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Table of Contents
Login .......................................................................................................................................................................... 3
Menu Options ............................................................................................................................................................ 5
Dashboard ................................................................................................................................................................. 6
PT/PTA Assessment.................................................................................................................................................. 7
Start, Continue or View Assessments .................................................................................................................... 7
NOTE: 2 CIs Completing Assessments. ............................................................................................................. 8
Save your Rubric .................................................................................................................................................... 9
Significant Concerns ................................................................................................................................................ 10
PT/PTA Reports ....................................................................................................................................................... 11
Clinical Site Profile ................................................................................................................................................... 12
My Notes.................................................................................................................................................................. 12
Training Videos ........................................................................................................................................................ 12
APTA CPI 3.0 CI & SCCE Getting Started Guide .................................................................................................... 13
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Login
Go to https://cpi.apta.org
Click Login.
Log in to your account using your APTA login credentials.
For login questions/issues: Email [email protected] or call 800-999-2782 (APTA). This
includes situations of multiple APTA accounts, password reset, and updating email addresses. You
may also update your email address by going to Contact Information. Please do not create a new
account if one currently exists in the system.
4
Agree to the Terms of Use.
The Dashboard appears.
*Note* The Clinical Instructor will only see students they are associated with. If the CI is associated with
multiple programs, use the program dropdown menu in the top right to switch programs.
5
Menu Options
The
Dashboard shows a comprehensive and dynamic view of
student
competency levels. Use the dashboard filters to sort
information by Mid
-Term or Final Assessment, Cohort, Batch,
Clinical Experience and Student.
The
Assessments page is where Active Student and CI CPI
evaluations can be viewed and
where Significant Concerns are
documented
.
The
Reports page provides a quick snapshot of the completed
Student and CI CPI evaluations and a way to download the
information into an Excel Spreadsheet.
The
Clinical Site Profile is where the
CSIF lives. This page shows
all completed CSIF
profiles for sites associated with your program.
The
Settings tab is where you manage sites for which your are
the SCCE and can view
clinical experiences
associated with those
sites.
The
My Notes area is available for all users to keep private notes
while in the CPI 3.0.
This dropdown is used to switch between multiple
programs to
which you are associated.
Click to enter/exit full screen.
Click to access User Guides.
Click your User name dropdown to:
• View your user profile
•
Log Out of the system
6
Dashboard
The Compency.AI dashboard shows a comprehensive and dynamic view of student competency levels.
Use the dashboard filters to sort information by Mid-Term or Final Assessment, Cohort, Batch,
Clinical Experience and Student.
Select specific Domains and Competencies and mouse-over to see the score for each
competency for additional information.
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PT/PTA Assessment
PT Assessments are assigned by the DCE.
Use PT Assessments to complete or review assessments and track assessment completion progress.
Start, Continue or View Assessments
APTA Rubric evaluations have been created and mapped by APTA administrators. Click the Action for your
selected student to Start or Continue an Assessment. If the assessment is complete, click the Action to View
the CI Assessment. You will not be able to view the student’s assessment until you have completed your
own assessment.
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Verify the student’s name and evaluation (Midterm or Final), then complete the rubric by selecting the appropriate
response for each criterion. Clicking on a rating will automatically save the rating for that criterion. You
must click to another area after making a comment for it to auto-save.
NOTE: 2 CIs Completing Assessments.
It is important to note that if there are two CIs paired with a student, they will be working on a single
assessment. The portal does not support multiple users simultaneously working on an assessment. CIs
will need to coordinate and add their rating and comments at different times so when they click "Save as
Draft," their work will be saved in the assessment. Click “Save as Draft” regularly to refresh the page and
save the contents.
The CIs will have to agree on a rating for each criterion. If one CI submits the assessment, the other CI
will no longer be able to edit it, so make sure they confirm with each other prior to submission. Please
have each CI sign off on their individual comments so that they can be differentiated during assessment
review.
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Scroll to the end of the rubric to add comments for an Overall Summary, Number of Days Absent, and Days
Absent Comments. You cannot type alphabetical values in the Number of Days Absent box.
Save your Rubric
Clicking on a rating will automatically save the rating for that criterion. You must click to another area after
making a comment for it to auto-save.
Save As Draft allows you to save an incomplete rubric without publishing it to other areas in
Competency.AI. Rubrics saved as a draft will remain in progress until edits are complete and
submitted.
Submit Once you click submit the rubric is complete. You will not be able to make any edits.
Please review your comments and selections carefully, then click Submit.
Back brings you back to the PT Assessments page.
Notes: If you need to make edits to your assessment, please contact the program administrator to have them
unlock the assessment.
If you are affiliated with a military program, you may experience errors when completing the assessment due
to firewall restrictions. Please attempt to access the assessment from a different WiFi network prior to reaching
out to support.
