September 2025 Release: Stronger Schedules, Smarter Data, and Smoother Workflows

Smarter Scheduling Tools

Save time with cleaner interfaces, clearer logic, and faster syncing across all calendar views.

Drag-and-Drop Scheduling with Safeguards

Admins can now reschedule using drag-and-drop, with a new confirmation prompt that helps prevent accidental changes.

Where to find it: Program Admin > Calendar
Built for: Coordinators managing high-volume calendar edits.

Block Schedule Permissions Enforced

Role-based permissions now fully control who can create or edit block schedules, supporting secure, compliant workflows.

Where to find it:  Organization > Roles > Permissions
Built for: Institutions with multiple scheduling stakeholders.

Rotation Clarity for Students and Admins

Student calendars now open directly to rotation date ranges. Rotation type (clinical, virtual, in-person) is clearly displayed. Swap requests show full date history and require attachments when applicable.

Where to find it: Schedules > Rotations
Built for: Clinical programs coordinating diverse rotation formats.

Faster Syncing for Large Rosters

Student and faculty schedules now sync independently, improving performance when working with large cohorts.

Where to find it: Schedules > Clinical Schedules
Built for: Large institutions managing multiple schedules in parallel.

Simplified Evaluations

Support clarity, speed, and accuracy in every stage of your evaluation workflow.

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Context Enhancements on the “My Evaluations” Page

Evaluators now see site names and dates in the Context column, making it easier to triage and prioritize evaluations.

Where to find it: Evaluations > My Evaluations
Built for: Reviewers juggling high-volume evaluation lists.

Score Values Now Visible in Template Editing

When editing an evaluation template, score options now appear inline, making it easier to configure rubrics and align scales.

Where to find it: Evaluations > Templates
Built for: Curriculum teams standardizing evaluation scoring.

User Management and Onboarding Improvements

Support cleaner imports, stronger role accuracy, and smoother admin workflows across the platform.

Automatic Role Detection for Multi-Role Users

Primary roles are now set automatically for users with multiple roles, ensuring the right dashboards, permissions, and experience without manual adjustments.

Where to find it: Applies globally—no setup needed
Built for: Institutions with users who teach, evaluate, and coordinate.

Refreshed CSV Import Template

Improved column headers, examples, and built-in guidance make bulk user uploads easier and more accurate.

Where to find it: Users > Import Users
Built for: Admins managing new class onboarding or system migrations.

“Invited” Status Now Applies Automatically

Once a welcome email is sent, the user is automatically flagged as “Invited,” improving visibility and follow-up accuracy.

Where to find it: Admin Portal > Notifications > Outbound
Built for: Coordinators tracking user outreach and response.

Cancel Option for Future-Dated Users

Admins can now cancel pending user creation for future-dated entries, giving you greater flexibility and control over onboarding pipelines.

Where to find it: Users > Add User
Built for: Programs managing staggered user starts or tentative enrollments.

Data, Reporting, and Curriculum Tools

Strengthen decision-making, streamline curriculum reviews, and simplify data workflows across programs.

New Curriculum Objective Tables in the Data Warehouse

Two new tables—Curriculum Objectives and Curriculum Objective Event Mappings—are now available for advanced querying, audits, and cross-program analysis.

Where to find it: Query in your Data Warehouse
Built for: Accreditation reporting and curriculum objective tracking.

Chart Generation Supports Score-Only Filters

Assessment charts can now be generated using score filters alone—no form or milestone setup required.

Where to find it: Reports > Charts > Assessment Charts
Built for: Faculty and admins seeking quick performance insights without complex configurations.

Rotation Names Display in Block Cells

Rotation names are now visible inside schedule block cells, making calendars easier to scan and understand at a glance.

Where to find it: Clinical Schedules > Rotations Tab
Built for: Coordinators managing multiple overlapping rotation assignments.

Gradebook Score Import Simplified

Gradebook score imports now rely solely on uploaded file data, eliminating system-side matching and reducing upload friction.

Where to find it: Assessments > Gradebook > Import Scores
Built for: Faculty uploading final assessments from spreadsheets or external systems.

Compliance and Workflow Safeguards

Protect sensitive workflows, strengthen audit readiness, and give admins more control over institutional standards.

QR Codes Respect Form Status

QR codes automatically disable when a form is marked inactive, giving admins tighter control over when and how forms are accessed.

Where to find it: Forms > [Form Name] > Settings
Built for: Programs managing time-limited or archived evaluations.

Rotation Capacity Controls Added 

Admins can cap rotation capacity at 100 and receive confirmation alerts when saving changes, making it easier to manage site limits with clarity and control.

Where to find it: Institution > Sites > Rotations Tab
Built for: Clinical sites managing strict preceptor or space constraints.

Attendance Logs Aligned with Invites

Attendance logs display exactly who was invited, creating a clearer record of participation for audits and internal review.

Where to find it: Calendar > Log Attendance
Built for: Coordinators documenting event participation for accreditation or internal audits.

New “Add” Button for Custom Site Fields

Admins can now define custom site fields directly in the user interface—no extra setup required.

Where to find it: Institution > Sites > Custom Site Fields
Built for: Programs that need to tag sites with specialty, region, or other custom attributes.

MSPE Subject Line Labeling Control

When sending MSPE documents by email, admins can choose whether the subject line includes the MSPE label.

Where to find it: Documents > MSPE > Send Email
Built for: Student affairs teams customizing communication formats for faculty and advisors.

What’s Next

Every improvement in this release is designed to help your team move faster, reduce complexity, and make smarter decisions with less effort. From streamlined scheduling to more accurate evaluations and cleaner data flows, Medtrics delivers the tools you need to support students, meet requirements, and lead with confidence.

Thanks for being part of the Medtrics community.

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