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  1. Sign contract for educational use of PKB

  2. Choose who will register as coordinator users to configure your use of PKB with your educators and students (usually professors or university administrative staff)

  3. Agree with PKB: the model use (simulated/hybrid/live), how the platform will be set up, and which features will be used

  4. Professors and administrative staff attend the PKB training session

  5. PKB Project Manager to set up the platform and invite the teams' coordinators

  6. Coordinators to register and to invite all the educator who will be involved in monitoring the students’ use of PKB

  7. PKB Project Manager registers as a coordinator and as a professional too, in order to be able to help the educators if they have issues

Setting up student users

  1. Coordinator invites each student to register using the educational email address of the student

  2. Each student registers for a PKB professional account to use the platform

  3. If agreed with the educators, your PKB Project Manager will provide an introduction to Patients Know Best and a demonstration of how to use the platform to all students

  4. Educators provide students scenarios, guidance and protocol around how to use PKB, this can include:

    1. Do’s and don’ts of PKB/online etiquette

    2. What functionality will you encourage the students to use

    3. What rules will be applied to the student teams in PKB - how they curate responses to volunteer patients in the platform - encourage shared decision making

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