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Account Creation and Settings Management On Clinician Nexus

Written by Kate Mattison
Updated over a week ago

Setting Up Your Clinical Site

Instructions for Creating Your Clinical Site on Clinician Nexus

Written by Kate Mattison
Updated over a week ago

Getting Started: Recommended Timeline for Clinical Sites

Recommended Timeline for Clinical Sites to Launch on Clinician Nexus

Written by Kate Mattison
Updated over a week ago

Communicating In Clinician Nexus

How to Communicate With Students, Staff, and Other Community Members

Written by Kate Mattison
Updated over a week ago

Clinical Site FAQ

Answers to Our Most Commonly Asked Questions.

Written by Marie Stromme
Updated over a week ago

Clinical Site Pricing FAQs

Find answers for our most frequently asked questions on pricing for subscriptions started January 2021 or later.

Written by Kate Mattison
Updated over a week ago

Student Driven Workflow

Posting to Our Clinical Experience Search Page

Written by Kate Mattison
Updated over a week ago

School Driven Workflow

Guide to Coordinator Scheduled Rotations

Written by Kate Mattison
Updated over a week ago

Configure Application Steps

Create Steps Required for Students to Apply for Rotations

Written by Kate Mattison
Updated over a week ago

Configure Onboarding Steps

Create Steps for Students to Complete Before Rotations Begin

Written by Kate Mattison
Updated over a week ago

Configure Active Steps

Create Steps for Students to Complete During the Rotation

Written by Kate Mattison
Updated over a week ago

Configure Offboarding Steps

Create Steps for Students to Complete After Rotations End

Written by Kate Mattison
Updated over a week ago

Rotation Statuses: Clinical Site Dashboard

What Action is Needed on Rotations in Various Statuses

Written by Kate Mattison
Updated over a week ago

Dashboard Filtering

Manage Dashboard to Display the Most Relevant Rotations

Written by Kate Mattison
Updated over a week ago

Monitoring Student Onboarding Progress

Ongoing Student Management on the Dashboard

Written by Kate Mattison
Updated over a week ago

Template Announcement for Internal Health Organization Staff

Email Template to Send Staff Regarding the Change to Clinician Nexus

Written by Kate Mattison
Updated over a week ago

Template Announcement for Schools

Email Template to Send Schools Regarding the Change to Clinician Nexus

Written by Kate Mattison
Updated over a week ago

Website Template

Communicate and Link Clinician Nexus on Your Website

Written by Kate Mattison
Updated over a week ago

Rotation Calendar

View Student Onboarding Progress with a Calendar View

Written by Kate Mattison
Updated over a week ago

Step Enhancement: Timeframe Customization

Configure a step to be completed before, during or after a rotation

Written by Kate Mattison
Updated over a week ago

Referrals

How to Send Referrals for Students/Staff to Join Clinician Nexus

Written by Kate Mattison
Updated over a week ago

Opportunity

How to Create and Edit Clinical Opportunities

Written by Kate Mattison
Updated over a week ago

Reports Overview

What Data is Pulled from Each Report Type

Written by Kate Mattison
Updated over a week ago

Edit Your Profile and Account Information

Guidance to Edit Your Name, Password, Email Address, and More

Written by Kate Mattison
Updated over a week ago

View Student Onboarding Progress

Utilize Dashboard Filters to View Student Onboarding Progress

Written by Kate Mattison
Updated over a week ago

Clinical Site Role Permissions

Overview of Clinical Site Roles

Written by Kate Mattison
Updated over a week ago

Service Manager Role

View of Permissions

Written by Kate Mattison
Updated over a week ago

Step Manager Role

View of Permissions

Written by Kate Mattison
Updated over a week ago

Agreement Manager Role

View of Permissions

Written by Kate Mattison
Updated over a week ago

Report Viewer Role

View of Permissions

Written by Kate Mattison
Updated over a week ago

Preceptor Role

View of Permissions

Written by Kate Mattison
Updated over a week ago

Coordinator Role

View of Permissions

Written by Kate Mattison
Updated over a week ago

Admin Role

View of Permissions

Written by Kate Mattison
Updated over a week ago

Evaluations

How to Create Custom Evaluations

Written by Marie Stromme
Updated over a week ago

Setting Up Coordinator Scheduled Rotations

For Clinical Sites

Written by Marie Stromme
Updated over a week ago

COVID Status & Virtual Rotation Tags

For Clinical Sites

Written by Marie Stromme
Updated over a week ago

Detailed Shift Scheduling

Detailed Shifts can be Configured on Opportunity Windows

Written by Marie Stromme
Updated over a week ago

Dashboard Customization Updates

Customize and Manage Dashboard Views

