Clinical sites have the option to require an application/onboarding step to be verified prior to acceptance. A few uses for this feature include: a staff member reviewing and confirming that a document that's been uploaded is the correct/current form or that text field for a test score meets the minimum requirements. This article will go over how to configure verification. 

Topics covered:

  • Configuring Verification

  • Configuring Exceptions

  • Verifying or Rejecting Steps  

Configure Verification

  • Click Settings from your left dashboard menu

  • From the submenu click on the step type you'd like to edit (application/onboarding)

  • Click on an existing step and edit the verification settings:

Selecting Any clinical site coordinator will allow anyone associated with the org/site/service/capacity window to choose to verify/reject the step.

Configuring Exceptions

  • Select whether or not to allow coordinators to waive steps:

Once an application that has a step requiring verification has been submitted, the rotation will move into a Pending application verification status. Those eligible to verify/reject the step will see the following:

Verifying or Rejecting Steps

 If rejecting a step, a reason for rejection can be entered and the entire rotation request can either be closed or left open for the step to be re-completed:

Once a step is verified, the updated status will display next to the step:

Once all steps that require verification have been verified, the rotation will move into Pending clinical site status and the rotation will then be able to be accepted, waitlisted or closed:

Additional Note:

If a step is configured to be completed once per student, any steps that have been previously completed and verified will remain verified on subsequent applications.


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