Transitioning to Clinical Training

For students who are about to finish or have just finished Phase 1 of the curriculum.

Congratulations on completing Phase 1 of medical school! You’ve successfully completed your pre-clinical training. To date, you have felt like a traditional student, going to class and practicums–that all changes now. You are part of the clinical team now, a professional who comes to work each day, trying to make a difference in the lives of your patients while you learn about medicine on the job. Your clerkships will expose you to key areas of medicine that are critical to know, regardless of your ultimate career choice. It is a great time in your careers and each day will be filled with something new.

This page will connect you with mandatory logistical information to make sure you’re prepared for Phase 2. Please review all areas to ensure you’re ready for Orientation to Clerkships (OTC), Transitions 2 (T2) and Phase 2 overall.

“When I look back at what I loved most about medical school it was the clerkship years. This was the first time I felt like I was doing work that moved me closer to my goal: Becoming a physician.”


Esteban Ramirez, DO

Clinical Assistant Professor of Medicine, IU School of Medicine-West Lafayette

Mandatory Compliance Tasks to Complete Before Phase 2

Students must complete various credentialing tasks before beginning clinical duties in Phase 2. It is critical that students review requirements for each component to ensure they schedule adequate time to complete all tasks before deadlines. Completing credentialing requirements is an important part of clinical duties that will continue during residency and as an attending physician.

Timeline Overview

Students should prioritize VA and BLS onboarding completion prior to Transitions 2. The other compliance tasks are due before clerkships begin; these tasks can be completed during built-in Transitions 2 time or prior to the start of Transitions 2. Please see each task’s details to determine an appropriate timeline for your schedule. Some appointments may need to be made in advance to fulfill health testing requirements etc.

VA Onboarding

Mandatory: Review Important Overview Information before beginning the steps.

Important Overview Information
  1. Timeline: Students must complete all seven steps; this can take up to six weeks to complete.
  2. Who needs to complete onboarding and when:
    • Students who will be in Indianapolis for all of Phase 2
      • Steps 1 through 6 must be completed by April 5, the Friday prior to the beginning of T2.
      • Step 7 must be completed during T2.
    • Students who will stay at a regional campus but complete some rotations in Indianapolis during Phase 2, specifically for Anesthesia, Surgery, Neurology, Psychiatry, and/or Internal Medicine
      • Steps 1 through 6 will need to be completed within 100 days of going to Indianapolis for rotations.
      • Step 7 will be completed on the first day in Indianapolis.
    • Students staying at a regional campus and not doing rotations in Indianapolis during Phase 2, but may during Phase 3.
      • Steps 1 through 7 will need to be done before December 31, 2019. 
      • Steps 1-6 can be done locally, Step 7 can be scheduled while in Indianapolis (most likely during rotation orientation).
      • Keep in mind Steps 4-6 must be completed within 100 days of Step 7.
  3. Track your progress: A VA credentialing canvas site has been created for students to track their completion of each step. Please mark “Yes” to the “Quiz” questions for Steps 1 -7 as you complete them. 
  4. Contact information: There is a team that will be monitoring the site. If you have any questions, please email
  5. Expiration: Once all steps are completed, the VA credentials are valid for one year from the date of TMS module completion.Students must complete TMS modules each year by the expiration date to maintain their VA ID.
  6. Special consideration: Students can’t start rotations in the VA without completing these steps; not completing all seven steps can delay completion of clerkships. 
  7. Social security number: All trainees must have a social security number to rotate at the VA.

Step 1: Preparation for VA Onboarding
  1. You will need two forms of unexpired government-issued ID. School-issued ID’s are no longer a valid form of ID.
  2. You will use this information for the TMS training:
    1. VA Location (IND)   
    2. VA Point of Contact First Name (SUZANNE)
    3. VA Point of Contact Last Name (GULLANS)  
    4. VA Point of Contact Email address (
    5. VA Point of Contact Phone Number (317-988-4171)
Step 2: Complete Training Module and Forms
  1. Follow the steps to complete the TMS training module
  2. Print all three certificates listed below for TMS online training completion. You will need to save these documents for Step 3.
    1. VHA Mandatory Training for Trainees
    2. Privacy and HIPAA Training
    3. VHA Mandatory Training for Trainees Refresher
  3. Fill out the documents listed below. You are required to fill out all pages; if there is a section that does not apply to you, simply leave it blank. You will need to save these documents for Step 3.
    1. Demographics and in-process Checklist
    2. Declaration
    3. Drug Free Workplace Random Testing Acknowledgment for HPTs
    4. VA Form 10-2850D: Application for Health Professions Trainees
Step 3: Share Printed Copies of all Forms From Step 2 with the VA
  1. If you are completing Step 4 (fingerprinting and background check) in Indianapolis, you will bring the forms and certificates from Step 2 with you in person to that appointment.
  2. If you are completing Step 4 (fingerprinting and background check) outside of Indianapolis, you will need to mail the forms and certificates from Step 2 to the VA.
    1. Indianapolis VA Address: Richard L. Roudebush VA Medical Center, 1481 West 10th Street Indianapolis, IN 46202, ATTN:  EDUCATION DEPARTMENT
Step 4: Schedule an Appointment for Fingerprinting and a Background Check

If you have mailed your documents to the VA, please wait 10 days after mailing to reach out to the VA for scheduling an appointment. This will ensure that the VA receives your documents.

