It covers the reports used to review clinical education agreements, utilized sites, placement capacity, and clinical instructor qualifications.
You will learn where to find the relevant reports, how to review and organize the information, and what to verify before entering your responses into CAPTE’s portal.
The guide also identifies the reporting periods and considerations associated with each CAPTE question.
The Commission on Accreditation in Physical Therapy Education (CAPTE) requires DPT programs to submit an Annual Accreditation Report (AAR).
Exxat Prism provides reports that can help programs gather and review clinical education information for selected AAR questions.
The following sections explain how to use these reports to prepare information for questions 8.1, 8.1a, 8.2, 8.3, 8.4, 8.5, and 8.6c.
This guide covers selected questions from the 2026 DPT AAR. It does not replace CAPTE’s official reporting instructions.
Exxat Prism reports provide supporting information but do not automatically generate validated CAPTE AAR responses.
Before You Begin
Before gathering data, review the reporting dates associated with the relevant CAPTE questions.
| CAPTE questions | Reporting period |
|---|---|
| 8.1 – Clinical Education Agreement Count | Active agreements as of September 1, 2026 |
| 8.1a and 8.3–8.6c – Clinical Experiences and Instructor Measures | January 1 through December 31, 2026 |
| AAR submission deadline | December 1, 2026 |
Include all applicable cohorts when reviewing clinical education information.
CAPTE requires separate AAR submissions for expansion programs.
Identify Clinical Education Sites With Active Agreements
CAPTE Question 8.1 asks for the number of active clinical education sites with which your program had a clinical education agreement as of September 1, 2026.
You can use the contract information available in Exxat Prism to identify these sites.
Steps to review active clinical education agreements
Login to Exxat Prism using your university credentials.
From the Exxat Prism dashboard or the hamburger menu, go to Sites
From the top menu select Contracts and go to Sites With Contracts to view the available contract records.
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Use the search box or the filter option to identify agreements relevant to your program.
Click Export, to export the contract information in a Excel file.
In the exported contract information excel file review the following.
Agreement status and effective dates to identify agreements that were active on September 1, 2026. This information is required to establish historical status of the contract.
Associated sites and locations to identify distinct clinical education sites with qualifying agreements.
Count the qualifying clinical education sites, including those providing part-time or full-time clinical experiences.
When reviewing the exported information, make sure you count distinct clinical education sites rather than individual contract records or placement slots.
- The current agreement status may not accurately reflect its status on September 1, 2026. Review the effective dates and relevant records before finalizing the count.
- For corporate agreements covering multiple possible facilities, count only the sites typically used by your program.
Expected result
You will have a verified count of clinical education sites with active agreements as of September 1, 2026, to use when preparing your response to question 8.1.
Identify Clinical Education Sites Utilized During 2026
CAPTE questions: 8.1a and 8.3 asks for the number of clinical education sites where at least one student experienced or will experience clinical education between January 1 and December 31, 2026.
Question 8.3 asks whether students were placed during this reporting period.
You can use the Comprehensive Placement Report [Live] to review clinical placements across the applicable cohorts.
Steps to review clinical education placements
Login to Exxat Prism using your university credentials.
From the Exxat Prism dashboard or the hamburger menu, go to Placements
From the left menu navigate to Reports section and click Comprehensive Placement Report Live to open the report.
This report may also be available from a relevant course offering or placement group.
On the top right of the grid click Select Course Offerings
In the Select Course Offerings drawer, use the filter option to include clinical experiences that overlap the reporting period from January 1 through December 31, 2026 and click Apply.
Make sure the selected course offerings include all applicable cohorts.Export the placement data.
From the Exported data do the following.
Review the experience dates, sites, and locations for each qualifying placement, including part-time and full-time clinical experiences.
Identify the unique clinical education sites where at least one student experienced or is scheduled to experience clinical education during 2026.
Review duplicate site names and locations, using your program’s site definitions to determine which records represent the same clinical education site.
Use the verified number of unique sites to prepare your response to question 8.1a.
Review whether qualifying student placements occurred or are scheduled during the reporting period to inform your response to question 8.3.
- An academic term may extend across two calendar years. Review the clinical experience dates to ensure that all placements overlapping the 2026 reporting period are included.
- When identifying unique sites, do not count individual student placements as separate clinical education sites.
- If you need to remove duplicate entries from your exported data, do not delete the actual placement records in Exxat Prism.
Expected result
You will have the information needed to determine:
The number of unique clinical education sites utilized during 2026 for question 8.1a.
Whether students were placed during the reporting period for question 8.3.
Review Clinical Site Variety and Placement Capacity
CAPTE question: 8.2 asks whether the depth and breadth of clinical education sites are sufficient for every student to achieve entry-level competence.
Exxat Prism provides reports that can help you review clinical site variety and available placement capacity.
These reports provide supporting information for your program’s assessment. They do not determine the Yes/No response to question 8.2.
Steps to review clinical site variety and placement capacity
Login to Exxat Prism using your university credentials.
From the Exxat Prism dashboard or the hamburger menu, go to Placements
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From the left menu, select the relevant placement group and click Placements for Group.
From the top menu go to Reports.
Open Number and Variety of Clinical Sites (Standard 2C), to review the practice settings and the number of offered versus filled slots for the selected rotations.
