Clinical Site

Work at a clinical site? Learn how to set up and use Clinician Nexus.

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70 articles in this collection
Written by Marie Stromme and Kate Mattison

Referrals

How to Send Referrals for Students/Staff to Join Clinician Nexus
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Written by Kate Mattison
Updated this week

Opportunity

How to Create and Edit Clinical Opportunities
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Written by Kate Mattison
Updated this week

Reports Overview

What Data is Pulled from Each Report Type
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Written by Kate Mattison
Updated this week

Edit Your Profile and Account Information

Guidance to Edit Your Name, Password, Email Address, and More
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Written by Kate Mattison
Updated this week

View Student Onboarding Progress

Utilize Dashboard Filters to View Student Onboarding Progress
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Written by Kate Mattison
Updated this week

Clinical Site Role Permissions

Overview of Clinical Site Roles
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Written by Kate Mattison
Updated this week

Service Manager Role

View of Permissions
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Written by Kate Mattison
Updated this week

Step Manager Role

View of Permissions
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Written by Kate Mattison
Updated this week

Agreement Manager Role

View of Permissions
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Written by Kate Mattison
Updated this week

Report Viewer Role

View of Permissions
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Written by Kate Mattison
Updated this week

Preceptor Role

View of Permissions
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Written by Kate Mattison
Updated this week

Coordinator Role

View of Permissions
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Written by Kate Mattison
Updated this week

Admin Role

View of Permissions
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Written by Kate Mattison
Updated this week

Evaluations

How to Create Custom Evaluations
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Written by Marie Stromme
Updated this week

Setting Up Coordinator Scheduled Rotations

For Clinical Sites
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Written by Marie Stromme
Updated this week

COVID Status & Virtual Rotation Tags

For Clinical Sites
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Written by Marie Stromme
Updated this week

Detailed Shift Scheduling

Detailed Shifts can be Configured on Opportunity Windows
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Written by Marie Stromme
Updated this week

Dashboard Customization Updates

Customize and Manage Dashboard Views
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Written by Marie Stromme
Updated this week

Bulk Actions on Rotations

Communicate and Edit Information for Multiple Students at Once
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Written by Marie Stromme
Updated this week

Report Customization Updates

Customize and Save Your Reports
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Written by Marie Stromme
Updated this week

Search Page Updates

Share Direct Links With Students for Individual Opportunity Windows
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Written by Marie Stromme
Updated this week

Step Verification Expiration

Add Expiration Dates to Steps
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Written by Marie Stromme
Updated this week

Changing Rotation Dates

How to Edit the Date Range for Student Rotations
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Written by Kate Mattison
Updated this week

Detailed Scheduling Updates

Specify Student, Faculty Member, and Preceptor Schedules
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Written by Marie Stromme
Updated this week

Opportunity Calendar Dashboard View

View What Opportunity is Open, Filled, and Overfilled With the Calendar
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Written by Marie Stromme
Updated this week

Hours Logging

How to Enable Hours Logging for Students
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Written by Marie Stromme
Updated this week

Opportunity Usage View

View Utilized/Un-utilized Opportunity
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Written by Marie Stromme
Updated this week

Opportunity Calendar Views

View Utilized/Un-Utilized Opportunity
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Written by Marie Stromme
Updated this week

Elective Rotation Settings

Set Preferences to Accept or Block Schools for Elective Rotations
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Written by Kate Mattison
Updated this week

Reopening Closed Rotations

How a Clinical Site Staff Can Reopen a Closed Rotation
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Written by Kate Mattison
Updated this week

Pausing & Resuming Rotations

How to Pause and Resume Rotations
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Written by Kate Mattison
Updated this week

Canceling a Rotation

How to Reject/Close an Existing Student Application or Rotation
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Written by Kate Mattison
Updated this week

Rotation Waitlist

Adding Students to a Waitlist/Accepting Students From a Waitlist
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Written by Kate Mattison
Updated this week

Relative Dates Dashboard Filtering

Dashboard Filters Can Be Configured to Include Relative Dates
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Written by Kate Mattison
Updated this week

Application Steps as Onboarding Steps

Application Steps Can Now Directly Apply as Onboarding Steps for Coordinator Scheduled Rotations
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Written by Kate Mattison
Updated this week

Copy Opportunity

Simplify by Duplicating and Adjusting an Existing Opportunity
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Written by Kate Mattison
Updated this week

Opportunity

How to Create and Edit Clinical Opportunities
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Written by Kate Mattison
Updated this week

Adding Agreements

Connect With Schools to Begin Coordinator Scheduled Rotations
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Written by Kate Mattison
Updated this week

Agreement Expiration Reminder

Set a Reminder Before Agreements Expire
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Written by Kate Mattison
Updated this week

Group Rotations

Configure, Schedule and Manage Group Rotations
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Written by Kate Mattison
Updated this week

Add/Edit Services

How to Add New Services and Edit Existing Services
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Written by Kate Mattison
Updated this week

Advanced Services Setup: Service Naming

Limit Service Naming to Improve Reportable Organizational Data
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Written by Kate Mattison
Updated this week

Adding & Managing Staff

Adding and Managing Staff Based on Role Permissions
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Written by Kate Mattison
Updated this week

Notification Settings

Customize Your Clinician Nexus Alerts
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Written by Kate Mattison
Updated this week

Not Receiving Email Notifications

Troubleshoot to Receive the Email Communications You Need
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Written by Kate Mattison
Updated this week

Role Permissions

Overview of What Each Role Can Perform
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Written by Kate Mattison
Updated this week

Automatic Inactivity Logout

How Admins Set Up Automatic Logout After Prolonged Inactivity
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Written by Kate Mattison
Updated this week

Two Factor Authentication

How to Set Up Two Factor Authentication
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Written by Kate Mattison
Updated this week

Staff Password Requirements

How to Configure Staff Password Requirements in Advanced Settings (For Administrators)
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Written by Kate Mattison
Updated this week

Audit Retention

Determine the Amount of Time the Organization Retains Data Logs
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Written by Kate Mattison
Updated this week

Step Verification

Option Requiring Verification of Application/Onboarding Steps
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Written by Kate Mattison
Updated this week

IP Restrictions

Restrict Which IP Addresses Staff Members Log In From
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Written by Kate Mattison
Updated this week

Configure Two-Factor Authentication

How to Configure Two Factor Staff Authentication in Advanced Settings (For Administrators)
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Written by Kate Mattison
Updated this week

Alert for Schedule Conflicts

View Potential Scheduling Conflicts
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Written by Kate Mattison
Updated this week