Student requested rotations allow students to view and apply for rotations right from our search page.  To configure rotations for students to apply, you can follow the steps outlined here.

Topics Covered:

  • Adding Application, Onboarding, and Offboarding Steps

  • Creating Services

  • Allocating Capacity

  • Reviewing Applications

  • Monitoring Onboarding Progress

  • Reporting

Adding Application, Onboarding, and Offboarding Steps

Clinician Nexus offers several opportunities to collect and review important documentation prior to or after a student's rotation at your site. You're able to add steps that are required based on the needs of your site.

Here's an overview of each type, and what information may be useful to collect at each point.

Application Steps:
Creating application steps can be helpful in supporting the student requested workflow. Steps can be created to collect 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, so documentation can be collected by students and school coordinators, faculty members, and also uploaded by you as the clinical site, and communicated back to the student. 

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.

Adding Steps

  • Click Settings on the left side of any page

  • Then, from the submenu click the step type you'd like to configure

  • From here, you can click +Add step:

Details about how to configure steps can be found here.

Creating Services

  • Click Services on the left side of any page

  • Then, from the submenu, select +Add service

From here, you can add and configure the information for the general service area of your facility.

Allocate Student Requested Capacity 

  • Click Services on the left side of any page

  • Then, from the submenu, select a service from the sub-menu

  • Next, click +Add capacity:

Or duplicate the configurations of an existing capacity window by using the duplicate icon next to the red trashcan icon- and adjust the name and details as needed.

Set the workflow type to student requested and adjust the student discipline, date range, and other criteria to fit your organizations availability to take student applications in a given service area.

Review Applications

Once a student has submitted a request for an elective rotation at your site, you'll be able to review their application, steps completed, date range requested, and other notes. From there, you'll have the ability to accept, close, or add the rotation to a waitlist. 

  • Click the application in pending status from your dashboard 

  • Then, review the criteria in the application

  • Next, take an action on the application: 

Monitor Onboarding Progress

When you log in to the Clinician Nexus platform, you'll automatically be directed to the Rotations page. This view is meant to give you an overview of where each student rotation is in the process and also draws your attention to what tasks you may need to complete:

  • Click on the rotation(s) listed in a Pending status. In the rotation window you can confirm, cancel, or propose changes to rotations as needed.

  • Click into rotations with a purple or yellow badge icon. This badge means there are one or more steps that you can complete or verify for the rotation. 


From the left navigation menu, click Reports. Then click the Students tab from the left submenu. On this page, you can filter, run, and export a list of the dates included from each application and onboarding step you've set up. 

Clicking Application steps / Onboarding steps from the Reports submenu will show what steps have or haven't been completed for each student, based on the criteria you select. This way you can determine what step(s) a student may be missing, and reach out to them if their rotation is coming up.


Have more questions? Please reach out by clicking the chat icon in the bottom right corner of your screen from 8am-6pm CT, Mon-Fri.

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