Getting Started: Clinical User

The profile helps us identify you should you require assistance with your account.

After consenting to the terms of use, complete your profile. Only the General tab is required for clinical users to ensure legal age.

To complete your profile:

• Click your "Name" in the top-right corner of your screen.
• Select "Profile" from the drop-down menu.
• Fill in all required fields (fields marked with an *).
• Click "Save" to save your changes.

After completing your profile's General tab, you can navigate to your clinical user homepage.

Related help desk article: Update Your Profile, Navigating Your Dashboard.

Schools are required to submit a partnership request with your clinical site. For them to submit a rotation, you must approve that partnership request. You will receive a notification when you have a pending partnership.

• From your Clinical Site Home page, click the "Partnership" button or click on the orange "Pending Partnerships" button in the Notifications panel.
• While on the Partnership Directory table, click the "Incoming" tab.
• Click the "Manage Partnerships" button.
• In the Actions column, select "Approve"
• The Review Date, Contract Start Date, Contract End Date and Contract Notes fields are optional.
  
  If Denying the request, please provide a "Deny Note".
• Click "Save".

Related help desk article: Partnerships: Approve & Deny Requests.

Reviewing rotation requests is the first step in managing your rotations. Schools will send you rotation requests that must be reviewed and approved.

Use the "Quick Decide" option to manage the requests:

• While on your home screen, click on "Rotations" to open the Rotations table.
• In the Rotations table, click the "Quick Decide" button for that rotation.
• In the pop-up screen, select the appropriate status Pending, Approved, Denied, or Needs Info.
• Click "Submit".

You can also update the rotation status from the Edit Rotation screen:

• While on your home screen, click on "Rotations" button to open the Rotations table.
• In the Rotations table, click the "Edit" button for that rotation to open the Edit Rotation screen.
• The Edit Rotation screen will display the details of the request. Confirm all the details are correct in the form before updating the status of the rotation to Pending, Approved, Denied, or Needs Info. You can find the status on the bottom-left of the screen.
• Click "Save".

Related help desk article: Reviewing Rotation Requests, Rotation Conflict Checker

ACEMAPP's Applications feature allows members to fill in applications directly tied to your entity. Allowing you to view, approve, and deny applications, as well as open up communications between your entity and the applicant directly using the Comments section of the application.

If your organization uses applications, you will review and approve the applications.

To View Submitted Applications to Approve/Deny:

• From your home screen, click the "Applications" button.
• Click on the "Complete List" button.
• Switch the tab to Pending.
• Click the "Edit" button on each application to view.
• Select the appropriate status "Approve" or "Deny".

Related help desk article: Managing Applications for Institutions

If you have entity-restricted requirements, only your clinical site will be able to approve the documents.

If a requirement is restricted there will be a red Restricted To indicator in the blue information bar on the document upload page. Clicking the button will show who the the requirement is restricted to.

Use the "Queue Filter" to adjust the filter to view only restricted requirements.

Approving Requirements

To view and approve the documents:

• From your home screen, click the "Document Manager" button. Or the "Pending member documents" button found in the Notifications panel.
• In the Queue Filter, click on the drop-down to select the requirement you wish to review. Click "Set Filter" to refresh the queue.
• Once you locate the document, click either "Approve" or "Deny". NOTE: if denying a document it is recommended providing a note as to why, for the member to review.
• Navigate your way through the queue using the "Skip Back" or "Skip Forward" buttons.

Related help desk article: Managing Member Requirement Documents, Requirements with Restrictions section

Once the rotation is approved and all assigned members have achieved compliance, you will receive the Profile Completion Report. You will receive this report via email, in your ACEMAPP inbox, and from your rotation table.

• From your home screen, click on the "Rotations" button to open the Rotations table.
• Select the appropriate rotation status tab, Approved or Completed.
• Click on the "Profile Completion Report" button in the Actions column.
• Download the report based on the Current date, the Start date, or just a General Roster.

Related help desk article: Profile Completion report, Receiving Rotations Roster.