The standing that used to take three days is already on the board.
Load the milestone, EPA, or essentials tree. Form items point at the nodes they assess. When the committee meets, standing, expected level, and who still needs data are already together.
Bring one program's framework to the discovery session. We load the tree and walk the matrix, the thresholds, and the committee board, and the framework stays yours either way.
Pick your seat
Milestone Assessment Matrix
Average entrustment levels by learner and assessment period
| Learner | 2025-2026 Mid-Year | 2025-2026 Year-End |
|---|---|---|
| PGY-1 A | 2.0 | 2.4 |
| PGY-2 B | 3.1 | 3.4 |
| PGY-3 C | 3.8 | 4.1 |
| PGY-3 D | 2.9 | - |
| PGY-4 E | 4.2 | 4.6 |
Average entrustment by learner. Demonstration data.
Residencies · Medical schools · Nursing · Veterinary · Allied health
The milestone spreadsheet does not need a three-day rebuild.
The framework is known. The evaluations already exist. The work is stitching them together before committee, twice a year, by hand. We built competency tracking around four beliefs.
The framework should be loaded once, then versioned when standards change.
ACGME milestones, AAMC EPAs, CCNE essentials, AVMA Day One, or a local tree. Sub-competencies, levels, and expected trajectories live in one place. Coordinators do not retype them into a new workbook each cycle.
An evaluation that does not point at a competency is a form that dies in a folder.
When a form is built, its items tag the nodes they assess. Submitted responses feed the learner's standing. Nobody maps them after the fact the Sunday before CCC.
A committee should read a trajectory, not a snapshot.
Average level by learner and period. Expected level by months in program. Who still needs data. The meeting starts on who needs discussion.
Nobody should assemble this packet alone.
Your Medtrics team loads the framework, connects existing forms to the nodes, and sits the first committee cycle with you.
One cycle, from the framework to the seated committee
The same tree serves the coordinator who pulls the matrix, the committee that records a level, and the learner who wants to know where they stand.
Map the framework, tag the forms, read the matrix, sit the committee. Residencies say CCC and milestones. Schools say clerkship committee and competencies. Nursing, veterinary, and allied programs say essentials or Day One. Same cycle.
Map
The framework, once
Milestones, EPAs, or essentials in one tree.
Tag
Every form points at a node
Scores land on the competency they assess.
Read
A trajectory, not a snapshot
Standing and expected level on the same board.
Sit
The committee meets
The packet is already there.
Residencies sit ACGME milestones and EPAs. The CCC opens on standing, not a rebuilt spreadsheet.
Schools sit competencies and clerkship EPAs. Promotions and clerkship committees read the same tree.
Everyone else uses essentials, Day One, or a local framework. The nouns change. The cycle does not.
The CCC, the program, and the learner.
Standing is a coordinator job, a committee job, and a learner question. Open the seat that matches yours.
For the coordinator who owns the milestone matrix
The CCC meets in two weeks. Last time, assembling milestone data took three days.
Average level, by learner, already in the matrix.
By Learner shows who has a recorded level in this period and who is still blank. Record a level when a form did not capture it. The matrix is the list you used to rebuild in a spreadsheet.
Milestone Assessment Matrix
Average entrustment levels by learner and assessment period
| Learner | 2025-2026 Mid-Year | 2025-2026 Year-End |
|---|---|---|
| PGY-1 A | 2.0 | 2.4 |
| PGY-2 B | 3.1 | 3.4 |
| PGY-3 C | 3.8 | 4.1 |
| PGY-3 D | 2.9 | - |
| PGY-4 E | 4.2 | 4.6 |
Expected level is a schedule, not a hallway guess.
Set the band by months since program start. Load ACGME defaults, then edit the skills that differ. When a learner has a start date, expected sits next to actual. When they do not, expected stays hidden.
Competency Thresholds
Expected competency levels are program-specific. Choose a program, then open Learner Outcomes again.
Internal Medicine Program · Expected level by months in program
Search subcompetencies by code or name
Patient Care · 2 skills
Apply band to these skillsPC1 History taking
Sub-competency
Months 0 to 12Expected level 2PC2 Physical exam
Sub-competency
Months 12 to 24Expected level 3
Medical Knowledge · 2 skills
Apply band to these skillsMK1 Clinical reasoning
Sub-competency
Months 24 to 36Expected level 4MK2 Applied sciences
Sub-competency
Months 12 to 24Expected level 3
What your Medtrics team does here: your Impact Engineer loads the framework and expected bands from your current files. Your Academic Strategist walks the first matrix so the columns match how you actually name the nodes.
For CCC, clerkship, and competency committees
The committee meets in two weeks. I need to know who has enough evidence, not who still has a blank cell.
Open on who needs discussion.
The board shows standing, evaluation count, and who still needs data. Capture notes, then freeze the period. Residencies call this the CCC. Medical schools read clerkship and promotions committees on the same board.
Clinical Competency Committee
Review who needs discussion, capture notes, then freeze the period.