Next, open Number and Variety of Clinical Slots (Standard 8F), to review the available clinical education slots by location and rotation.
Use the information from both reports, along with your program’s clinical education requirements and student needs, to assess whether the available sites provide sufficient depth and breadth of clinical education experiences.
Expected result
You will have supporting information about clinical site variety and placement capacity to help your program prepare its response to question 8.2.
Review Clinical Instructor Credentialing and Advanced Certifications
CAPTE questions: 8.4 and 8.5 ask for information about the qualifications of clinical instructors (CIs) who worked with students between January 1 and December 31, 2026.
Specifically:
Question 8.4: The percentage of clinical instructors who completed formal clinical instructor credentialing.
Question 8.5: The percentage of clinical instructors who hold an advanced clinical skill certification, such as ABPTS or FAAOMPT.
First aid and CPR certifications do not qualify as advanced clinical skill certifications for question 8.5.
You can use the Total Qualifications of CIs (Standard 2024 4P/2016 4O) report to review the available clinical instructor qualification information.
Steps to review clinical instructor qualifications
Login to Exxat Prism using your university credentials.
From the Exxat Prism dashboard or the hamburger menu, go to Learning Activities
In the Learning Activity, Go to Reports.
Click on the report name: Total Qualifications of CIs (Standard 2024 4P/2016 4O).
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Select the applicable Learning Activity group, and rotations that include clinical experiences during 2026.
Make sure your selections include all qualifying cohorts.
Click Download Report.
In the downloaded report do the following.
Review the clinical instructor qualification information captured through the CI Details form.
Check whether the required credentialing and certification information is recorded for instructors assigned to students.
Prepare a list of distinct clinical instructors who worked with students during the reporting period.
Verify the credentialing and advanced certification information for each instructor.
Review the list for duplicate instructor records so that instructors who worked with multiple students or rotations are counted only once.
Once you have verified the information, calculate the percentages required for questions 8.4 and 8.5.
Calculate the percentage for question 8.4
Use the following formula:
Question 8.4 = (Number of distinct CIs with formal CI credentialing ÷ Total number of distinct CIs who worked with students in 2026) × 100
Calculate the percentage for question 8.5
Use the following formula:
Question 8.5 = (Number of distinct CIs with qualifying advanced clinical certification ÷ Total number of distinct CIs who worked with students in 2026) × 100
For both calculations, use the total number of distinct clinical instructors who worked with students during 2026 as the denominator.
Enter the calculated percentages as whole numbers in CAPTE’s portal, without the percent sign.
If no students were placed during 2026 and the response to question 8.3 is No, CAPTE directs programs to enter 0 for questions 8.4 and 8.5.
Important: If no students were placed during 2026 and the response to question 8.3 is No, CAPTE directs programs to enter 0 for questions 8.4 and 8.5.
Expected result
You will have verified clinical instructor qualification information and the calculated percentages required for questions 8.4 and 8.5.
Identify Clinical Instructors With Less Than One Year of Experience
CAPTE question: 8.6c 8.6c asks whether any student was assigned to a clinical instructor with less than one year of clinical experience.
This applies to both part-time and full-time clinical education assignments.
You can use the Total Qualifications of CIs report and the information recorded in the CI Details form to review clinical instructor experience.
Steps to review clinical instructor experience
Login to Exxat Prism using your university credentials.
From the Exxat Prism dashboard or the hamburger menu, go to Learning Activities
In the Learning Activity, Go to Reports.
Click on the report name: Total Qualifications of CIs (Standard 2024 4P/2016 4O).
Select the relevant Learning Activity Group and rotations covering clinical experiences during the 2026 reporting period.
Click Download Report.
In the downloaded report do the following.
Review the clinical instructor experience information captured through the CI Details form.
Identify whether any student was assigned to a clinical instructor with less than one year of clinical experience.
If the experience information is incomplete or unclear, review the relevant source clinical instructor records before determining the response.
Based on the verified information, select Yes or No for question 8.6c in CAPTE’s portal.
If no students were placed during 2026 CAPTE directs programs to select No for question 8.6c.
Expected result
You will be able to determine whether any student was assigned to a clinical instructor with less than one year of clinical experience during the reporting period.
Verify Data Before Entering in CAPTE’s Portal
After reviewing the relevant Exxat Prism reports, verify the information before submitting your AAR responses.
Confirm that:
The reports include all applicable cohorts and clinical experiences.
The selected data matches the reporting dates specified for each CAPTE question.
Clinical education sites are counted according to the applicable site definitions.
Duplicate site or clinical instructor records have not affected the final counts.
Clinical instructor qualifications and experience information have been verified.
Information that cannot be confirmed from a historical report snapshot has been checked against your program’s underlying records.
Exxat Prism reports provide supporting data for selected CAPTE AAR questions. Your program is responsible for reviewing and validating the information before entering responses into CAPTE’s portal.
Next Steps
Once you have verified the information, use it to prepare the corresponding responses in CAPTE’s AAR portal.
For questions not covered in this guide, refer to CAPTE’s official 2026 reporting instructions and your program’s relevant records.
These include questions related to admissions, demographics, graduation rates, and additional clinical education requirements.
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