Lesson 3: Facility Screening Lists

Now that you’re connected to your facility, let’s walk through Screening Lists.

Your Screening Lists are set lists of credentials that you want to see in the clinicians that you hire. Every Screening List includes Essential Credentials. Nursa automatically includes these based on what’s most important in the healthcare industry, but you should add any others that your facility requires or would prefer to see in your clinicians.

Note: If you don't edit your Primary Screening list, it will simply include the default Essential Credentials and state essentials.

When you post shifts, you’ll choose which Screening List you want for that particular shift and will be able to see how clinicians who request the shift match your preferred credentials.

Building Your Primary Screening List

1. Tap Menu in the top left
2. Tap Facilities to see all of the facilities you’re connected to
3. Select the specific facility
4. Scroll down to Screenings
5. Tap the pencil icon on Primary Screening
   Note: You’ll see the Essential Credentials and Credentials In State – these cannot be edited or removed

6. Under Other, you can choose from the categories then add desired credentials

   • Tap the pencil or + icon

   • Tap the purple + to add a credential or the purple x to remove it

   • Tap the purple check mark to confirm selection

7. Once all credentials are added, tap Confirm

Your Primary Screening List is now set up!

This will be your default list for all shifts that you post, but you can also create as many Alternate Lists as needed, say for a different shift or for a specific license.

Creating Alternate Screening Lists

1. Tap Menu in the top left
2. Tap Facilities to see all of the facilities you’re connected to
3. Select the specific facility
4. Scroll down to Screenings
5. Tap Add Alternate Screening
   Note: You’ll see the Essential Credentials and Credentials In State – these cannot be edited or removed
6. Under Other, choose from the categories then add desired credentials
7. Once all credentials are added, tap Confirm
8. Name your Alternate Screening List and tap Save

Your Alternate Screening List is now set up! To view or edit your lists, swipe left on mobile or click-and-drag left in the Screening section.

To learn more about how these lists work in action, see Posting a Shift or Scheduling a Clinician.

Next up, learn about Posting a Shift.