schedule. An inactive site remains in history but cannot be used for a new rotation.

Approve attendance and skills

1. Open Attendance & skills after evaluator verification. Confirm actual recorded times, cohort, training area and break deduction. Use your password and attestation to approve when you are a different reviewer.
2. For skills, review the verified record and give independent approval. Return incorrect records with a clear reason; preserve the original history.
3. If source attendance changes, re-review it before credit is restored. Scheduled durations are never a substitute for missing clock-in or clock-out.

Set targets and assign forms

1. Use Set cohort hours target in Rotation tracking to enter program-approved hours for each training area and record the approval reference.
2. Use Program requirements for approved skill requirements. Requirements already used in student records are locked; archive with a reason and add a replacement when required.
3. In Forms library, preview a form and choose Use this form. Select the recipient who will complete it, the learner being evaluated, occasion and due date. Reassign for a new shift or review period.

Prepare reports and packets

1. Complete Report settings with the school logo, school name and both director names before generating branded reports.
2. Save an approved evaluation PDF for site visit, then review and save the draft binder entry with its actual review date.
3. Organize evidence in the Site visit binder. Prepare a Visit packet, declare its scope and run Check & build packet. Resolve every reported file or review issue before downloading.

Know what requires another role

1. The school administrator assigns director accounts and controls program reminder settings. Each designated director signs their own review.
2. Use Messages for program follow-up. The inbox does not grant access to another person’s conversations.

Confirm program readiness

1. Review the setup checklist, hours targets and approved skill requirements for each cohort. Confirm that the entered matrix matches your program’s approved requirements.
2. Check reporting cohorts and Outcomes for completion, credentialing and placement evidence. Use the dashboard’s readiness findings to find missing or outdated records.

Manage clinical sites and rotations

1. Open Sites & rotations to create or update site addresses, contact information, departments, orientation details and timezones.
2. Assign rotations with an explicit lab, clinical, field or capstone credit area and the student’s actual cohort. Choose an authorized evaluator.
3. Deactivate unavailable sites instead of removing their history. Review the hours and linked skills under Rotation tracking.

Review and approve learning records

1. Verify a skill only when you are its selected evaluator. For final skill or attendance approval, you must be different from the evaluator.
2. Open a pending review, examine the exact record and evidence, and sign with your own password. Return corrections with a reason.
3. An approval is not transferred to a revised source record automatically. Review changed attendance and evidence again.

Sign as Program Director

1. The school administrator must assign your active Program Director membership in accreditation settings.
2. Open Director signatures and the relevant review. Read its files, mapped requirements and revision. Confirm the Program Director attestation with your own account.
3. The Medical Director signs separately. A name in a report heading is not a director signature. Revisions preserve history and require new approvals.

Prepare official exports and a site visit

1. Use Official workbooks to select a supported official template and reconciled reporting cohort. Complete and review any unsupported or manual sections in the official workbook.
2. Review binder evidence, expiration dates and document scope. Build the packet only after its checks pass.
3. The software assists preparation; it does not certify accreditation or submit documents to an accreditor for you.

Communicate and support your team

1. Use Messages for nonurgent program coordination and review read timestamps when following up.
2. Refer access changes and director account configuration to the school administrator.

Check your assignment

1. Sign in with your own account and choose the correct program. The school administrator must give you an active Medical Director membership and select it in accreditation settings.
2. Open Director signatures or a review assigned on your dashboard. You see reviews and supporting evidence authorized for your account.

Review and sign

1. Read the review type, student or cohort context, supporting files and mapped requirements. Confirm you are reviewing the intended version.
2. Use the Medical Director signature action, confirm the attestation and enter your own account password.
3. The Program Director must sign separately. Neither person should share a password or sign in as the other.

Handle corrections

1. If a document or requirement changes, the earlier review may become outdated. Ask the coordinator or Program Director to create a revised review.
2. Read the revised evidence and sign again when appropriate. Existing signed history remains available.

Understand your workspace

1. The Medical Director role is focused on assigned director reviews. School administration, site editing, general cohort management and routine final skill approval require the appropriate additional role.
2. A director name printed in the report header identifies leadership; check the review record for an actual electronic attestation.

Communicate and manage personal records

1. Use Messages with eligible program staff for nonurgent questions. Review sent/read times without treating them as approval.
2. You can keep your own goals, certifications and assigned forms current where available.

Set up the school

1. Open Company administration. Choose your school, confirm its name, add programs and create cohorts with the correct dates.
2. Only the platform administrator creates a new school. Your school account manages the schools assigned to it.
3. Add each learner and staff member with the correct program, cohort and role. Separate memberships preserve role and enrollment history.

School billing and student seats

1. Open School billing and choose your school. Only a school/company administrator or platform administrator can manage payment settings.
2. The annual plan is USD $24 per student seat. Staff, directors and preceptors are included. Each active student counts once across this school’s programs.
3. Choose enough seats, review the annual total and renewal acknowledgment, then continue to Stripe. Applying for beta access does not start a subscription. Checkout stays disabled until the platform connects and tests Stripe.
4. You may subscribe while beta testing is open. The same school, accounts and records continue after conversion. After beta ends, your school needs an active subscription to submit and approve new work; existing records and exports remain available.
5. After checkout, MedicPath verifies the subscription with Stripe. Refresh billing status if payment is still processing. Do not create another subscription to retry a delayed payment.
6. Use Manage billing & invoices for invoices, payment details and cancellation. Seat changes must be enabled in the Stripe customer portal. Contact the platform administrator if the required control is unavailable.
7. Subscribed schools must have an available paid seat before adding or reactivating a different student. Deactivate former students to free seats; this preserves their records and does not change the subscription price automatically.