  1. For students coming to the Indianapolis VA:
    1. Please email to set up appointments. 
    2. Appointments are scheduled Monday-Friday 7:30 am-3:30 pm.
    3. Suggested dates: February–April 5, 2019
    4. To make the scheduling process more efficient, please note on this scheduling email the days that you are unavailable.
  2. Students outside of Indianapolis may go to another VA Facility or a local Federal facility that offers fingerprinting services (check with local federal buildings, post offices, court houses etc.). 
    1. Students must provide the SOI and SON codes below to the federal facility to ensure prints are digitally sent to the VA.
      1. For VA facilities outside of Indianapolis:
        1. SOI #VAB8
        2. SON #1315
      2. Other federal facilities:
        1. SOI #VAB8
        2. SON #1315
        3. OPAC #36001200
    2. After fingerprinting students should email the VA at the following information:
      1. Full Name (first, middle, last)
      2. Fingerprinting date
      3. Where you completed the fingerprinting
      4. Best phone number for the VA to reach you at

Step 5: Fingerprinting and Background Check

This step will take approximately 30 minutes. Consider bringing phones/study material in case the system is running late.

  1. Documents that you must bring with you to your appointment:
    1. Two forms of unexpired government-issued ID. School-issued ID’s are no longer a valid form of ID. 
  2. Location for fingerprinting appointment at the VA:
    1. Indianapolis: Education Department located in the basement of the C-wing; Room C-B094 in the Richard L. Roudebush VA Medical Center, 1481 West 10th Street, Indianapolis, IN 46202
      1. Parking instructions for the Indianapolis VA
    2. Outside of Indianapolis: See part two of Step 4 for location recommendations.
  3. After appointments in Indianapolis, students receive instructions for the next steps along with a list of sponsors.
Step 6: Receive Email Notification Confirming Background Check is Clear

Students should refer to the instruction sheet received at fingerprinting appointment to complete any additional onboarding processes.

Step 7: Get PIC Badge and Computer Access

Timing and location considerations:

  • Step 7 must be done within 100 days of fingerprinting. Otherwise, the fingerprinting step must be repeated.
  • This step must be completed at the VA in Indianapolis.
  • Step 7 does not require an appointment and takes approximately 1-3 hours.
  • Recommended hours to visit the VA are between 8 am – 3:30 pm

What to bring:

Steps (must be done in order:)

  1. Contact your sponsor (email or phone): to set up an appointment for a VA PIV Badge. Take two forms of government-issued IDs when you meet the sponsor.
  2. IT Help Desk: to set up your VA computer account.  (Room C-B056)
  3. Report to Police Services to take picture for VA PIV Badge.  (Building 21 behind the main building)

Basic Life Support


Students are encouraged to keep their Basic Life Support certification active and can complete this task at any time. Students do not need to wait to receive AY 19-20 compliance notifications from MedHub to go ahead and get it taken care of.

BLS certification typically lasts two years. Because many students first complete BLS training at the beginning of medical school, many students’ certifications will be expiring around the start of Phase 2.

TB Test


Coordinate getting a TB test by contacting Campus Health.

TB tests are typically valid for one year.

Fit Test


FIT-testing is a procedure that determines what respirator model and size is appropriate to provide protection from tuberculosis (TB). Trainees should get annual fit tests when working in clinical environments.

Set up an appointment: Contact Campus Health to set up a time for test time. Fit-testing typically takes about 15 minutes.

Fit tests are typically valid for one year.



Complete the OSHA training.

Training is typically valid for one year.



Complete the 2019 HIPAA training.

Training is typically valid for one year.

IU Health Modules (Including Cerner)


Complete the modules on IU Health’s website.

Training is typically valid for one year.


Will I have to complete additional requirements to the mandatory requirements above?

Yes. You may have to complete additional EMR modules for any clinical sites you work in. Additionally, each clinical site may have unique requirements. The clerkship coordinator will provide all students this information prior to the start of rotation.

How will I know who my clerkship coordinator is?

This information can be found in the syllabus for the clerkship.  This document is located on the home page of the Canvas site.