As a clinical site, you may provide a variety of learning opportunities to students, depending on your agreements with their schools. This article will help explain the relationship between the pieces of information you'll want to set up in Clinician Nexus. You may find the following explanation helpful as you configure your Clinician Nexus account to best fit your workflow. 


Agreements in Clinician Nexus allow you to set up, manage and communicate the status of new and existing agreements with your affiliated school staff. Agreements allow you to set up specific services offered and capacity for each school you have an affiliation with. These agreements can be set up by clinical site admins and are approved by school staff. School staff will have the opportunity to propose any changes to the agreement before you finalize it.

Application, Onboarding, and Offboarding Steps

Steps are the necessary pieces of information collected from the student or school prior to a student beginning a rotation at your clinical site or after the rotation has been completed. 

Application Steps: 

Creating application steps can be helpful in supporting the elective style student rotation workflow. Steps can be created to help you identify what information you need in order to decide whether or not to accept a student into a rotation.

Onboarding Steps:

Onboarding steps are tasks or documents that need to be completed and/or uploaded into Clinician Nexus in preparation for a student beginning a rotation at your site. There are several configuration options. This way, documentation can be collected by students and school coordinators, and also uploaded by you as the clinical site in order for information to be tracked and visible to all relevant parties. More specific configuration information is provided later in this article.

Offboarding Steps:

Offboarding steps are tasks or documents that need to be completed and/or uploaded into Clinician Nexus after a student's rotation is complete. This is often a step used to collect evaluation information about the site, rotation, and/or preceptor.


Services are the areas of the clinical site that education takes place. These services exist independently of date ranges, capacity, and specific agreements with schools. You can add and configure all of the services provided by your clinical site when you get started on Clinician Nexus or add/manage existing services later, as needed. It's helpful to set up services before you begin adding agreements with schools.


Capacity refers to the timeframe, student discipline, and maximum number of students, that should be open to a school for scheduling. This is generally done in the form of a date range assigned to a specific service, but more detailed scheduling is also allowed if your clinical site chooses. Capacity will need to be added and assigned in advance of school coordinators scheduling students to a service at your site, so it's helpful to set up capacity under each service that applies to the agreement with the school right away.


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