The quarter spent on the spreadsheet is already validated.
Resident demographics and rotation time already live in the platform. The funding ledger draws from both. Critical errors block the CMS XML until they are cleared. You generate the file the MAC expects, with the trail already attached.
Bring one fiscal period to the discovery session. We walk the ledger, the queue, and the release, and the filing stays yours either way.
Pick your seat
Cost-report support
DGME FTE
178.4
IME FTE
178.4
Cap exposure
96%
6.6 headroom
Finance exports
2
| Line | IRIS FTE | Cost report FTE | Variance | Status | Actions |
|---|---|---|---|---|---|
| DGME | 178.4 | 178.4 | 0.0 | Ready | Save |
| IME | 178.4 | 176.9 | 1.5 | Review | Save |
| Cap | 185.0 | 185.0 | 0.0 | Ready | Save |
Cost-report support. Demonstration data.
Residencies · Fellowships · Teaching hospitals
Nobody went into GME to re-key 700 rotation rows.
Medicare GME funding rides on a file that is still often built by hand. We built IRIS around four beliefs.
The roster should not be retyped into a second system.
Resident demographics live in People. Rotation assignments live in Clinical Schedules. The funding ledger draws from both. Refresh on demand so the filing does not drift from the year the coordinators already keep.
The MAC should never be the first validation.
SSN, provider number, AAMC code, rotation percentages, funding year. Critical errors block the release. Warnings surface for review. The message is in plain English, not a constraint code.
Finance should not wait for the deadline to ask about the cap.
Weighted FTE rolls up from rotations already on the schedule. Time percentage times GME percentage, summed, compared against the cap. Headroom is a number, not a later surprise.
Nobody should file this alone.
Your Medtrics team loads the fiscal years, walks the first validation queue with you, and sits the first release.
One cycle, from the ledger to the file you stand behind
The same residents and rotations the program already keeps become the Medicare GME record. Validation runs as the record changes, not only at the deadline.
Coordinators clear the queue. Finance reads the cap. Compliance keeps the binder. Same cycle. Upload to the MAC portal stays in your hands.
Ledger
Resident funding ledger
People and rotations, already in one row
Queue
Validation workbench
Critical errors named before generate
Cap
Cost-report support
Weighted FTE versus cap, on demand
File
You certify
CMS XML, then you upload to the MAC
Coordinators clear the queue before the release is generated.
Finance reads cap exposure from the same ledger.
You certify. Upload to the MAC portal stays with you.
The GME office, finance, and the DIO.
The same filing reads differently depending on where you sit. Pick your seat.
For GME administrators and coordinators
I submit Medicare reports four times a year. If I send incomplete data, the MAC rejects it and I start over.
One ledger. Sourced from People and Schedules.
Each resident row carries IRIS readiness, CHGME readiness, open validations, and where the data came from. You are not re-keying rotation time into a separate tool.
Resident funding ledger
One resident row per reporting year, with source lineage and filing readiness.
| Trainee | IRIS | CHGME | Validations | Source | Actions |
|---|---|---|---|---|---|
| Trainee 01 | Ready | Ready | 0 | People | Profile·Schedules |
| Trainee 02 | Ready | Gap | 1 | Schedules | Profile·Schedules |
| Trainee 03 | Blocked | Ready | 2 | People | Profile·Schedules |
| Trainee 04 | Ready | Ready | 0 | Schedules | Profile·Schedules |
The queue tells you what to fix, in English.
Run validations for the fiscal period. Critical rows name the trainee, the rule, and the field. Resolve them here. The release will not generate until they are gone.
Validation workbench
| Severity | Trainee | Rule | Field | Message | Actions |
|---|---|---|---|---|---|
| Critical | Trainee 03 | SSN | SSN | SSN missing | Rerun·Resolve |
| Critical | Trainee 07 | Provider | Provider | Provider number invalid | Rerun·Resolve |
| Warning | Trainee 12 | Funding year | Funding year | Funding year mismatch | Rerun·Resolve |
| Warning | Trainee 18 | Time % | Time | Rotation percentages exceed range | Rerun·Resolve |
Generate the CMS XML the spec asks for.
Build the IRIS release for the period. XSD validation is attached. Certify when the gate is clear. You still upload the file to the MAC portal. That step is yours, on purpose.
Release detail
Status
Draft
Trainees
184
Errors
0
Warnings
5
Certification gate
CMS XML readiness
Ready to review
Artifacts
| Artifact | Version | Generated | Actions |
|---|---|---|---|
| CMS XML | 1 | Sep 2, 2026 | Download |
What your Medtrics team does here: your Impact Engineer loads fiscal years and the first roster. Your Academic Strategist sits the first validation pass so the queue is a review, not a fire drill.
For CFOs and GME finance leads
Are we within our FTE cap? I need that number before the finance meeting, not after the MAC flags it.
DGME, IME, and cap exposure on one board.
Cost-report support rolls weighted FTE from the live ledger. Cap exposure is current because the rotations already exist. Variance against the cost-report line is a review, not a reconstruction.
