CRM - eMedley

Make External Communication Easy

Record correspondence with Preceptors and Clinical Sites using contact activites.

Learn more

Filter

Filter contact activities by student discussed, rotation, clinical site, preceptor, or location.

Contact Activities

Record correspondence between your program and preceptors or clinical sites.

Attachments

Attach relevant documents from preceptors or clinical sites to their contact activities for other administrators to access at a later date.

Easily Accessible

Access contact activities in a preceptor or clinical site’s page, or the contact activity interface.

Contact History

View a preceptor’s or clinical site’s contact history before reaching back out to them.

Filter

Filter contact activities by student discussed, rotation, clinical site, preceptor, or location.

Contact Activities

Record correspondence between your program and preceptors or clinical sites.

Attachments

Attach relevant documents from preceptors or clinical sites to their contact activities for other administrators to access at a later date.

Easily Accessible

Access contact activities in a preceptor or clinical site’s page, or the contact activity interface.

Contact History

View a preceptor’s or clinical site’s contact history before reaching back out to them.

Step 1: Contact a Clinical Site or Preceptor

An administrator contacts a clinical site or preceptor to check in, get capacity availability, or follow up on previous conversations.

Step 2: Create a Contact Activity

When an administrator creates a Contact Activity, they record the date and time the contact occurred, what was discussed, and who was the recipient.

Step 3: Review Contact History

Refer back to a preceptor or clinical site’s contact history within their profile or the Contact Activity module to communicate effectively.

Step 1: Contact a Clinical Site or Preceptor

An administrator contacts a clinical site or preceptor to check in, get capacity availability, or follow up on previous conversations.

Step 2: Create a Contact Activity

When an administrator creates a Contact Activity, they record the date and time the contact occurred, what was discussed, and who was the recipient.

Step 3: Review Contact History

Refer back to a preceptor or clinical site’s contact history within their profile or the Contact Activity module to communicate effectively.

This solution is customized per implementation based on the unique needs of each program/University. Our implementation team will work closely with the program to identify the specific requirements to ensure that the configuration of this functionality is as efficient and cost effective as possible.

Filter

Contact Activities

Attachments

Easily Accessible

Contact History

Filter

Contact Activities

Attachments

Easily Accessible

Contact History

Step 1: Contact a Clinical Site or Preceptor

Step 2: Create a Contact Activity

Step 3: Review Contact History

Step 1: Contact a Clinical Site or Preceptor

Step 2: Create a Contact Activity

Step 3: Review Contact History

Company

Resources