UPMC Health Plan Preceptor Workshop: Documentation Online Module

The Heath Plan Preceptor Workshop provides clinical staff with the knowledge and skills needed to effectively orient new staff to provide safe, effective, and efficient care coordination for UPMC Health Plan members. This online module covers onboarding/orientation documentation procedures and best practices.

There is no educational content to this course. This course is designed to supplement training that has already occurred. This course is designed to only administer the post-test and collect CME evaluations.

Target Audience

Nurses, Social Workers, Health Coaches, Registered Dieticians, and Paramedics / EMTs

Learning Objectives

Upon completion of this activity, participants should be able to:
  • Describe procedures for documenting orientee progress and escalating challenging preceptee behaviors to leadership as appropriate.
  • Summarize the importance of a structured onboarding/orientation checklist that is tailored to the needs of the organization, aligned with the workflows of the staff, and meets specific departmental competency needs.
Course summary
Available credit: 
  • 0.50 ANCC
    UPMC Provider Unit is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation
  • 0.50 Attendance
Course opens: 
Course expires: 
UPMC Health Plan - Online Module
Pittsburgh, PA 15219
United States
Michelle Schreiber, MSN, RN, CCM
Senior Clinical Education Coordinator, Clinical Training & Education, UPMC Health Plan
Michelle began her nursing career in 1982 following graduation from  Carlow  University.  Her nursing experience is varied consisting of the following work experiences:  General medical surgical nursing, adolescent chemical dependency, physical rehabilitation, home care, and case management.  During Michelle’s career she has held the roles of staff nurse, clinical coordinator, discharge advocate, telephonic case manager, supervisor, and manager.  In 2014 Michelle obtained an MSN  from Waynesburg University with concentration on administration and education.  She has been at UPMC Health Plan since 2008, where her passion for care management developed.  She became a certified care manager in 2021, and currently holds the role of Sr. clinical education coordinator on the clinical, training, and development team. In addition, Michelle fulfills the role of nurse planner at UPMC Health Plan. 
Maureen Pentz, BSN, RN, CCM
Senior Professional Care Manager, Medicare Clinical Case Management, UPMC Health Plan
Maureen is a sr. professional care manager on the MC telephonic team.  She is also the facilitator of the professional development workgroup for the ISD Professional Practice Council. In addition, Maureen service as a member of the parent advisor council for the PA Pediatric Palliative Care Coalition.  She is also the Executive Director of the Isaiah Pentz Memorial Carnival.  Maureen obtained a Bachelor of Science in Nursing from the University of Wisconsin and is also a certified case manager.  She also is a first aid instructor for the American Heart Association.  Her clinical background consists of clinical intensive care, emergency department, high risk OB & medically fragile children, pediatrics, and med-surg., simulation coordinator.  Maureen also held the role of a nursing instructor with focus on maternal child nursing.
Conflict of Interest Disclosure
No planners, members of the planning committee, speakers, presenters, authors, content reviewers and/or anyone else in a position to control the content of this education activity have relevant financial relationships to disclose.
Disclaimer Statement
The information presented at this CME program represents the views and opinions of the individual presenters, and does not constitute the opinion or endorsement of, or promotion by, the UPMC Center for Continuing Education in the Health Sciences, UPMC / University of Pittsburgh Medical Center or Affiliates and University of Pittsburgh School of Medicine.  Reasonable efforts have been taken intending for educational subject matter to be presented in a balanced, unbiased fashion and in compliance with regulatory requirements. However, each program attendee must always use his/her own personal and professional judgment when considering further application of this information, particularly as it may relate to patient diagnostic or treatment decisions including, without limitation, FDA-approved uses and any off-label uses.
In support of improving patient care, the University of Pittsburgh is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME) and the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
Nursing (CNE)
The maximum number of hours awarded for this Continuing Nursing Education activity is 0.5 contact hours.
Other Healthcare Professionals
Other health care professionals will receive a certificate of attendance confirming the number of contact hours commensurate with the extent of participation in this activity.

Available Credit

  • 0.50 ANCC
    UPMC Provider Unit is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation
  • 0.50 Attendance
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