Portal and Documentation Updates

October 11 Update: Interview Portal

• You can now add an external video call link (e.g., a Zoom link) to a meeting room. 
  • If you add a link, the meeting will take place on that platform when applicants and/or staff join the room.
  • If no link is added, the meeting will use the Interview Portal's native video conferencing platform.
• Applicants can now change their "Checked-in" status back to "On Time." Previously, once they selected "Checked-in," it could not be undone. This update allows applicants to revert to "On Time," which is useful if they select "Checked-in" by mistake.
• Program directors and managers who join an interview room from TimeTrack can now view the schedule for that room and change interview statuses.
• The chat function and the ability to invite additional participants have been removed from the Interview Portal’s native video conferencing platform to enhance security and confidentiality. 
• Interview sessions now appear in chronological order.

October 10 Update: Review Portal

Reviewers can now edit and resubmit completed review forms. Previously, submitted reviews were read-only, and no changes could be made. With this update, reviewers can go back, make updates, and resubmit their forms. 

Forms can only be edited and resubmitted while the application is in the same phase where the review was originally completed. For example, if the reviewer completed the form during the Assigned & In Review phase and then you moved the applicant to a different phase, you’ll need to move the applicant back to the Assigned & In Review phase for the reviewer to make edits.

Note the following: 

• Original form submissions are not viewable, but each resubmission is tracked in the History Tab.
• There is no limit to how many times a form can be edited and resubmitted.
• Scores are recalculated with each submission.

October 1 Update: Interview Portal

You can now use ResidencyCAS for invites and ranking/scoring, but manage your schedule and run the interviews outside of the Interview Portal via Zoom, Teams, WebEx, or any other video conference platform. For more informaton, review the Interview Portal Quick Start Guide. 

October 1 Update: Program Portal

The instructions for the following frequently used segments were updated: 

• The instructions to build the USMLE and COMLEX Pass/Fail segment were updated to indicate that:
  • When building the USMLE portion, you should enter "F" as the value. Previously, this was "Fail."
  • When building the COMLEX portion, you should enter "Failed" as the value. Previously, this was "Fail."
• The instructions to build the USMLE and COMLEX: Minimum Thresholds segment were updated to indicate that when building the USMLE portion, you should select "Best USMLE Step2 Result" as the application property. Previously, this was "Best USMLE Step2CK Result."

September 26 Update: Interview Portal

You can now use different scoring forms for different interview rooms. Previously, when you created a session, the same scoring form was applied to all rooms. Now, a Scoring Form library appears in the left menu, allowing you to build different forms and assign them to individual rooms in your sessions.

Note: If you previously created a scoring form for a session, it was saved in the Scoring Forms section and assigned to each room in that session. No existing forms have been deleted.

September 24 Update: Interview Portal

A new Interview Portal guide for applicants is now available in the ResidencyCAS Applicant Help Center: Participating in Interviews. Programs may wish to include this link in interview invitation emails so applicants have key information about the portal.

September 23 Update: Program Portal

When setting data restrictions for roles, you can now hide applicants' photos without also hiding their names and emails. A new Applicant Profile Image option appears under Applicant Identity. The Applicant Identity option still hides the photo, name, and email, while the Applicant Profile Image option hides only the photo.

September 19 Update: Interview Portal

To ensure applicants can't view or select interview sessions before you're ready, a new Invited & Ready for Scheduling status has been added to the Interview Portal. Now, to allow applicants to see your sessions, you must not only enable session visibility but also assign them to this new status.

When you add an applicant to the Interview Portal, they are still placed in the Interview Candidate status – this process remains unchanged. Previously, applicants in this status could view your sessions, but now they can't – they must be moved to the Invited & Ready for Scheduling status. This additional step ensures they can only see sessions when you want them to.

For more information, review the Inviting Applicants to Interview article. 

September 9 Update: Program Portal

• When building a segment, you first click + Add Criteria to select a data category. The Form category, which contains many data points from the application (i.e., USMLE scores, Medical School, Current Address, etc.), was renamed to Application Form. Additionally, the individual data point names were updated for clarity.
• You can now add images and videos to email templates. 

September 3 Update: Program Portal

When configuring the holistic score, a tooltip now appears, providing access to the scoring model components (i.e., which application data feeds into specific domains and subdomains).

August 28 Update: Interview Portal

When using TimeTrack to manage the interview day, program managers and directors can now join any interview room. This feature is particularly helpful if an interview is running behind schedule and you need to assist in wrapping things up to keep the schedule on track. If necessary, you can also force applicants out of the interview room. 

August 27 Update: Program Portal

1. When creating evaluation forms, you can now use the Condition Builder to control question visibility. For example, if one question asks whether the applicant has any gaps in their clinical experience, you may want to create a conditional question to collect more details about those gaps.
2. The Communications section was removed from the left menu. 
   • Email templates are now located in the Settings menu under the Application Setup section.
   • A sample interview invitation email template was added for you to customize. The title of this template is Sample Invitation Email – November Sessions.
3. In the ResidencyCAS application, applicants must agree to statements regarding participation in the NRMP. Previously, the lengthy question text and the applicants' answers appeared in the Program Portal. However, since applicants must select “yes” to continue with their application, this information was removed from the Program Portal to improve the user experience. 
4. The designs for the Program and Review Portal invitations were updated to make it easier for users to accept the invites.
5. USMLE and COMLEX scores are now recognized as numbers, allowing you to use them in segments with operators such as “greater than,” “less than,” “equal to,” etc. Previously, these numbers were recognized as text.

August 15 Update: Interview Portal

1. The Mock Interview Guide was updated to include an example of session you can use to set up your mock interviews.
2. In addition to a main rank list that ranks all interviewed applicants, you can also create an additional rank list.
3. When conducting interviews, an interviewer can now join the room via a Join Session button that appears at all times on the interview day.
   • Previously, the button appeared only when an interview status was set to Ready. 

August 18 Update: Interview Portal

Videos were added to the:

• Interview Portal Quick Start Guide (and relevant articles).
• Mock Interview Guide.