Give people access

1. Use Add member / membership with the person’s name and email. New accounts use the sign-in page’s Forgot password flow to set their password; the membership screen does not send email.
2. For a role or cohort change, add the new membership and deactivate the old one. Do not repurpose a historical membership.
3. A different administrator must change your own company-administrator access. Existing accounts outside your school may require platform-administrator assistance.

Assign directors and branding

1. Create separate active Program Director and Medical Director memberships. In accreditation settings, assign both accounts to the program.
2. Open Report settings and save the school logo, school name and director names. This school branding is separate from the MedicPath product logo.
3. Configure the dashboard review and certification warning windows. Program email reminders are separate from internal messages and depend on WordPress mail and scheduling.

Manage the educational workflow

1. Use Sites & rotations to maintain partners and assign students. Set approved hours targets and skill requirements for each cohort.
2. Install and assign reviewed forms. Ensure the evaluator is the form recipient and the learner is the subject when appropriate.
3. Review attendance and skill approvals with the required separation of reviewers. Use the tiles to locate pending work.

Keep records and reports usable

1. Review access and membership status regularly. Use Files and the Site visit binder with appropriate visibility and review dates.
2. Prepare branded reports and packets, and reconcile official workbooks with your program’s source records.
3. Use Messages for your own program conversations. Administrator status does not automatically expose other people’s inboxes.

Prepare the installation

1. Install the staged plugin update in WordPress using Replace current with uploaded. Back up the database and plugin first.
2. Verify the main app, sign-in, public landing page and beta form. App pages use the MedicPath layout without the main website navigation.
3. Test WordPress sessions, mail, scheduled reminders, backups and the full multi-account pilot before relying on real school records.

School billing and student seats

1. Open School billing and choose your school. Only a school/company administrator or platform administrator can manage payment settings.
2. The annual plan is USD $24 per student seat. Staff, directors and preceptors are included. Each active student counts once across this school’s programs.
3. Choose enough seats, review the annual total and renewal acknowledgment, then continue to Stripe. Applying for beta access does not start a subscription. Checkout stays disabled until the platform connects and tests Stripe.
4. You may subscribe while beta testing is open. The same school, accounts and records continue after conversion. After beta ends, your school needs an active subscription to submit and approve new work; existing records and exports remain available.
5. After checkout, MedicPath verifies the subscription with Stripe. Refresh billing status if payment is still processing. Do not create another subscription to retry a delayed payment.
6. Use Manage billing & invoices for invoices, payment details and cancellation. Seat changes must be enabled in the Stripe customer portal. Contact the platform administrator if the required control is unavailable.
7. Subscribed schools must have an available paid seat before adding or reactivating a different student. Deactivate former students to free seats; this preserves their records and does not change the subscription price automatically.

End beta and convert schools to paid accounts

1. Open Beta program → Beta testing. Application intake and beta testing are separate controls.
2. Connect and validate the live Stripe annual price and webhook in School billing. You cannot end beta with incomplete setup or test-mode billing.
3. Review the confirmation, then choose End beta & require school subscriptions. Checkout is enabled automatically. No school is charged just by switching this setting.
4. All existing schools, accounts, memberships, skills, forms and documents remain intact. Unpaid schools can view/export existing records and open billing, but new submissions and approvals require an active subscription. Unsynced device entries are retained for attention.
5. Schools may subscribe during beta from School billing. Successful payment converts that same school, with no account recreation or record migration.
6. Reopen beta testing only if you intend to restore testing access for schools that have not subscribed. Existing paid subscriptions continue renewing until managed in Stripe.

Review beta applications

1. Open Beta program. Review new requests, work email, school, role, program level and testing goals. Submitted applications do not create accounts.
2. Change the review status and record internal notes. Open or pause applications with the intake control.
3. For an approved program, create the school and its administrator in Company administration. Coordinate account setup and password reset separately. Mark the application Onboarded after setup is complete.
4. Review status changes do not send email or create memberships. Do not mark an applicant onboarded before those steps are complete.

Create and support schools

1. Open Company administration → Add school. Add its programs, cohorts and initial school-administrator membership.
2. Use only the school and program needed for the support task. Confirm names and scope before changing membership.
3. In View As mode, messages and signatures are blocked. Return to your own account to perform authorized administration; do not sign on behalf of a director or learner.

Verify credit and data separation

1. Run a fictional rotation through clock times, evaluator verification, coordinator approval, the correct training-area totals and a branded PDF.
2. Check that another school cannot access sites, student records, messages, forms or beta applications outside its permissions.
3. Review unfamiliar or changed attendance classifications. Do not use scheduled time as approved attendance or overwrite historical approvals.

Manage releases and support

1. Keep release notes and user manuals available with the installation. Clear cached assets after an update and check the displayed version.
2. Retain backups and the previous ZIP for rollback. A plugin downgrade does not reverse records created after the upgrade.
3. Investigate failed mail and background jobs using WordPress administration. An accepted mail status is not proof of inbox delivery.