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Liaison

Quick Start Guide

Overview Edit section

Welcome to the ResidencyCAS Medical School Portal! The Medical School Portal is part of ResidencyCAS, which is one comprehensive platform with fully integrated components:

ResidencyCAS Program Portal Connections.png

The main function of the Medical School Portal is to allow you to send invitations (i.e., access links) for the ResidencyCAS application. These invitations should only go to students who graduated from your institution. Only applicants with an access link can apply to ResidencyCAS.

Note that the invitations you send from the Medical School Portal are generic. They are not linked to a residency or your institution.
 

ResidencyCAS applicant invite

Accessing the Medical School Portal 

Medical School Portal URL: https://medicalschools.residencycas.com/

If you do not already have an account, your institution manager must verify your need for access. This process ensures that only authorized individuals gain access to the portal, maintaining security and proper access control. The institution manager is typically the system administrator; if you’re not sure who your institution manager is, contact our support team, and we’ll help you identify this person.  

If your institution manager verifies access, they should contact our support team with the following information:

  • Your name.
  • Your email address.
  • The organization program name.
  • Your position or role within the organization.
  • Authorization to create the account.

Once we receive this email, we’ll create the account and grant portal access.

Note: the Right Resident, Right Program, Ready Day One (RRR) program has compiled a list of frequently asked questions

Getting Started

Familiarize Yourself with the Portal

There are two primary areas you'll want to become familiar with: 

  1. The dashboard and navigation menu.
  2. The Individual Access Links page.
The Dashboard and Navigation Menu

When you first log in to the portal, you land on the dashboard. From here, you can search the applicants to whom you've sent access links.

The Individual Access Links Page

When you click Individual Access Links, you'll see a list of applicants to whom you've sent access links (to send new access links, see below). From this page, you can:

  • Search the invited applicants and review their information.
  • See when access links were sent.
  • See the status of existing invites.
  • Resend access links.

Individual Access Links page

Invite Statuses

Once you send emails in ResidencyCAS, you can track email statuses. These statuses include:

  • Bounced: the message was rejected by the recipient’s email server; you should verify the recipient’s email address. Contact the Client Support Specialist team at schoolsupport@residencycas.com for further assistance.
  • Clicked: the recipient received the message, opened it, and clicked a link or image.
  • Deferred: the message was not sent and is in queue for redelivery.
  • Delivered: the recipient’s email server received the message; however, this does not indicate that the applicant opened or viewed the message. The recipient may have recently changed their email address, or they may have rules or junk mail settings enabled that prevent the email from reaching the inbox. Applicants are encouraged to maintain updated contact information and disable junk mail filters.
  • Dropped: the email provider is preventing delivery of the message. Messages are typically dropped when they contain an invalid or non-existent email address, or when the recipient marks a previous ResidencyCAS message as spam. Contact the Client Support Specialist team at schoolsupport@residencycas.com. Additionally, you may want to confirm with the recipient that you have the correct address and that they added donotreply@webadmit.org to their "safe senders" list.
  • Failed: the message was not sent. Contact the Client Support Specialist team at schoolsupport@residencycas.com for further assistance.
  • Opened: the recipient received the message and opened it.
  • Sent: the message is being processed for delivery to the recipient.
  • Spam Report: the recipient reported the email as spam.
  • Unknown: the status of the email can’t be determined. This status typically appears for recently sent emails and is replaced by another status within 24 hours.

Some emails will remain indefinitely in a status of Sent or Delivered if the recipient’s email server fails to process read receipts.

Send Individual Access Links

To send access links to potential ResidencyCAS applicants:

  1. Click Individual Access Links on the navigation menu.
  2. Click New Access Link at the top right.
  3. Enter the applicant's name and email address. Note that the USMLE ID field is optional. If an applicant has a United States Medical Licensing Examination® (USMLE) ID, you may enter the eight-digit number here (enter numbers only). Where applicable, this will later be used to help identify international applicants who enter the ResidencyCAS Applicant Portal.
  4. Click Submit.

    medical-school-portal-new-access-link-request.png

An email is sent to the applicant, including a link that allows them to access the ResidencyCAS Applicant Portal.

Manage Invitation Links

From the Individual Access Links Page, you can review existing invites and resend them.

If you've sent an access link to an applicant more than once, you can review the invites you've sent by clicking Show in the History column.

To resend an invite:

  1. Find the applicant you'd like to resend an invite to.
  2. Click Send Link Again in the grid.

Another email is sent to the applicant. Note that the access link remains unchanged when the same email address is used.

Other Medical School Portal Features

Where available, you'll also have access to several other features on the Medical School Portal. These include:

  • Letters Portal: the Menu Bar includes a link to Liaison Letters, where you can upload medical school transcripts and MSPEs (Medical School Performance Evaluations) for your applicants.
  • Export Manager: using this feature, you can export groups of applicants, along with key information. This can be useful for any needed reporting or analysis.
  • List Manager: using this feature, you can create queries to find applicants that match the criteria of your choice. For example, you can create a list to find all applicants who are missing a USMLE score. Lists are saved, allowing you to revisit them to see the latest group of applicants who meet your criteria.
  • Clipboard: using this feature, you can set aside specific applicants. This can be useful if you need to return to them for a follow-up or some action that you want to complete.
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