Username examples: PD1 – PD5 · FL1 – FL5 · RS1 – RS5
Password for all accounts: demo
PD1PD2PD3PD4PD5FL1FL2FL3FL4FL5RS1RS2RS3RS4RS5
Sherpa v2.7.2
Past Reviews
Select Trainee
Search and pick a fellow or resident
Recent Sessions
Click a session to open its report
Sherpa
Recent Sessions
Sherpa
Current Trainee
Sherpa v2.7.2
Program Director
Welcome, Dr.
🔍
Review Existing Trainee
Search your fellows and residents
➕
Review New Trainee
Add a new fellow or resident
📋
Recent Sessions
View and continue past reviews
✉
Recommendation Letters
Draft and manage LORs
Your guide to the perfect review.
Adapts questions and the report to the trainee type and meeting purpose.
Your guide to the perfect review.
Configure the session below. Sherpa adapts questions and the final report to the trainee and meeting type.
Session Setup
All fields required to continue
Before you begin
Confirm each item before starting the interview.
✕Complete all items to continue
⚠ Please address the missing items as soon as feasible.
Choose your review mode
How would you like to conduct this review?
📋
Manual Review
Work through each question section by section. Type or dictate your notes as you go.
✓ No microphone required ✓ Full control of pacing ✓ Works in any environment
— Requires active note-taking
RECOMMENDED
⛰️
Ambient Review
Stay present with your trainee. Sherpa listens and maps responses to each zone in real time.
✓ No typing during the review ✓ Visual trail shows coverage live ✓ Tap zones to guide conversation
— Requires microphone access
🔒 Ambient mode requests microphone access. Audio is processed locally and never stored or transmitted to any server.
GOOGLE CLOUD API KEY
Required for ambient listening. Stored locally, never transmitted. Get a key →
00:00
0%
Sherpa is actively listening...
SESSION
TOPIC CODEWORDS
QUESTIONS & RESPONSES
SHERPA SUMMARY
tap to edit
Sherpa will summarise this zone once sufficient responses have been captured.
Sherpa is actively listening...
⚠ Long Silence Detected
Sherpa will stop listening in 15 seconds
Consent Recording Active
Trainee Consent
Read aloud to your trainee ↓
“Now we need to record the consent of the trainee for this session. Tell them that Sherpa will be listening to this session and taking notes. The notes are in draft form only and will be presented for mutual approval. They become final only after both of you approve it. May I proceed?”
▶ Audio playing — Sherpa is listening…
End Ambient Session
End this session and generate the report?
Chirp will stop listening. Your captured notes will be summarised into a report.
⚠ Discard Session
End without generating a report?
All captured transcripts, zone responses, and session notes will be permanently lost. This cannot be undone.
⚠
Listening Error
Ambient AI listening error — please switch to Manual Mode or click Retry to try again.
Trainee Review
Session Progress
Ask the trainee← → cycle · ↑ ↓ sections
Notes for this section
Section 1 of —
ILP Progress Log
Document progress against your learning goals
ILP Review
Program Director review and feedback
Learning Plans
📋
No plan selected
Click Create New Plan or select one from the list
Sherpa is listening for goals…
Goal
What I will do
In which competency
Measurable outcome
Evidence (eval, rate, log)
Strategy
Key activity or rotation
Who gives feedback
How often I check in
Success looks like
Milestone level reached
Metric or threshold met
Faculty / CCC confirms
Timeline
Goal set — date
Check-in — midpoint
Target complete — date
Speak about learning goals — transcript will appear here
New Plan
Important
Specific
Measurable
Attainable
Relevant
Timely
Reflection Discussion
Manage Review Purposes
New Review Purpose
Create New Learning Plan
How would you like to build this plan?
Choose a method to capture your learning goals.
Recommendation Letter
① Trainee
Loading…
② Target Fellowship
A separate letter will be generated for each specialty.
building consistencydeveloping confidenceorganizationrefining focusdecisivenessproactivityflexibilitydepth of knowledgepeer engagementreliabilityconcisenessinitiativetime managementself-directionopenness to feedback
Select qualities above
⑤ PD Perspective optional
🔑 Anthropic API Key
Stored locally, never sent anywhere else. Get a key →
Saved Letters
No saved letters yet. Generate one to save it here.
Before you generate
Reading trainee data…
Letter Template
This template is saved once per PD and reused in every letter. Fill in the boilerplate sections specific to your program.
Request Recommendation Letter
Fill in the details below. Your scholarly activity is saved to your profile and reused for future requests.
My Letters
Requests & Letters
✉
Select a request or letter on the left
LOR Request Details
Question Template Builder
Editing Purpose
Template Name
Performance Review Report
Trainee Name:Pronouns:Changes apply to next letter