Academic period
Not finalized
Showing 4 of 4
Medium flags hidden
Show medium flagsRecord a 1-5 when the form did not.
Search the learner, choose the milestone, pick the level, save. Form evaluations that use the same scale already show in the matrix. This is the exception, not the way every rating should arrive.
Record a milestone level
This records a 1-5 level on one milestone. Form evaluations that use the same scale also show in the matrix.
What your Medtrics team does here: your Academic Strategist sits the first committee with you so the board matches what the chair actually asks for.
For residents, students, and trainees
I know I am supposed to be at Level 3 by now. I only hear about it at the review.
The same matrix the committee reads.
Cohort view is learners against the competency nodes. You see where the group sits. Thin evidence and below-band cells are visible without a side conversation.
Cohort matrix
Compare mapped evidence across learners and competency nodes. Hover a score for a preview. Click to open source events.
| Learners | PC | MK | PBLI | ICS | P | SBP |
|---|---|---|---|---|---|---|
| PGY-1 A | 2.1 | 2.4 | 2.0 | 2.8 | 3.1 | 2.2 |
| PGY-2 B | 3.2 | 3.0 | 2.9 | 3.4 | 3.6 | 3.1 |
| PGY-3 C | 4.1 | 3.8 | 3.6 | 4.0 | 4.2 | 3.9 |
| PGY-3 D | 2.8 | No data | 3.0 | 3.1 | 2.9 | 2.7 |
Your shape versus peers, on the same axes.
Profile is the longitudinal view: your score next to the peer average on each competency. Forms and rotations only narrow the evidence. They do not reset the clock.
PGY-2 A
Longitudinal profile
vs peers
What your Medtrics team does here: your Impact Leader sets what learners can see, so standing is a conversation during the block, not a surprise at CCC.
You will not stand up the framework alone.
Software vendors hand you a competency tree and a login. We hand you three people who know your program by name, and they sit the first committee with you.
Vicky DaiImpact Leader
Meg RodgersImpact Leader
Santhosh Cherian, MDAcademic Strategist
Weekly during onboarding. Monthly after go-live. Quarterly with your directors. Once a year, on your campus.
- 1
Discovery. Your Impact Leader maps how standing actually gets decided: which framework, who records a level, which committee sits, what learners are allowed to see. The picture of how standing gets decided stays yours.
- 2
Migration. Your Impact Engineer loads the tree, expected bands, and the item-to-node map from your files, in the order the data depends on, and cleans what needs cleaning with you.
- 3
Rules. Which forms tag which nodes. Who can record a level. Your Academic Strategist walks the first rule set with your coordinator so the matrix means what you think it means.
- 4
First cycle. Evaluations land. The matrix fills. You watch expected versus actual. The first committee happens with us in the room.
- 5
Cadence. Weekly during onboarding. Monthly after go-live. Quarterly with your directors. Once a year, on your campus.
Milestone Assessment Matrix
Average entrustment levels by learner and assessment period
| Learner | 2025-2026 Mid-Year | 2025-2026 Year-End |
|---|---|---|
| PGY-1 A | 2.0 | 2.4 |
| PGY-2 B | 3.1 | 3.4 |
| PGY-3 C | 3.8 | 4.1 |
| PGY-3 D | 2.9 | - |
| PGY-4 E | 4.2 | 4.6 |
The same standing cycle, in your program's words.
Map, tag, read, sit. The nouns change: CCC or clerkship committee, resident or student, milestones or Day One.
A workbook stores the last cycle. This stays current as forms arrive.
HR competency platforms track job skills for employees. Form builders store the PDF. Spreadsheets hold last cycle's levels. None of them sit the committee. Medtrics connects the framework to the evaluations you already collect, and the board updates as responses land.
Medical education, not workforce skills.
Milestones, EPAs, essentials, Day One. Program start dates and expected bands. CCC and clerkship committee. This is not competency management software for HR.
The packet is a board, not a binder.
Standing, expected level, and who still needs data are visible before anyone sits. Nobody rebuilds the milestone spreadsheet the Sunday before.
A team that sits the first committee with you, and stays.
A competency workbook does not know your CCC calendar. We load the tree, connect the forms, and stay on a first-name basis after go-live.
From a three-day rebuild to a board you can sit with
Programs on Medtrics load the framework once and let evaluations feed standing as they arrive. The committee opens on who needs discussion, not on who still has a blank cell.
Before
The week before CCC is a scavenger hunt. Milestone levels live in a spreadsheet. Expected level is a hallway guess. Learners hear about standing at the review, not during the block.
After
The matrix is current. Expected bands are on the program. The committee board shows who is ready and who still needs data. Learners can see the same axes the committee will read.
Questions programs ask
See one program's standing, already on the board.
Bring one program's framework to the discovery session. We load the tree and walk the matrix, the thresholds, and the committee board, and the framework stays yours either way.
Reviewed against shipped Milestone assessments, Competency Thresholds, Competency report, and CCC on September 2, 2026. Accreditor names are used descriptively; nothing here implies endorsement.