To align with the latest data collection and reporting standards from ACGME’s Physician Data Initiative, we’ve updated how applicants report race & ethnicity and language proficiency.
Important: if you or your DIO added application data restrictions in the previous cycle (2024–2025), we recommend checking that those are still working as intended in the current cycle. Likewise, if you’ve previously built segments, exports, or reports/dashboards using this data, you may want to review and update them for this cycle to reflect these ACGME-driven changes.
Here’s what’s changed:
Release Date |
Release Highlights |
---|---|
July 1, 2025 |
Program Portal Program and Interview Portals: Shared Updates |
June 29, 2025 |
Program Portal Interview Portal |
May 29, 2025 |
Interview Portal |
May 22, 2025 |
Program Portal |
March 10, 2025 |
Program Portal |
March 3, 2025 |
Interview Portal |
Based on user feedback, we're excited to introduce a new application review experience built for efficiency, clarity, and ease of use. This update includes a number of features designed to help you navigate and evaluate applications faster and more intuitively.
Streamlined Navigation and Key Info at a Glance
You’ll notice several major updates the moment you open an application:
Improved Application Section Layout
When reviewing application sections, you'll now see a streamlined layout – including collapsible panels and the ability to bookmark sections – all designed for better organization, easier reading, and helping you focus on what matters most.
Recommendations/evaluations are also organized into collapsible panels. When collapsed, they show basic information about the letter writer. When expanded, you can toggle between the Details and Attachments views. In the Attachments view, any uploaded documents or PDFs appear directly inline.
Enhanced Application Details and Review Panels
The Application Details, Reviews, and Comments panels are still accessible from the top right, but with some notable enhancements. First, the Application Details panel now includes phases, tags, and fully customizable summary data for quick insights.
Second, the Review panel has been reorganized to better display assigned and completed reviews – all while keeping the application in view.
This update applies to OB/GYN programs only.
In the first cycle, OB/GYN programs had access to a dedicated Review Portal – a simplified version of the Program Portal designed specifically for reviewers. However, Review Portal usage was historically limited, many users were unaware of its full functionality, and managing multiple portals sometimes created confusion or added unnecessary complexity.
To streamline workflows, the Review Portal has been retired. All evaluation and review activities will now take place directly within the Program Portal. Reviewers (those with the Interviewer/Reviewer role) will now complete their reviews in the Program Portal. Here's how it works:
This update simplifies the overall experience for everyone involved by centralizing application review in the Program Portal (interview scheduling and execution remain in the Interview Portal). The transition is expected to have minimal impact; most users will not experience any disruption.
These changes affect both the Program and Interview Portals.
You can now add and manage Interview Portal users the same way you do for the Program Portal. From Settings > Users, open a user profile, scroll to the Portals section, toggle on Interview Portal, and assign the appropriate role. You can also update a user's role directly using the pencil icon. Previously, Interview Portal access was managed in a separate area of Settings. This update streamlines the process by giving you one central location to manage all user access.
We simplified the process of adding applicants to the Interview Portal. Previously, applicants were moved into the Interview Portal by placing them into specific phases. Now, you can add applicants directly from the application using the Send to Interview Portal button.
Alternatively, from the applications grid, you can select the applicants you want to interview and then select the Interview Portal option from the menu.
When you add an applicant to the Interview Portal, they appear in the Interview Candidate status – a neutral status that ensures they don’t see anything until you’re ready to invite and schedule them. If you add an applicant by mistake, you can remove them in the Interview Portal via the Applicant Profile panel, as long as they're not assigned to a session. If needed, you can always re-add them from the Program Portal.
By default, users with the Reviewer/Interviewer role don’t have permission to add applicants to the Interview Portal. If you want to allow this, navigate to Settings > Roles > Reviewer/Interviewer, and under General Settings, enable the Send Applications to Interview Portal permission. For most programs, reviewers/interviewers don’t need this permission – they typically just need to be added to the Interview Portal as noted above so they can perform interviews.
As you move applicants between interview statuses in the Interview Portal, that information is now synced to – and visible in – the Program Portal. This means you can view interview statuses directly from the Program Portal. Additionally, all comments, scores, and ranks from the Interview Portal are now synced to and visible in the Program Portal, making it possible to include them in the applications grid (as shown below), segments, reports, and more.
