Coordinator Scheduled Opportunities

Clinical Site: Guide to Clinical Site and School Coordinator Scheduled Rotations

Kate Mattison avatar
Written by Kate Mattison
Updated over a week ago

It's important to first ensure the admin from your affiliate school also has a Clinician Nexus account linked to their school. If not, direct them to to get started!

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

  • Add an Agreement

    • Create an Agreement

    • Select Services

    • Add an Opportunity

    • Submit an Agreement

  • Schedule Students (Optional)

Add an Agreement

In order to allocate 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

  • Then, from the sub-menu, select Agreements

  • Next, click +Add Agreement to set up an agreement with an affiliate school:

Select Services

Once you've added the required details, you can select which services will be offered as student learning experiences. Choose the service areas of your facility to be included in the agreement:

Note: if you haven't configured the services that apply to this agreement yet, you can exit the agreements tab, click on Services, and add a new service. You will be able to return to the draft agreement and complete it once you finish adding services.

Add an Opportunity

To configure opportunity allotments for the affiliate school to schedule onto:

  • Click into a service

  • +Add opportunity

  • Then select Coordinator scheduled rotation and add any other details:

Add a description, and select the date range the rotation will be open and available for scheduling. You can add additional configurations if you need to provide limitations to your school partner for scheduling. You can impose a limit for the number of slots available to the school, or leave it at 0 for unlimited slots.

Note: If you don't have specific details on providing opportunity slots for this school yet, you can also assign opportunity windows at anytime by clicking the Services page and selecting +Add opportuniy.

Submit an Agreement:

  • The first time you click Save from the agreement page, your agreement will save in an unsubmitted status.

  • Once you're ready to submit it to the school, reopen the agreement and click Save & Submit

This will notify the school that you've completed the agreement, and prompt them to accept. Agreements are always accessible from the Settings tab, so you can view the status or make updates, if needed.

Scheduling Students (Optional)

Once your school partner has accepted the agreement, you have the option to schedule students directly. School coordinators will also have the capability of scheduling students- so the scheduling can be completed based on what fits your current workflow. To begin scheduling students:

  • Click the +Schedule Student button from your side menu

  • Next, select the agreement, service, and opportunity you'd like to schedule, followed by what student(s) you'd like to place in available slots:

Students can be scheduled both individually and in groups

Optionally, add a filter narrow down search for opportunities

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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