Clinical Steps

Learn more about the steps to take to strategize for the clinical site search!

Preparing for your clinical experience

Here is what you need to know and what you can expect as we work together:

  • The clinical steps and materials required for your certification appear within your Learning Management System (LMS) labeled “MedCerts Clinical Pathway” course.  This includes clinical webinars, program clinical handbooks, and clinical logs to help you track your progress in securing a clinical site and working with our Clinical Support Team. 
  • Remember that MedCerts does not place students with clinical sites or guarantee placement required for certification.  You are encouraged to begin your clinical site search as soon as possible.  
  • Step 1: Identify Clinical Sites
    Create a list of potential clinical sites in your area.
    Create a list of potential sites in your area. Clinical requirements can be completed at one of many different medical locations, such as, but not limited to:
    • Dialysis Clinics
    • Blood Bank Clinics
    • Outpatient Clinics
    • Hospitals
    • Fire Stations (for EKG readings
  • Step 2: Contact Clinical Sites
    Contact potential sites and inquire about clinical opportunities. You may have the most success reaching the supervisor or manager if you call the site, but you can also try to send an email (see sample email language below).
  • Step 3: Check Site Requirements
    If the site is willing to host you, check to see if they require MedCerts sponsorship. Be sure to gather contact information for the site supervisor or manager (Name, email, phone number, address of site) and submit a Clinical Site Information Form located in the MedCerts Clinical Pathway. 
  • Step 4: Complete required site documents and confirm start date
    Complete any documents required by the clinical site and confirm your start date. You may be required to have a criminal background check and complete a drug screening assessment. Please see the section in the Clinical Handbooks (see Resources below) on “Criminal Background Check, Drug and Other Screenings.” MedCerts does not perform background checks or collect vaccination records. That should be handled between you and the clinical site.
  • Step 5: Complete and return Clinical Log Form
    Document your requirements on the Clinical Log form, and return your completed form to the MedCerts Clinical Team ( Once received and approved, the Clinical Coordinator will release your National Certification to you.

Tips for Identifying and Securing a Clinical Site:
Clinical site opportunities can be either unpaid volunteer positions or paid employment positions, depending on the site and their needs. Some healthcare facilities may prefer to hire you and give you the supervision you need to complete your clinical requirements upon employment. The following are some recommendations from the MedCerts Career Services team that you can utilize as you begin the process of locating and securing your clinical site.

  • Strategies for finding clinical sites

    • Search online job websites (Ex: Indeed, ZipRecruiter, Linked In, to find sites that may offer paid positions that would allow you to complete your clinical requirements.• Network with friends and family to see if they have any connections to healthcare facilities.

    • Healthcare professionals have many connections to a variety of facilities, and they may be able to refer you to their colleagues.

    • Utilize social networking platforms (social media, Twitter, Facebook) to let people know that you’re looking for a clinical site to complete your hands-on certification requirements.

    • Consider volunteering or job shadowing at a hospital or clinic while going through your program, to build relationships there and make some key connections. (Remember that job shadowing does not count towards completing your clinical log as the requirement is to be done by the student on live persons.)

  • How to approach employers

    • Be well-prepared and treat this like you would a job search.• Develop and polish your resume. Writing a resume may sound daunting, but the resources in the Resume section of the Career Center will help you to get started. When you’re ready, you can send your resume to a Career Coach for feedback. Just submit an Ask a Career Coach form to request assistance!

    • Identify the appropriate department and person to approach, which may include the education department, volunteer department, or someone in human resources.

    • Prepare customized cover letters for each site you approach. A cover letter is a way to briefly introduce yourself to the employer and share your goals. The letter is a chance to demonstrate your professionalism and clarify your clinical requirements. See the Cover Letter section of the Career Center for more information.

    • Email or hand deliver your resume and cover letter.

    • Communicate promptly and professionally with the site.

    • Dress professionally for the meeting or interview (Look your best!)

  • Sample email message to Clinic Supervisor/Manager

    *You can copy and paste to following text into a blank email. Make adjustments as needed to fit your situation.Hello,

    My name is [Student Full Name], and I’m a student at MedCerts ( I’ve recently completed a training program to prepare me for the Certified Phlebotomy Technician (CPT) certification and the Certified EKG Technician (CET) certification through the National Healthcareer Association (NHA). I’ve passed my exams [or I’m planning to take my exams soon], and I need to complete 30 venipunctures, 10 capillary sticks, and 10 EKG readings to fulfill the certification requirements.

    Would it be possible to complete these requirements at your clinic? If required, MedCerts can sponsor me by providing a Certificate of Insurance with a signed Affiliation Agreement. You can reach me at [phone number] to discuss the details of my requirements.

    Thank you for your consideration. I look forward to talking with you soon.


    [Student Full Name]
    [Phone number]


Highlighted Resources

Keeping track of job applications and clinical sites contacted is crucial for students during their search for several reasons:

Follow these steps to ensure you are successful in finding a site(s) to complete your clinical requirements.

Helpful scripts you can utilize when reaching out to potential clinical sites over the phone, via
email, or when networking …