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Significant Concerns
Throughout the clinical experience, students and CIs may submit “Significant Concerns” to the
DCE/ADCE. These comments pertain to incidents that have occurred throughout the clinical experience
or situations that are of concern to the student or clinical instructor(s). They can submit these concerns at
any time.
When a Significant Concern is reported, the DCE and ADCE will receive an automated email
notification. The Significant Concern button will populate as a red button next to the assessment—
clicking on it will open the dialog box.
Here, you can review your comments and any replies that have been shared with you.
Please note: The Significant Concerns box functions as a notification service, not a communication
service.
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PT/PTA Reports
PT/PTA Reports allows the CI to view and download scores and comments. The CI can only view and
download information for students he/she is associated with.
1. Click PT Reports or PTA Reports
2. User the filter to create your desired report
a. Check “Include Comments & Narratives” to view and download comments and narrative made
in both CI Assessments and Student Self Assessments.
b. You MUST click Apply to apply the filters
c. Download creates an excel version of your results
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Clinical Site Profile
The Clinical Site Profile allows the CI to view CSIF (Clinical Site Information Form) details previously completed
for each clinical site they are associated with.
*Note* The CI may NOT edit clinical site information. If there is no completed CSIF for a site, it will not appear in
this list.
Click View Details to view site details.
My Notes
Use +Add Note to keep personal notes. Notes are NOT visible to any other user.
Training Videos
CI and SCCE Rubric Training Video
Reporting Significant Concerns in CPI 3.0
For questions, comments or concerns about the CPI please email [email protected] or call (800) 999-2782 x8582.
Last Updated: 2/22/2024 ©2023 American Physical Therapy Association. All rights reserved.
APTA CPI 3.0 CI & SCCE Getting Started Guide
Welcome to CPI 3.0! Please see the instructions below on how to get started.
Before Logging In to the CPI 3.0 Platform:
- You must have an APTA account to access the CPI 3.0 system.
o If you have previously had an APTA account, we encourage you to use that account vs creating a second
account. Having multiple APTA accounts may cause issues when trying to access the CPI 3.0 system.
To update your information on a previous APTA account, visit apta.org, click the “Log In” button at the
top middle of the screen, enter your credentials, click the “My Profile” button on the top right of the
screen, click “My Account” at the top left of the screen, and “Contact Information”.
If you cannot remember the password to your previous account, click the “Forgot your password?”
button above the orange “Log in” button. Follow the prompts to reset your APTA account password.
For APTA username and password issues, please contact APTA’s Member Success team at
o If you do not have an APTA account, please visit apta.org and click “Log In” at the top middle of the page.
Under the orange “Log in” button, you will see the options to “Become an APTA member” or “Create a free
account”. Follow the prompts to create an APTA account.
- Take the free APTA CPI 3.0 – CI/SCCE Training in APTA’s Learning Center.
o Link: https://learningcenter.apta.org/products/apta-cpi-30-ciscce-training
o This course includes training for both PT and PTA students.
- IMPORTANT: When logged into the Learning Center, click on the “profile” tab on the left side of the screen. The email
address listed on this screen is the email address associated with your APTA account. Send this email address to
the educational program to grant you access to the CPI 3.0.
How to Log In to the CPI 3.0 Platform:
- Go to the CPI 3.0 platform: https://cpi.apta.org/login
- Click on the “Login” button in the top right of the screen. This will take you to the APTA Login page.
- Enter your APTA Login credentials. This is the same username and password you used to take the CPI 3.0 Training on
APTA’s Learning Center.
o Potential Error Messages:
“Invalid Username or Password”
• For APTA username and password issues, please contact APTA’s Member Success team at
• If you cannot remember your account password, click the “Forgot your password?” button
above the orange “Log in” button. Follow the prompts to reset your APTA account password.
“This account is not associated with any program or user role.”
• Contact the educational program to gain access to the CPI 3.0 portal.
“Access denied due to not completing the CPI 3.0 Training. Please complete the CPI 3.0 Training at
(website) to gain access to the system. Once you have completed the training, please refresh your
screen to update the CPI 3.0 system to grant you access.”
• If you have not completed the APTA CPI 3.0 – CI/SCCE Training, please review the
instructions above on how to complete the training.
• If you have completed APTA CPI 3.0 – CI/SCCE Training, please contact the CPI 3.0 team
- Read and agree to the Terms of Use & Privacy Policy.
- That is it! You are in the CPI 3.0 portal and will be brought to your dashboard page.
After Logging On to the CPI 3.0 Platform:
- To access the CI and SCCE user guides, click on the white circle with a blue question mark icon at the top right of the
screen. These instructions will explain the different functions of the CPI 3.0 system.
- If there is a CPI 3.0 system issue, APTA will add a message on the CPI 3.0 portal Login page
(https://cpi.apta.org/login). We will remove the message when the issue is resolved.
- For any questions about the CPI 3.0 tool, please contact the CPI 3.0 Team at [email protected] or 800-999-2782 x8582
