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Setting Up Your Clinical Site
Setting Up Your Clinical Site

Clinical Site: Instructions for Setting Up Your Organization on Clinician Nexus

Kate Mattison avatar
Written by Kate Mattison
Updated over 3 months ago

Note: If you're a coordinator, the admin may have set up many of these steps already.

After reading this article you will be able to...

  • Build Your Organization & Personal Profile

  • Create Application, Onboarding, Active, Offboarding and Evaluation Steps

  • Create Services

  • Add Opportunities

  • Invite your Affiliate Schools

  • Add Affiliation Agreements

  • Add Staff

  • Advanced and Security Settings


Build Your Organization & Personal Profile

Just as you want to get to know your students more, the students also want to build deeper connections with your system, hospital or clinic. Clinician Nexus fulfills this need through organizational and personal profiles. Everyone can fill in their personal profile, and if you are an admin, remember to fill out the profile information for your organization too.

For Your Personal Profile:

  • Click the square picture icon, located in the top left corner

  • From the sub-menu, select Edit my profile:

For the Organizational Profile:

  • Click Settings, located on the left navigation menu

  • From the sub-menu, select Organization Profile:


Create Application, Onboarding, Active, Offboarding and Evaluation Steps

Clinician Nexus offers the ability to collect and review important documentation for the application, onboarding, and offboarding process. Steps may be created by the parent organization and automatically assigned to all locations, but can also be created and assigned to an individual location based on the needs of the facility.

To configure steps:

  • Click Settings on the left navigation menu

  • From the sub-menu, select Application steps, Onboarding steps, Active steps, Offboarding steps or Evaluation steps:

  • From here, you can add and configure the steps that are required by clicking +Add Step at the top of the page:


Create Services

Services are the areas of the clinical site that education takes place. These services exist independently of date ranges, opportunities, 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.

To create services:

  • Click Services on the left navigation menu

  • Click +Add Service

  • In the New Service window, you can add and configure the information for the service area of your facility:


Add Opportunities

To add an opportunity:

  • Click Opportunities on the left navigation menu

  • Click +Add opportunity

Note on workflow types:

Selecting Allow students to search and apply from the find clinical experiences page will make the rotation available for students to apply directly.

Selecting Allow coordinators to schedule rotations for students will allow you to link the opportunity for one or more school partners to schedule students directly. This also allows health system coordinators the option of scheduling students.


Invite Your Affiliate Schools

The schools you have affiliations with will need to get set up in Clinician Nexus so they can invite students and schedule rotations. To invite schools, refer them here - or they can visit https://app.cliniciannexus.com/join to sign up!
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Add Affiliation Agreements

In order to create an opportunity for schools to schedule rotations, you'll first need to include information regarding existing affiliation agreements with partner schools. Once you add an agreement in Clinician Nexus, you can submit it to the affiliate school for approval. This serves as the connection point between the clinical site and the school. Since the agreement is negotiated and confirmed outside of Clinician Nexus, you won't need additional authorization. Also, while you can upload the affiliation agreement for reference, it is not required.

To create an agreement:

  • Click Settings on the left navigation menu

  • From the sub-menu, select Agreements

  • Next, click +Add Agreement:

After you've completed these steps, you and your school partner can begin scheduling students in rotations!


Add Staff

After the profile for an account admin has been created, additional staff members can be added to Clinician Nexus.

To add a staff member:

  • Click Settings from the left navigation menu

  • Next, click Staff

  • Click the +Add Staff at the top of the page to add a new staff member:

In the New staff popup window, enter the staff member's name, email address, assign them to the appropriate organization, add a title, create a custom welcome message, and assign their role:

The staff member will automatically receive an email invitation to join Clinician Nexus and create a profile.
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Or, if the staff member has an existing account in Clinician Nexus, they will receive a notification that they have been added to your organization.


Advanced and Security Settings

To set up and/or edit advanced or security settings:

  • Click Settings from the left navigation menu

  • Click Advanced settings or Security settings from the submenu

Note: These settings will only be visible/configurable for users with an Admin role in Clinician Nexus.

Advanced Settings

Security Settings:


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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