You can now conveniently configure, schedule, and manage group rotations in one location on Clinician Nexus.
After reading this article you will be able to...
Configure Group Opportunity
General Info
Schools
Availability
Schedule Group Rotations
Onboarding Management
Add Students or Faculty On Existing Rotations
Remove Students or Faculty From Existing Rotations
Configure Group Opportunity
To add an opportunity...
Click Opportunities on the left navigation menu
Click +Add opportunity
After clicking +Add opportunity, select Start group opportunity
In the new opportunity window, you'll be able to allocate new opportunities based on your setting preferences in these three categories:
General info
Schools
Availability
General info
When creating an opportunity, the first section includes general information such as the opportunity name, description and location. Under visibility and search settings, the opportunity can also be toggled on from draft mode to public when ready for scheduling.
Note: If you want to ensure students do not remove themselves from the rotation, check the box under visibility and search settings to "Don't allow students to leave group rotations once they've been added."
For more specifics on the General information tab: General Information- Terms and Definitions
Schools
The Schools page includes information on which schools and/or types of students can participate in this opportunity. You can now add more than one school to an opportunity. You can also further specify the total number of rotations (spots) available to each school within the opportunity.
To add a school(s):
Click +Add opportunity school.
In the new window, you can search a school this opportunity is for.
Set the maximum rotations available to a school.
Set the maximum total students to a school.
Set Guaranteed rotations available to a school.
Optionally set dates and deadlines for requests.
Optionally allow the school to schedule Placeholder students.
Click Apply.
Repeat this process for all schools.
For more specifics on the Schools tab: Schools- Terms and Definitions
Availability
The availability section includes information about when the opportunity will take place, such as the date range, and availability windows.
To add an availability window:
Click Add/remove calendar item and +Create new availability window. Optionally click existing window to edit (green boxes on the calendar).
Next, enter a window name and
Set the maximum number of groups per day
Set the maximum number of students per day
Restrict the number of days per week that rotations can use
Optionally set a timeframe, location, and/or schedule along with specifying the schools allowed in the window.
When complete, click +Add availability window.
For more specifics on the Availability tab: Availability- Terms and Definitions
Schedule Group Rotations
To schedule a group rotation...
Click +Schedule students on the left navigation menu
Select the school
Select the opportunity
Click +Add students
Select all students
Select a start and end date
Click Create a group rotation
Onboarding Management
Once the rotation has been scheduled, student (and faculty member) rotations will display in one rotation card:
All student and faculty steps for onboarding will display when you click the card to see details. You can view steps grouped by user or by step:
Add Students or Faculty On Existing Rotations
In a group rotation, students can be added after the rotation is initially scheduled.
To add a student or faculty member, click an existing rotation
Then select +Add student, or +Add school faculty, at the bottom of the student or faculty list:
Then select from the list of eligible students
Click Save changes in the bottom right corner
Remove Students or Faculty From Existing Rotations
To remove students or faculty members from an existing rotation
Select a rotation on your rotations page
Then click the red trash icon next to the student or faculty member you'd like to remove
Click Save changes in the bottom right corner
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.