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/ Education  /   Phase 2 (Year 3)  /   Compliance and Onboarding

Compliance and Onboarding

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

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.

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

Step 1: Email the VA
Step 2: Complete the TMS Training Module
Step 3: Complete the following forms:
Step 4: Complete the following, in order to complete steps 5 &6:
Step 5: Schedule an appointment for fingerprinting and a background check:
Step 6: Fingerprinting and background check:
Step 7: Receive email notification confirming background check is clear:
Step 8: Obtain PIV badge and computer access

The full details of the VA Onboarding process are available here.

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


Due to COVID-19, hospitals are running low on N95 masks and fit testing is on hold for now. (Updated March 13, 2020.)

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.