For example, once a resident record has been created more information about the resident can be added. Select the resident from the resident record select screen to open the record you would like to edit. Select the resident and click Open.

On the next screen, you will see the default Info tab with the information that was entered during the creation of the record. To add additional information, select from the different tabs.

The Program tab contains important information about the resident's term of residency.  Residency Period refers to how long they will be in your program in order to complete it. The dates can be edited by clicking on the grid icon. Institutional information refers to whether or not the resident needs a special visa to be in this country to study medicine. The Appointments grid shows a record of the programs, and the start and end date for each PGY. This information is taken from the graduate/advance process and only new appointments can be created at that time. A resident's appointment history is important, and should be as accurate as possible. Many reports rely on the appointment history being correct in order to process reports properly. Appointments can be edited after they are selected.

The Address tab hold information about where the resident lives, works and permanently resides in addtion to telephone numbers where they can be reached.

The Required tab refers to certifications and/or training that residents must go through. The License tab refers to licensure information in order to practice medicine during residency, which includes a DEA number and Medicaid ID. Both the Required and Licensure tab rely on information entered into Lists to draw information about required and license types.  These are

The Notes tab is available to provide any other information not being housed by one of the other tabs and is free form, like a text document.

The Education tab refers to information about where the resident went to medical school, has interned or other residency programs that they have gone through. The names of places and schools is manipulated through Lists.

The Checklist tab refers to program specific requirements that residents and fellows must complete. The requirements are managed through Lists.

The Certifications tab houses Board Certification, USMLE, NBOME and National In-Service Exam information and scores.

Clicking on 'New In-Service Exam Score' will open up a new screen for information to be entered in.

The Salary tab allows a history of compensation to be created for each resident and fellow. 

To add an entry to the salary history, click New.