Exxat Prism for Program Success: Placements (Part 7/10)

Part of Exxat's "Exxat Prism for Program Success" learning series, this 90-minute webinar with senior account manager Ramya walks through how to manage clinical placements in Exxat Prism — placement types, views, groups, dashboards, reports, new advanced features, and instructor thank-you notifications.

View the Slide Deck

Key Takeaways:

1. Multiple placement methods fit different disciplines. Options include slot-based (individual or group), direct placement (no slots needed), Placement Assist (rule-based matching), My Request (student-initiated for new sites — common in social work/nursing), and student self-placement (existing sites only). 
2. Three placement views serve different needs. Location-based (favored by PT/OT to see slots per site and place groups), student-based (PA/MD/DO, to confirm each student completed all required rotations), and list-based (Excel-like, sortable/exportable, and the only view with cloning). A map view is available across all tabs.
3. Placement groups organize course offerings flexibly — by cohort, term, academic year (non-lockstep programs), or specialty track (nursing: FNP, PMHNP). There's a 50-course-offering cap per group, and since groups are just views, editing or deleting one never deletes the underlying placement data.
4. New and advanced features expand flexibility: non-consecutive placement dates, Exxat One–to–Exxat Prism slot integration, bulk edit, the follow-the-preceptor model (PA/MD/DO), placement cloning (e.g., social work generalist courses), and admin-only tags at both student and placement levels — useful for flagging accommodations. Marking a placement on-hold or unsuccessful preserves student logs and evaluations rather than losing the data.
5. Dashboards, reports, and instructor recognition round it out. The placement clearance dashboard tracks student compliance, valid contracts, site-specific requirements, and preceptor credentials; reporting includes comprehensive/live reports and custom utilization pivots. Thank-you emails and certificates award hours/CEUs either by set hours (PT) or approved timesheet hours (nursing/PA), adjusted by each student's reported supervision percentage.

Meet Your Presenter:

Ramya Murali

Ramya is a Senior Account Manager at Exxat with deep experience supporting clinical and experiential education programs. She brings hands-on knowledge of how programs use Exxat Prism day-to-day and helps teams unlock the full potential of their placement workflows.