The packet that used to take a weekend is already sitting there.
Evaluations assign themselves from the rotation or the course. Faculty tap a link, including preceptors with no Medtrics account. When the committee meets, the packet is already together: scores, comments, and who still owes one.
Bring one rotation's evaluations to the discovery session. We load the forms and walk the assignment, the link, and the packet, and the packet is still yours either way.
Pick your seat
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 flagsCommittee meeting readiness. Demonstration data.
Residencies · Medical schools · Nursing · Veterinary · Allied health
The job is not chasing forms.
The form is short. The work around it is not: pairing people, reminding faculty, begging affiliated sites, assembling a binder the night before committee. We built evaluations around four beliefs.
Faculty should never create an account to evaluate a learner.
Logged-in attendings use their queue. Community preceptors, affiliated-site faculty, and volunteer clinicians open a private link, complete the form, and close the tab.
Coordinators should never assign one pairing at a time.
The rotation already knows who supervised whom. Set the rules once. Batch the rest. The list shows overdue, draft, and submitted without a side spreadsheet.
A committee should never assemble the packet the night before.
Scores map as they come in. Completion is visible by rotation and by evaluator. The meeting opens on who needs discussion, not on who still has a blank form.
Nobody should chase this alone.
Your Medtrics team loads the templates, connects assignment to the live schedule, and sits the first committee cycle with you.
One cycle, from the assignment to the seated committee
Classroom years and clinic years use the same engine. Course evaluations, skills checklists, end-of-rotation forms, and preceptor links are different templates and different triggers. They land on the same list.
Coordinators assign, faculty complete, and the committee sits with the packet. Read it as a coordinator, as faculty, or as the committee. Same cycle.
Assign
From the rotation or the course
Rules fire. The list fills.
Complete
A link, on a phone
No account for outside preceptors.
Packet
Scores land on the board
Who is ready. Who still owes one.
Sit
The committee meets
The packet is already there.
Classroom years run course, faculty, peer, and skills forms from the calendar.
Clinic years run rotation and preceptor forms from the block schedule, including people with no account.
The committee sits. Residencies, clerkships, and promotions use the same packet, different nouns.
One cycle. Three seats at the table.
Coordinators chase, faculty tap a link, the committee sits. Same packet, three jobs. Open the one that is yours.
For the coordinator who runs the evaluation chase
I know who owes an evaluation. I just cannot get it back before committee.
The reminder
A photo, the rotation, and a link. They never see a login.
The phone is live. Open the reminder, complete the evaluation, and submit. Affiliated-site faculty land on this same form, with no account and no password.
Interactive demo
Tap the unread Medtrics message.
Inbox
EditSearch
Private evaluation link
End of Rotation Evaluation
Responder
Faculty 1
Trainee
PGY-2 A
IM-Wards-A
Clinical judgment on this rotation required
Communication with the team required
Professionalism required
Add any final context or comments for this evaluation.
Demonstration data. Same assignment as the faculty beat.
The list that used to live in a spreadsheet.
Every assignment in one place: form, rotation, responder, trainee, overdue or submitted. Remind and extend from the row. Batch assign when the block turns over. Classroom courses and clinical rotations show up here together.
Form Assignments
Manage form assignments across your program
| Select all | Form | Context | Responder | Recipient | Status | Dates |
|---|---|---|---|---|---|---|
| End of Rotation EvaluationRotationManual | RotationIM-Wards-A | F1Faculty 1Faculty | PAPGY-2 AResident | Overdue | A: Aug 18V: -D: Aug 25S: - | |
| End of Rotation EvaluationRotationManual | RotationIM-Wards-A | F2Faculty 2Faculty | PBPGY-2 BResident | Draft | A: Aug 20V: Aug 22D: Sep 1S: - | |
| End of Rotation EvaluationRotationManual | RotationIM-Clinic-B | F3Faculty 3Faculty | PAPGY-1 AResident | Submitted | A: Aug 12V: Aug 14D: Aug 28S: Aug 27 | |
| Semi-annual EvaluationRotationManual | ProgramProgram | F1Faculty 1Faculty | PAPGY-3 AResident | Draft | A: Aug 22V: -D: Sep 4S: - |
Who is late, before anyone has to ask.
Completion by program, rotation, and evaluator. The rotations that are back and the ones still behind sit on the same board. The chase is a list, not a memory.
Form reports
Generate reports, export data, and track form compliance
Response compliance
Track form completion rates by user
Date range
Jul 1, 2026 to Sep 1, 2026
Form
All forms
Group by
Program
Overall rate
84.3%
Completed
1,295
Assigned
1,536
Users below 80%
19
Compliance by Program
Click a group to expand and view individual users
Internal Medicine
48 users
94.9%
581/612
| User | Assigned | Completed | Rate |
|---|---|---|---|
Attending, Cardiology faculty-01@example.edu | 14 | 14 | 100.0% |
Attending, Hospital Medicine faculty-02@example.edu | 12 | 11 | 91.7% |
PGY-2 Resident resident-07@example.edu | 9 | 6 | 66.7% |
General Surgery
31 users
87.9%
341/388
Pediatrics
27 users
74.0%
219/296
Emergency Medicine
22 users
64.2%
154/240
Show below thresholdRates at or above 90 read as strong, 70 to 89 as watch, below 70 as at risk.
