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BT/ST

Planning tools for trainee doctors

Doctors' basic duties (BT) and specialization duties (ST) follow the regulations and goal descriptions of the National Board of Health and Welfare. These state how the training should be planned, implemented, assessed and documented – from the first day of basic duties to the application for specialist competence.

This entire structure is built into a digital planning tool for training doctors BT/ST. Goals, activities, assessments and certificates are organized so that everything is in line with the requirements of the Swedish National Board of Health and Welfare.

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Ortrac - Planeringsverktyg för utbildningsläkare

Planning tools for trainee doctors

Doctors' basic duties (BT) and specialization duties (ST) follow the regulations and goal descriptions of the National Board of Health and Welfare. These state how the training should be planned, implemented, assessed and documented – from the first day of basic duties to the application for specialist competence.

This entire structure is built into a digital planning tool for training doctors BT/ST. Goals, activities, assessments and certificates are organized so that everything is in line with the requirements of the Swedish National Board of Health and Welfare.

Parts of the planning tool

Individual Education Program (IUP)

The training begins with an individual training program (IUP) that is developed based on the National Board of Health and Welfare's goal descriptions. In the platform, the IUP is linked to interim goals, assessments, competencies and training activities, which makes it easy to plan, follow up and adjust the training throughout the BT and ST period.

Assessment and progression

During the training, all activities, assessments, supervision discussions and courses are documented directly in the platform. The system clearly shows what has been achieved, what remains and how the progression develops over time.

Service record and certificate

The platform contains a digital duty list that is automatically updated based on registered periods. The list shows which care units and time periods are included in the training – a central part of the basis for the National Board of Health and Welfare's certificate.

Application to the National Board of Health and Welfare

When all milestones are met, the platform automatically generates the complete application to the National Board of Health and Welfare, including the list of duties, certificates and attachments. Everything is collected in one place – structured, quality assured and traceable.

Common challenges

Difficult to get a complete picture of each doctor's progress

Solution: Orzone clearly shows what each BT and ST doctor has done – and what remains to be done. All milestones, placements and assessments are documented digitally and automatically compiled in a clear view.

  • Follow progression in real time, individual by individual

  • See what has been achieved and what requires effort

  • Facilitates dialogue prior to supervisor discussions and final assessment

Ortrac clearly shows what each BT and ST doctor has done – and what remains to be done.

Scattered documents and manual processes

Solution: All assessments are collected digitally – Mini-CEX, EPA, reflections, tutor feedback and more.

  • Forms linked directly to goals

  • Automated assessment and feedback flows

  • Clear overview and follow-up

In Ortrac, all assessments are collected digitally – Mini-CEX, EPA, reflections, supervisor feedback and more.

Increased supervision and assessment tasks

Solution: Orzone streamlines the supervisor's everyday life with digital forms, automated compilations and clear overviews. The system provides support in assessment, feedback and follow-up.

  • Clear structure for the tutorial

  • Automatic compilations for calls and follow-ups

  • AI support that highlights what has been done – and what requires effort

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Difficult to monitor the scope and quality of guidance

Solution: Orzone logs tutoring sessions, feedback, and tutor assessments. The platform shows how often tutoring occurs – and what is actually said.

  • Supervisor-level statistics

  • Visual overview of tutoring activity

  • AI support to analyze trends and identify needs

Orzone logs tutoring sessions, feedback, and tutor assessments.

No overall picture for the clinic or region

Solution: Orzone provides reports at individual, unit and regional levels. Track quality and progression in the short and long term – compare placements and find areas for improvement.

  • Clinic comparisons

  • Reports for supervision, improvement work and trend analysis

  • Basis for regional governance and quality development

Orzone provides reports at individual, unit and regional levels. Follow up on quality and progression in the short and long term.

Difficult to know where action is needed

Solution: AI highlights patterns: Where is feedback lacking? Which goals are difficult to achieve? Which supervisors need support?

  • AI analysis of assessments and feedback

  • Insights into progression, supervision and learning environment

  • Suggestions for targeted improvement efforts

Ortrac AI highlights patterns: lack of feedback, goals difficult to achieve, supervisors need support

External assessment & SPUR

Solution: Orzone automatically generates a complete base for SPUR and other external audits. All documentation is collected digitally – structured, searchable and ready to share.

  • Full traceability: guidance, feedback and goal achievement at individual and unit level

  • One click away: ready-made export compilations for SPUR and supervision

  • Quality assurance: data that highlights strengths and areas for improvement in education

Orzone automatically generates a complete document for SPUR and other external audits.

System support for all roles

For complex training to work in reality, more than technology is needed - it requires clear support in everyday life. Orzone meets the needs where they arise: for training managers who need an overview, supervisors who want to work in a structured way and doctors who want to see their own development.

For education managers:

  • Overview of all BT doctors and their progression in real time

  • Digital education plans (IUP) linked to the goals of the National Board of Health and Welfare

  • Compilations of placements, assessments and supervision

  • Reports at individual, clinic and regional level

  • Statistics for follow-up, supervision and quality work (e.g. SPUR)

  • AI support that shows where feedback is missing or interventions are needed

  • Exports and documentation for external review – one click away

For supervisors:

  • Simple interface for assessing goals and documenting supervision

  • Digital forms for Mini-CEX, EPA, feedback and reflection

  • Plan and document calls

  • See what's done and what's missing

For the BT/ST doctor:

  • Everything collected in a personal portfolio

  • Overview of what is complete and what remains

  • Opportunity to self-assess your skills and follow progression

  • Feedback collected from multiple supervisors

  • All documentation saved – ready to be used in continued ST

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