Written by Marie Stromme
Updated over a week ago

Bulk Actions on Rotations

Communicate and Edit Information for Multiple Students at Once

Written by Marie Stromme
Updated over a week ago

Report Customization Updates

Customize and Save Your Reports

Written by Marie Stromme
Updated over a week ago

Search Page Updates

Share Direct Links With Students for Individual Opportunity Windows

Written by Marie Stromme
Updated over a week ago

Step Verification Expiration

Add Expiration Dates to Steps

Written by Marie Stromme
Updated over a week ago

Changing Rotation Dates

How to Edit the Date Range for Student Rotations

Written by Kate Mattison
Updated over a week ago

Detailed Scheduling Updates

Specify Student, Faculty Member, and Preceptor Schedules

Written by Marie Stromme
Updated over a week ago

Opportunity Calendar Dashboard View

View What Opportunity is Open, Filled, and Overfilled With the Calendar

Written by Marie Stromme
Updated over a week ago

Hours Logging

How to Enable Hours Logging for Students

Written by Marie Stromme
Updated over a week ago

Opportunity Usage View

View Utilized/Un-utilized Opportunity

Written by Marie Stromme
Updated over a week ago

Opportunity Usage Report

View Utilized/Un-Utilized Opportunity

Written by Marie Stromme
Updated over a week ago

Elective Rotation Settings

Set Preferences to Accept or Block Schools for Elective Rotations

Written by Kate Mattison
Updated over a week ago

Reopening Closed Rotations

How a Clinical Site Staff Can Reopen a Closed Rotation

Written by Kate Mattison
Updated over a week ago

Pausing & Resuming Rotations

How to Pause and Resume Rotations

Written by Kate Mattison
Updated over a week ago

Canceling a Rotation

How to Reject/Close an Existing Student Application or Rotation

Written by Kate Mattison
Updated over a week ago

Rotation Waitlist

Adding Students to a Waitlist/Accepting Students From a Waitlist

Written by Kate Mattison
Updated over a week ago

Relative Dates Dashboard Filtering

Dashboard Filters Can Be Configured to Include Relative Dates

Written by Kate Mattison
Updated over a week ago

Application Steps as Onboarding Steps

Application Steps Can Now Directly Apply as Onboarding Steps for Coordinator Scheduled Rotations

Written by Kate Mattison
Updated over a week ago

Copy Opportunity

Simplify by Duplicating and Adjusting an Existing Opportunity

Written by Kate Mattison
Updated over a week ago

Opportunity

How to Create and Edit Clinical Opportunities

Written by Kate Mattison
Updated over a week ago

Adding Agreements

Connect With Schools to Begin Coordinator Scheduled Rotations

Written by Kate Mattison
Updated over a week ago

Agreement Expiration Reminder

Set a Reminder Before Agreements Expire

Written by Kate Mattison
Updated over a week ago

Group Rotations

Configure, Schedule and Manage Group Rotations

Written by Kate Mattison
Updated over a week ago

Add/Edit Services

How to Add New Services and Edit Existing Services

Written by Kate Mattison
Updated over a week ago

Advanced Services Setup: Service Naming

Limit Service Naming to Improve Reportable Organizational Data

Written by Kate Mattison
Updated over a week ago

Adding & Managing Staff

Adding and Managing Staff Based on Role Permissions

Written by Kate Mattison
Updated over a week ago

Notification Settings

Customize Your Clinician Nexus Alerts

Written by Kate Mattison
Updated over a week ago

Not Receiving Email Notifications

Troubleshoot to Receive the Email Communications You Need

Written by Kate Mattison
Updated over a week ago

Role Permissions

Overview of What Each Role Can Perform

Written by Kate Mattison
Updated over a week ago

Automatic Inactivity Logout

How Admins Set Up Automatic Logout After Prolonged Inactivity

Written by Kate Mattison
Updated over a week ago

Two Factor Authentication

How to Set Up Two Factor Authentication

Written by Kate Mattison
Updated over a week ago

Staff Password Requirements

How to Configure Staff Password Requirements in Security Settings (For Administrators)

Written by Kate Mattison
Updated over a week ago

Audit Retention

Determine the Amount of Time the Organization Retains Data Logs

Written by Kate Mattison
Updated over a week ago

Step Verification

Option Requiring Verification of Application/Onboarding Steps

Written by Kate Mattison
Updated over a week ago

IP Restrictions

Restrict Which IP Addresses Staff Members Log In From

Written by Kate Mattison
Updated over a week ago

Configure Two-Factor Authentication

How to Configure Two Factor Staff Authentication in Security Settings (For Administrators)

Written by Kate Mattison
Updated over a week ago

Alert for Schedule Conflicts

View Potential Scheduling Conflicts

Written by Kate Mattison
Updated over a week ago