What your Medtrics team does here: your Impact Engineer loads templates and assignment rules from your current forms. Your Academic Strategist walks the first block so the list matches how you actually pair people.
For faculty, attendings, and preceptors
I have 90 seconds between cases. If it takes a password, it does not get done.
A private link. The trainee and the form are already filled in.
Open the link. See who you are evaluating, on which rotation. Tap the scores, leave a comment, submit. Affiliated-site and community preceptors never create a Medtrics account.
End of Rotation Evaluation
Responder
Faculty 1
Trainee
PGY-2 A
IM-Wards-A
Clinical judgment on this rotation required
12345Communication with the team required
12345Professionalism required
12345
Overall Comments
Add any final context or comments for this evaluation.
Solid PGY-2. Ready for more independence on nights.
Submit, then close the tab.
The response is recorded. If another form is waiting on the same link, it is next. If you are done, you are done. No portal to bookmark.
Form Submitted
Your response has been recorded. Thank you.
All caught up!
You've completed all your pending forms.
What your Medtrics team does here: your Impact Leader sends the completion links on the calendar you agree, including the people who will never make an account.
For CCC, clerkship, and promotions committees
We spend the first hour of every meeting reconstructing who has enough evaluations.
Walk in knowing who is ready.
The meeting board shows standing, evaluation count, and who still needs data. Capture notes, then freeze the period. Residencies call this the CCC. Clerkship and promotions committees use the same board with different titles.
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 flagsThe scores already point at the competencies.
Faculty ratings map as they arrive. The matrix is the learner against the framework, not a separate spreadsheet rebuilt twice a year. ACGME milestones for residencies. Competencies and EPAs for medical students. Day One and essentials for everyone else.
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 |
What your Medtrics team does here: your Academic Strategist sits the first committee with you so the board matches what the chair actually asks.
You will not stand up evaluations alone.
Software vendors hand you a form builder and a login. We hand you three people who know your program by name, and they run the first packet 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 evaluations actually move: who assigns, who completes without an account, which committee sits, what preclinical vs clinical looks like in your school. The packet stays yours either way.
- 2
Migration. Your Impact Engineer loads templates, scales, and the current assignment rules from your files, in the order the data depends on, and cleans what needs cleaning with you.
- 3
Rules. End of rotation, end of course, mid-clerkship, request-from-learner. Your Academic Strategist walks assignment triggers with your coordinator so the list means what you think it means.
- 4
First cycle. Links go out. Faculty complete. You watch completion on the board. 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.
Form Assignments
Manage form assignments across your program
| Select all | Form | Context | Responder | Recipient | Status | Dates |
|---|---|---|---|---|---|---|
| End of Rotation EvaluationRotationManual | RotationIM-Wards-A | F1Faculty 1Faculty | PAPGY-2 AResident | Overdue | A: Aug 18V: -D: Aug 25S: - | |
| End of Rotation EvaluationRotationManual | RotationIM-Wards-A | F2Faculty 2Faculty | PBPGY-2 BResident | Draft | A: Aug 20V: Aug 22D: Sep 1S: - | |
| End of Rotation EvaluationRotationManual | RotationIM-Clinic-B | F3Faculty 3Faculty | PAPGY-1 AResident | Submitted | A: Aug 12V: Aug 14D: Aug 28S: Aug 27 | |
| Semi-annual EvaluationRotationManual | ProgramProgram | F1Faculty 1Faculty | PAPGY-3 AResident | Draft | A: Aug 22V: -D: Sep 4S: - |
The same evaluation cycle, in your program's words.
Assign, complete, sit. The nouns change: CCC or clerkship committee, resident or student, rotation or fieldwork, teaching hospital or community practice.
A form builder stores the PDF. This gets it back.
Legacy platforms let you build forms, assign them by hand, and export a report. Faculty still need an account. Affiliated sites still stall. The coordinator still assembles committee night. Medtrics connects assignment to the live rotation, lets people without accounts complete from a link, and keeps the packet current as responses arrive.
A link, not another login.
External preceptors open a private token and submit. Logged-in faculty still have a queue. The completion rate problem at affiliated sites is a friction problem. This is the friction we removed.
The packet is a board, not a binder.
CCC, clerkship committee, and promotions see standing, counts, and gaps before they sit. Nobody rebuilds the spreadsheet the Sunday before.
A team that runs the first packet with you, and stays.
A form builder does not know your committee's calendar. Your Impact Leader maps how evaluations move, your Impact Engineer loads the templates, and both stick around on a first-name basis.
From a chase to a completion rate you can show
Programs on Medtrics complete evaluations at 90% and above, platform-wide. One osteopathic college walked into a site visit with more than 375,000 evaluations already on the platform.
Before
The week before committee is a chase. Affiliated sites sit at half. The packet is a zip of PDFs.
After
Completion sits above 90%. The committee opens on who needs discussion. The visit asks for the evaluations. They are already there.
Questions programs ask
See one rotation's evaluations, assigned and back.
Bring one rotation to the discovery session. We load the forms and walk the assignment, the link, and the packet, and the packet is still yours either way.
Reviewed against shipped Forms and CCC on September 2, 2026. Accreditor names are used descriptively; nothing here implies endorsement.