Programs can now access data from previous cycles in both the Program and Interview Portals. This update is especially helpful for programs that completed their first cycle last year and want to reference or review past activity.
In the Program Portal, a new drop-down appears in the Segment Selector within the Applications section. This allows you to view applications from the current cycle, archived cycles, or both. This cycle filtering also applies across the Program Portal, including in reports and exports.
In the Interview Portal, you can use the role switcher (the circle with initials in the bottom-left corner) to access a previous cycle. Only program directors, managers, and coordinators have this access – applicants and interviewers will only see data from the current cycle. If a program director, manager, or coordinator switches to their Interviewer role, they'll still only see current cycle data. Additionally, any changes made in a previous cycle, such as updates to interview statuses, scores, or ranks, will not be reflected in the Program Portal.
When ResidencyCAS receives a Medical School Transcript (MST), we now capture and display the grading scale used for clerkship evaluations — in addition to the grades themselves. This allows you to incorporate grading scale data into your review process, including when building segments and exports.
The available grading scales include:
Note for emergency medicine programs: by default, this scale is currently visible directly in the application, just below the timeline.
Programs can now set a deadline that requires applicants to accept, reschedule, or cancel their interviews a specific number of days in advance. This enhancement helps prevent last-minute changes, which previously left programs with little time to find a replacement applicant.
You can enable this deadline in Settings – if turned on, it applies to all sessions.
If you set a deadline, it will reflect for applicants as follows:
We’ve introduced several updates to make the interview scheduling process more flexible and efficient.
After generating the schedule, you’ll see each applicant’s group listed next to their name.
If you need to update group assignments, click View All in the top-left area of the session.
The default interview scoring range is now 1–5 (previously 1–10). This change helps prevent confusion and misalignment between scoring forms and system settings. Previously, programs using a 1–5 scale on their forms were unintentionally having scores scaled up to match the 1–10 default. With this update, the system better aligns with common scoring practices and reduces the need for manual adjustments, and you can still adjust the scoring scale if you need a different range.
We've made a few updates to help you manage interview days more easily and efficiently. Highlights include:
To improve the overall process for programs and support better reporting, we've added two new statuses: Interview Scheduled and Interview Complete.
We've updated how applicant names are displayed throughout the Interview Portal: they now appear as last name, first name, degree instead of first name last name, degree. This change makes it easier to sort and scan names, especially when reviewing large lists.
The application PDF has been enhanced for improved usability and a more streamlined experience. Updates include a shorter document length, reduced white space, and better page-breaking.
We’ve made improvements to email tracking. From the Activity section in the main menu, you can open the Emails section to see which messages were sent, when they were sent, and how many recipients each message had.
Clicking into an individual email now brings you to a summary page with key details. Most notably, you can not only see who received the email, but also track engagement, including how many people opened it and how many clicked any links. From the summary page, you can drill down further by either clicking the links within each tile or using the bottom navigation menu – both options take you to the same detailed views.
When creating an email template with an image, you can now right-click the image to add a hyperlink to a URL.
Segments have been enhanced for greater precision and flexibility. You can now create more granular and dynamic segments for targeted searches. For example, you can now filter by USMLE Step 1 or Step 2 scores separately, making it easier to target specific thresholds. Previously, distinguishing between these scores was more challenging.
When viewing an application, you can now toggle sections with tables of data (e.g., colleges attended, experiences, activities) to form view for improved readability. In form view, you can also sort entries by specific criteria, making the review process more efficient. For example, if an applicant has multiple experiences, switching to form view lets you view details in a structured format and sort them by type, start date, total hours, and more.
You can now perform a bulk action to move multiple applicants to a different interview status simultaneously.
Applicants who decline an interview invitation are now moved to the Declined status instead of Canceled.
You can now filter applicants by session, track, and medical school attended. Additionally, you can download an Excel file of applicants, which will include any applied filters.
In the Applicant Profile panel, you can now remove an applicant from the Interview Portal. This helps correct cases where an applicant was mistakenly added from the Program Portal. You can remove applicants as long as they are not assigned to a session, and if needed, you can easily re-add them from the Program Portal.
When using the TimeTrack feature, a red horizontal line now appears in the schedule to help you visualize the current time. The indicator moves every two minutes, so it may not always match the exact time to the minute but will stay close. Think of it as an approximate time indicator rather than a precise clock. This feature is available for Standard sessions.