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How to navigate ClerkChat, an SMS solution that integrates with both Salesforce and Microsoft Teams

Update general information, working hours, membership and compliance

How to manually add a new contact to ClerkChat

How to add new property/fields to Contact in ClerkChat

How to import Contacts to ClerkChat via csv file

Adding ClerkChat to MS Teams

How to install Power App to a mobile device

Instructions for the Clinical Education Capacity and Rotations PowerBI

Each academic year, all medical students are required to complete the Research Compliance attestation through their Student Portals. Research and Scholarly Activities cannot be viewed or submitted until this attestation is complete each academic year. This article focuses on how to log in to the student portal and submit the attestation.

The Graduation Checklist is an object in Salesforce used by multiple departments to verify that a medical student has met the criteria for Graduation. This object is created and updated via some Process-Builders and Flows. This article will describe these automations.

How to send eMedley preceptor portal links to preceptor/clinical faculty.

This article outlines responsibilities and processing time lines of Affiliation Agreements and how Salesforce can assist in tracking the progress of each agreement.

This article explains how to correctly take attendance for a session. You can record attendance starting 10 minutes before class begins and up to 15 minutes after it starts (25 minutes total).

Instead of using  Microsoft Forms to request a new Affiliation Agreement, these requests will now be submitted in Salesforce (beginning September 2025). Once the requests are submitted, the Agreement and Compliance Manager will review and submit for approval. This article explains how to check if the Affiliation Agreement already exists and how to create a new one.

This guide will help users understand the varying permission levels in different eMedley modules.