SP Management is currently in Closed Beta and is not yet finalized. It may contain bugs, incomplete functionality, or performance issues. What is visible here may differ from the final product. If you have any questions, please contact our Support team at simcapturesupport@laerdal.com

Here’s an overview of SP Management in SimCapture and how it supports the coordination of Standardized Patients (SPs) in simulation programs:

What is SP Management?

SP Management is a set of tools in SimCapture designed to simplify the administration of Standardized Patients (SPs) by helping organize, assign, and manage SPs efficiently. This initiative is available in SimCapture Enterprise with Exam System.

Key benefits of SP management

With SP Management, you can:

Tag Users as SPs: Assign the SP attribute to users for easy organization without changing their primary role.
Streamline SP Assignments: Quickly create, edit, and assign SPs to scenarios and sessions.

Things to know before you begin

• SP Attribute: Selecting this doesn’t change a user’s role but flags them as an SP.
• Permissions: To access SP Management features, Administrators need to be granted the Manage SPs permission noted below. 
• SP Demographics: See our SP Demographic Import Requirements before you begin.

Key features of the standardized patient (SP) attribute

SP Management permissions

To see which administrative users can manage SPs, click the gear icon on the SimCapture Cloud home page to access System Setup, then select Users. The administrative users listed here can create, view, edit, download, upload, and link SP demographic data with existing user accounts.

Accessing the SP table

To access the SP table, click SPs in the global navigation bar and you are taken to a list of SPs within your organization.

With this table, you can:

1. Add or update an SP.
2. Search for users.
3. Select which demographic columns will be shown.
4. Notify and archive users by selecting the username and choosing an action from the Actions button dropdown menu.
5. Show Active SPs only or show all SPs. 

Finding, creating and editing users with the SP attribute 

Find SP users

From the Users page, use the Show Only SP Users filter to quickly find all SP users. If the filter is not applied, all users will be visible

You can also filter the SP user column by clicking the gear icon and selecting or deselecting SP. When selected, the SP column will appear. When deselected, the SP column will not appear. 

SP column selected

SP column deselected

Create a new SP user

There are two ways to create an SP user. From the User tab  or the SP tab in the global navigation bar.

User tab

1. Select User in the global navigation bar.
2. Select +Add User.
3. Fill in the required fields on the redesigned Add New User page.
4. Select the checkbox labeled This User is a Standardized/Simulated Patient (SP). Checking this box reveals demographic information to be specified.
5. Click Save.

Clicking the Learn more link will take you to the Help Center where you can learn more about SP Management. 

SP tab

Click SPs in the global navigation bar and follow these steps.

1. Click Add or update SP.
2. Select Add a new SP.
3. You can either select an existing user from the dropdown menu to designate as an SP or create a new user and SP profile if the user is not yet in the system. If you choose an existing user, be sure to check the SP status box to enable demographic tracking and SP characteristics. 
4. Click Create.

Edit a user

After an SP User has been created, either the Profile or the SP details can be edited by using the pencil icon on the tab/page you would like to edit. 

When editing the SP details, you can click the Learn more link to go to the Help Center where you can learn more about SP Management. 

Clicking the pencil icon opens the demographic area. 

Bulk update users

To bulk update users, click Users in the global navigation bar, select the users you want to update, click Edit, and then select SP. From there you can choose to Assign Users as SPs or Unassign Users as SPs.

Bulk update user demographics 

To update user demographics, click SPs in the global navigation bar, select the users you'd like to update, click Actions and select Edit demographic info from the dropdown. 

Select the demographic you'd like to update and click Save.

Bulk archive users

To bulk archive SP users, click the SP icon in the global navigation bar, select the users you want to archive, and then select Archive users from the Actions button.

Setting SP course permissions

Within System Settings > Users & Security > Courses, administrative users can select Allow all Course SPs to monitor to allow their SPs to monitor the exam room.

SPs and Scenarios

Selecting SPs for a scenario

1. Select your course.
2. Select a scenario.
   • The SPs will be displayed in a list titled Standardized Patients.
3. If a user was not initially assigned as an SP, toggle the Show All Users button to add them as an SP. A confirmation screen will appear for verification.