Onboarding and Training for EM & EM Combined Specialty Programs

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Overview

We're excited to welcome your program to the ResidencyCAS community. This move is a big step toward streamlining and modernizing your application and interview processes.

This page is organized into two key sections:

Onboarding Checklist
Training Timeline and Registration

As you review the information below, remember that our support team is here to help throughout your ResidencyCAS experience.

Onboarding Checklist

This guide is designed to help your program smoothly transition into the ResidencyCAS system. It outlines the key steps and resources program directors and coordinators need to complete setup, update program visibility, and prepare for application review.

Step 1: Configure Your Program in ResidencyCAS

In the ResidencyCAS application, applicants will see a description of your program. Complete the ResidencyCAS Program Information Form and provide your program details – these will appear in the applicant portal along with links to FREIDA and EMRA Match, helping candidates learn more about your program before they apply.

Once your program information is updated, you can preview it from the applicant’s perspective. Log into the ResidencyCAS Program Portal Sandbox Environment (details below in Step 5) and click the information icon in the left menu. This will display a test login for accessing the Applicant Portal, allowing you to view your program’s profile as applicants will see it during the application process.

ResidencyCAS Program Portal – App Portal Prelaunch Link.png

Step 2: Register ResidencyCAS with NRMP

When completing your annual NRMP registration, be sure to select ResidencyCAS as your application platform for both the Main Match and SOAP. This ensures that applicants and NRMP correctly associate your program with ResidencyCAS during the match process.

Step 3: Attend Training Sessions

We strongly encourage attending our live training sessions. These cover:

System navigation.
Managing program preferences.
Reviewing applications and signals.
Interview scheduling tools.
Common FAQs for EM programs.

You’ll find registration details below. All sessions are recorded and available for on-demand viewing at your convenience.

Need more tailored help? We know there are a lot of steps involved in the configuration process, and we’re here to help. We offer personalized support sessions where you can walk us through your current application review workflows, and we’ll help you create a customized setup that fits your program’s needs. More details coming soon!

Step 4: Set Yourself Up for Success!

To prepare for application review, we recommend completing the following key tasks in the order listed. We also highly recommend that the program director and coordinator schedule time to meet and review the portals together before applications become available.

Application Review: Preparation Tasks

We recommend you complete these tasks in June/July.

Task	Role
Review the Applicant Quick Start Guide to get familiar with the application. It's also helpful to review key application cycle dates.	PD/PC, Faculty
Review helpful EM tools and guidance: Emergency Medicine Collaboration with ResidencyCAS. CORD Medical Student and Advisor Resources. EMRA Match. CORD SLOE Resources.	PD/PC, Faculty
Review the Program Portal Quick Start Guide to get familiar with application review tools.	PD/PC
Use the ResidencyCAS Program Portal Sandbox Environment to explore features and test workflows covered in training and throughout the guides in this help center. Your sandbox login uses your email address and the default password exploreresidencycas (unless you reset it). Once logged in, navigate to the Users section and confirm that your program director and coordinator are correctly assigned to their roles. If you need access or are experiencing firewall/login issues, contact us for assistance. Important reminders: Login credentials are for internal training and preview only. They should be used in accordance with ResidencyCAS access guidelines and must not be shared outside your program’s leadership (e.g., students, other specialties, or individuals outside of medicine). Any users added or program configurations made in the sandbox environment – including segments, filters, or scoring rubrics – will not carry over to the live production system. These items must be recreated in the live environment. The sandbox is for testing purposes only.	PD/PC

Application Review: Configuration Tasks

We recommend you complete these tasks in July/August.

Task	Role
The live (i.e., production) Program Portal opens on July 1, 2025. Once available, log in and begin setting up key application review tools, including: Application review phases. Segments. Holistic element weights. Review/scoring forms.	PD/PC
In the live environment, configure roles (i.e., permissions and data visibility) and add all new users. Important reminder: only the program director and program coordinator receive access to the live environment. Users from the sandbox will not carry over and must be added in the live environment.	PD/PC
Begin training faculty on your workflows.	PD/PC, Faculty

Training

Upcoming Conferences

The ResidencyCAS team will be present at several major medical education conferences in 2025. These events offer excellent opportunities to engage with our team:

Event	Date	Location
Society for Academic Emergency Medicine (SAEM) Annual Meeting	May 13–16, 2025	Philadelphia Marriott Downtown, Philadelphia, PA
ACEP25 Scientific Assembly	September 7–10, 2025	Salt Palace Convention Center, Salt Lake City, UT
AMA ChangeMedEd® 2025	September 11–13, 2025	Swissôtel Chicago, Chicago, IL
NRMP Conference	October 11–12	The Westin Downtown, Washington DC

Webinar Training Topics by Month

To guide you through ResidencyCAS and help you succeed in your first cycle, we'll be hosting a series of webinars as follows:

Month	Training Topics
June	Program Portal Key Concepts and Fundamentals User Management
July	Program Portal Configuring Segments Configuring Phases Configuring Tags Configuring the Holistic Score Configuring Review Forms & Assigning Reviews
August	Program Portal Configuring Segments Configuring Phases Configuring Tags Configuring the Holistic Score Configuring Review Forms & Assigning Reviews Preparing Your Faculty for Application Review
September	Program Portal Configuring Segments, Phases, and Tags Configuring Review Forms & Assignments Interview Portal Creating Your Interview Day Sending Your Interview Invitations Running Your Interview Day Preparing Your Faculty for Interview Season Best Practices: Participating in Interviews
October	Interview Portal Creating Your Interview Day Sending Your Interview Invitations Running Your Interview Day Preparing Your Faculty for Interview Season Best Practices: Participating in Interviews

Upcoming Webinar Registration

Registration details will be posted here as they become available.

Workshop	Topics	Notes
ResidencyCAS: User Management	Adding your program users and creating new roles Configuring data masking/permissions Creating review teams Managing Notifications	Register for Monday, June 9 12:00-1:00 PM ET
ResidencyCAS: Exploring Application Review Workflows	Segments vs. Phases Creating review forms Examples of workflow processes: Using tags Using phases Using manual vs automatic assignments Communication tools	Register for Thursday, June 26 12:00-1:00 PM ET
ResidencyCAS: Configuring Segments	Creating Segments Saving Segments Using Segments to identify relevant applicants	Register for Monday, July 14 12:00-12:30 PM ET
ResidencyCAS: Configuring Your Holistic Score	Components of the Holistic Score Setting Holistic Score weights	Register for Thursday, July 17 12:00-12:30 PM ET
ResidencyCAS: Configuring Phases & Tags	Configuring Phases Configuring Tags	Register for Monday, July 21 12:00-12:30 PM ET
ResidencyCAS: Configuring Review Forms & Assignments	Creating review forms Adding program users/roles Creating review teams Assigning applications to reviewers	Register for Wednesday, July 23 12:00-12:30 PM ET

Webinar Replays

Exploring Key Features

Missed CORD AA in Seattle, WA? This virtual workshop offers the same content presented at the conference. Learn how ResidencyCAS can streamline and strengthen your application process. This webinar was recorded on Friday, March 28, 2025.

User Management

This virtual workshop covers basic user management functions. This webinar was recorded on Wednesday, April 30, 2025.

Exploring Application Review Workflows

This virtual workshop covers various application review tools and workflows. This webinar was recorded on May 9, 2025.