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Classrooms

Classrooms organize students and preceptors for a clinical rotation—members, templates, schedule tracks, and progress toward hours, skills, and evaluations.

Overview

Admins and faculty open Classrooms from the main navigation and see the classrooms they manage. Preceptors see classrooms they belong to. Students also open Classrooms (their enrolled list only) to check progress and schedule.

Click a classroom to open its dashboard.

Create a classroom

Admins and faculty with institution-wide classroom access can click Add Classroom. A new classroom is created immediately and opens for editing.

  1. On Details, set the name (required) and optional skills template, clinical log template, and required hours.
  2. Under Classroom Settings on the same tab, configure:
    • Enable Student AI — lets students use AI assistance for SOAP note generation in clinical logs
    • Allow students to self-select schedules (on by default) — when enabled, students can pick an available track; when disabled, only staff assign schedules
    • Require Location Verification — students must enter a verification code for confirmed start and end times
  3. On Students and Instructors, enroll existing people or add new ones (including spreadsheet import). Toggle Enrolled per row, or select rows for bulk enroll, unenroll, or schedule assignment.
  4. Define schedule tracks and date segments under Placements → Schedules (not in the classroom editor). Once tracks exist, assign each student and instructor to a track from the Students and Instructors tabs—or use Suggest Assignments on the Students tab to draft placements for this classroom.
  5. Changes save automatically as you edit; a brief Saving… indicator appears while updates are in flight.

Members

  • Add students and instructors from the Students and Instructors tabs, or from Users with bulk “add to classrooms.”
  • Admins and faculty can also create users while editing a classroom; new accounts are invited by email.
  • Use Transfer Students from the classroom actions menu to move people into other classrooms (for example at graduation).
  • Archiving a user removes them from classroom memberships. Individual student analytics for those classrooms stay available for history.

Schedule tracks

Schedule tracks are created and edited under Placements → Schedules. Use tracks when one classroom has parallel schedules (for example morning vs afternoon, or two sites):

  • Give each track a clear name.
  • Per track, set one or more date segments with location/unit and weekly hours (plus date overrides for holidays).
  • When tracks exist, the Students and Instructors tabs show a Schedule column to assign each enrolled member to a track. A capacity warning links to Placements → Calendar when a unit may be over capacity.
  • If student self-selection is enabled (the default), unassigned students can pick a track themselves.
  • Use Suggest Assignments on the Students tab (this classroom only) or on Placements → Schedules (all active classrooms) to draft rules-based track placements before you confirm.
  • Export schedule info to Google, Outlook, or Apple Calendar from Schedule Info on the classrooms list.

Classroom dashboard

Open any classroom to review progress and day-to-day activity. The list view already shows hours, skills, and evaluation progress so you can spot cohorts that need attention.

From the actions menu you can view the dashboard, edit, duplicate (admins), show a location verification code (if enabled), transfer students, or archive/unarchive.

Student Classrooms view

Students see only classrooms they are enrolled in. From there they can:

  • Open their student dashboard for that classroom
  • Compare personal progress to the class
  • View schedule info for their track and export to a calendar
  • Open Clinical Passport from the sidebar for a cross-classroom skills summary (see Clinical-Passport)

Personalized Learning Plans (PLP)

On the Intelligence plan, educators can generate Personalized Learning Plans for individual students from the classroom dashboard.

A PLP is an AI-generated summary of a student’s strengths, gaps, and suggested focus areas based on logs, skills, evaluations, and checkoffs in that classroom. Generation runs in the background; when complete, the plan is published and visible to the student on their classroom dashboard.

Generate for one student

  1. Open the classroom dashboard and select a student.
  2. Run Generate PLP (or open an existing plan to regenerate).
  3. Wait for generation to finish—you can navigate away and return later.
  4. Review and edit the published plan before sharing it in advising conversations.

Bulk generate

Select multiple students on the dashboard, then Generate PLPs to run plans in batch. Choose whether to override existing plans or skip students who already have one. Bulk generation consumes Agents usage from your institution’s monthly allowance (same pool as Agents).

Students on Pro plans can view published PLPs; educators generate them.

Archive and duplicate

  • Archive hides a finished rotation from the default list without deleting history.
  • Duplicate copies settings, members, and schedule into a new classroom (not logs, evaluations, or analytics)—useful for the next term.

Tips

  1. Name classrooms by term and rotation so the list stays scannable.
  2. Assign log and skills templates before students start documenting.
  3. Set schedule tracks early so calendar exports stay accurate.
  4. Archive completed classrooms so the active list stays short.

Troubleshooting

Cannot see a classroom
Preceptors only see classrooms they belong to. Check the archive filter if an older classroom is missing.

Students missing from the roster
Confirm they were selected on the Students tab. Archived users are removed from classroom memberships (re-enroll after unarchiving if needed).

Schedule issues
Confirm tracks and segments are set under Placements → Schedules (end times after start times, valid dates). Assign members to tracks on the Students and Instructors tabs when schedules exist.

Verification code issues
Confirm location verification is enabled, share the current code, and reset it if it may have leaked.

Related features

  • Users: Invite accounts, assign seats, and set cohort codes
  • Placements: Schedule tracks, calendar, locations, and compliance matrix
  • Locations: Clinical sites and units used on schedule segments (also under Placements)
  • Templates: Skills and clinical log templates
  • Clinical-Passport: Student skills summary across classrooms
  • Agents: Bulk PLP generation uses Agent usage
  • Add-Clinical-Logs: How students document encounters
  • Review-Logs: Preceptor review of submitted logs

Support

For classroom setup questions: support@healthtasks.ai