Getting Started Guide
About ResidencyCAS
Welcome to ResidencyCAS. This platform provides the tools needed to manage residency applications, review candidates, coordinate interviews, and support program selection activities. Use this guide to get started and learn about the available portals and features.
How To Use This Guide
- Determine which portal you need in Understanding ResidencyCAS Portals.
- Access helpful resources in Quick Links.
- Find login and access information in Requesting Access.
- Follow the Getting Started Checklist to complete monthly key tasks in the recommended order.
Understanding ResidencyCAS Portals
ResidencyCAS includes several portals that support different stages of the application, letters of recommendation, review, and interview process. The table below describes each portal and its primary purpose.
|
Portal |
Who Uses It |
Primary Purpose |
|---|---|---|
|
🎓 Medical School Portal
|
Medical school staff |
Manage applicants by inviting them to apply and submitting supporting documentation and school-required materials. |
|
👤 Applicant Portal
|
Applicants | Complete application requirements, submit documents, and track application progress throughout the process. |
|
✍️ Evaluator Portal
|
Evaluators and delegates | Complete and submit SLOEs, recommendations, and evaluations on behalf of applicants. |
|
🛠️ Configuration Portal
|
Program directors, managers, and coordinators |
Upload program branding image(s) and program description links. |
|
📋 Program Portal
|
Program directors, managers, coordinators, and reviewers |
Review applications, manage applicants, collaborate with reviewers, and make informed selection decisions. Important: the Program Portal includes two separate environments: production (live) and sandbox (testing). These environments are completely independent, and changes or configurations made in one do not carry over to the other. |
|
🤝 Interview Portal
|
Program directors, managers, coordinators, interviewers, and reviewers | Schedule interviews, manage interview events, collect evaluations, calculate scores, and develop final rankings. |
Quick Links
| Resource | Description |
|---|---|
| Register for upcoming training webinars. Recordings are posted for past webinars. | |
| Follow a learning path of short, how-to videos to understand key features of the Program and Interview Portals. | |
| Program Portal Quick Start Guide |
Review these four steps to familiarize yourself with the Program Portal and prepare for application review.
|
| Interview Portal Quick Start Guide |
Learn how to invite applicants, schedule interviews, and manage the interview process from start to finish.
|
| Recent Enhancements | Keep up-to-date on recent enhancements to the software. |
| Best Practices and Helpful Resources | Review how-to guides, best practices, and other odds and ends. |
| Live support | Contact us with questions. |
Requesting Access
Getting-Started Checklist
If you’re new to your role or looking for your yearly checklist, we recommend completing the following tasks over several months leading up to and through the application release date.
Preparation Tasks (complete in June/July)
|
Task |
Role |
|---|---|
| Review the Applicant Quick Start Guide to get familiar with the application. | PD/PM/PC, Faculty |
| Review the Configuration Quick Start Guide to get familiar with updating your program information in ResidencyCAS. | PD/PM/PC |
| Review the Program Portal Quick Start Guide to get familiar with application review basics. | PD/PM/PC |
| Access the sandbox environment to test any features of interest. |
PD/PM/PC |
Configuration Tasks (complete in July/August)
|
Task |
Role |
|---|---|
|
Log in to the live (i.e., production) environment and set up key application review tools, including: |
PD/PM/PC |
|
In the live environment, configure roles (i.e., permissions and data visibility). |
PD/PM/PC |
|
In the live environment, add all new users. |
PD/PM/PC |
|
Begin training faculty on your workflows. |
PD/PM/PC, Faculty |
Interview Tasks (complete in August/September)
|
Task |
Role |
|---|---|
| Briefly review the Interview Portal Quick Start Guide to get familiar with the portal, then: | PD/PM/PC |
| Create your interview sessions (and add any scoring questions). | PD/PM/PC |
| Learn how to conduct interviews and manage the interview day. | PD/PM/PC |
| Conduct mock interviews. | PD/PM/PC, Faculty |
Communication Tasks (complete in September/October)
|
Task |
Role |
|---|---|
| Prepare your interview invitations. | PD/PM/PC |