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Schools: Monitoring Student Onboarding Progress
Schools: Monitoring Student Onboarding Progress

Ensure Students Complete Onboarding Steps On Time

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

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

  • Monitor Onboarding Progress From Your Rotations Page

  • Types of Onboarding Steps

  • Generate Reports on Individual Progress


If you have questions regarding specific onboarding step(s), or directions, reach out to the clinical site coordinator for guidance and communication within Clinician Nexus.

If an onboarding step isn't functioning correctly, please reach out to Clinician Nexus Support by clicking the chat icon in the bottom right corner of your screen.

Monitoring Onboarding Progress From Your Rotations Page

You can monitor your students' onboarding progress in two places; on your rotations page, and on the reports page.

  • The Rotations Page will give you an overview of steps requiring completion for student onboarding.

  • The Reports section will give you detailed information on whether or not steps are complete.

To monitor general progress and complete any steps required of you:

  • Click Rotations on your left menu.

  • Click Rotation list from the submenu.

  • Here, you will see your students' rotations displayed. You can see how rotations are progressing, based on their status.

If you see a rotation with a circular orange badge in the top right corner, there are one or more steps you can complete

You can also filter to view only rotations with steps for you to complete:

  • Click + Add filter button.

  • Click Has steps I can complete from the dropdown list.

  • To view and/or complete these steps, click on the rotation.

  • Scroll to the bottom of the rotation details window to view onboarding steps.

  • Under the Onboarding steps section, each step specifies who has the ability to complete it:

Once all onboarding steps are complete, the rotation will move into Ready status, indicating that everything is complete, and the student is ready for the first day of their rotation.

Types of Onboarding Steps

Clinical sites create application, and onboarding steps to complete before a rotation begins. Instructions are provided regarding how and who completes each step. There are three types of steps students, faculty, and/or school coordinators may need to complete:

File Upload:

  • Instructions and file type requirements are provided

  • Click Choose file on the far right side of the step, and upload required documentation


  • Instructions for completing the step are provided

  • When appropriate, click Mark complete


  • Click Open form, Choose file or Mark complete to complete the requested fields

  • Click Save

Generating Reports on Individual Progress

Schools can filter, run, and export a list of onboarding steps that have and haven't been completed for each student, based on criteria you select. With this information, you can determine what step(s) are incomplete and reach out to students as a reminder.

To Generate a Report:

  • Click Rotations on the left menu.

  • Click Reports from the submenu.

  • There you can select from a variety of reports to run and/or customize for monitoring students progress.

Related Article: Report Customization

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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