Cost-report support
DGME FTE
178.4
IME FTE
178.4
Cap exposure
96%
6.6 headroom
Finance exports
2
| Line | IRIS FTE | Cost report FTE | Variance | Status | Actions |
|---|---|---|---|---|---|
| DGME | 178.4 | 178.4 | 0.0 | Ready | Save |
| IME | 178.4 | 176.9 | 1.5 | Review | Save |
| Cap | 185.0 | 185.0 | 0.0 | Ready | Save |
The file you will stand behind.
When the coordinator certifies the release, finance can see trainee counts, errors, warnings, and the CMS XML artifact. Nothing is a surprise at the portal.
Release detail
Status
Draft
Trainees
184
Errors
0
Warnings
5
Certification gate
CMS XML readiness
Ready to review
Artifacts
| Artifact | Version | Generated | Actions |
|---|---|---|---|
| CMS XML | 1 | Sep 2, 2026 | Download |
What your Medtrics team does here: your Impact Leader maps how cost-report periods are closed today, then walks the first cap read with finance in the room.
For compliance officers and GMEC staff
When the MAC requests documentation, I need the trail already assembled, not reconstructed from inboxes.
Settle duplicate-FTE overlaps before reconciliation.
Cross-hospital time overlaps surface as review cases: trainees, overlap days, dates, due date. You resolve them in your queue instead of in a CMS reconciliation months later.
Duplicate review cases
CMS duplicate-FTE overlap review workflow.
| Case | Status | Trainees | Overlaps | Overlap days | Dates | Received | Due | Summary |
|---|---|---|---|---|---|---|---|---|
| DR-104 | Open | 2 | 1 | 14 | Jul 1 - Jul 14 | Aug 12 | Sep 9 | Open |
| DR-118 | Open | 2 | 1 | 7 | Aug 3 - Aug 9 | Aug 20 | Sep 16 | Open |
| DR-121 | Resolved | 2 | 1 | 21 | Jul 6 - Jul 26 | Aug 4 | Sep 1 | Open |
The binder fills as you work.
Every evidence item, override, and source refresh is logged. When the auditor asks how FTE was calculated, the documentation is already there.
Evidence & overrides
Evidence binder
| Evidence | Type | Linked to | Added |
|---|---|---|---|
| Provider affiliation letter | Letter | Provider 01 | Aug 4 |
| Cap exception note | Note | FY 2026 | Aug 18 |
| Displaced-resident flag | Override | Trainee 09 | Aug 22 |
Source refresh history
| Job | Status | Started | Result |
|---|---|---|---|
| People sync | Complete | Sep 1 | 184 rows |
| Schedules sync | Complete | Sep 1 | 712 rows |
What your Medtrics team does here: your Academic Strategist walks the first duplicate-review package and the evidence binder so the audit question has an answer on day one.
You will not file this year alone.
Software vendors hand you a spreadsheet template and a login. We hand you three people who know your programs by name, and they run the first filing with you.
Ashley EvittsImpact Leader
Vicky DaiImpact Leader
Santhosh Cherian, MDAcademic Strategist
Weekly during onboarding. Monthly after go-live. Quarterly with finance and your DIO. Once a year, on your campus.
- 1
Discovery. Your Impact Leader maps how the IRIS file actually gets built: who owns the roster, who keys rotation percentages, who signs the cost report, which MAC you file with. The picture of how the file gets built stays yours.
- 2
Migration. Your Impact Engineer loads fiscal years, providers, and the first funding roster from People and Schedules, and cleans what needs cleaning with you.
- 3
Validation. Your Academic Strategist walks the first queue so critical errors are a list you understand, not a database dump.
- 4
First release. You generate the CMS XML, review the gate, and certify. Upload to the MAC portal stays with you.
- 5
Cadence. Weekly during onboarding. Monthly after go-live. Quarterly with finance before each filing.
Validation workbench
| Severity | Trainee | Rule | Field | Message | Actions |
|---|---|---|---|---|---|
| Critical | Trainee 03 | SSN | SSN | SSN missing | Rerun·Resolve |
| Critical | Trainee 07 | Provider | Provider | Provider number invalid | Rerun·Resolve |
| Warning | Trainee 12 | Funding year | Funding year | Funding year mismatch | Rerun·Resolve |
| Warning | Trainee 18 | Time % | Time | Rotation percentages exceed range | Rerun·Resolve |
IRIS is a teaching-hospital job. The rest of the platform is not.
Medicare GME reporting is for sponsored residencies. The other segments still run evaluations, schedules, and mapping on the same platform.
A standalone IRIS tool is a third source of truth.
The category pattern is: export residents from one system, re-enter rotation time into another, hope the MAC does not reject the file. Data drifts. Percentages are typed twice. Nobody can answer the cap question until the quarter is already late. Medtrics is the roster, the rotations, and the IRIS file from the same record. Upload to the MAC still happens in the MAC portal.
One record, not a quarterly merge.
People and Clinical Schedules already hold the residents and the rotations. The funding ledger reads them. There is no second roster to keep in date.
Validation before the portal, not after.
Critical errors block the release. Warnings are a review list. The MAC is not your first spell-check.
A team that files the first period with you, and stays.
Software vendors hand you a spreadsheet template. We map the process first, load the years, and stay on a first-name basis after go-live.
From a reporting quarter to a review
Teaching-hospital GME offices still build IRIS files by reconciling a resident roster, a rotation grid, and a spreadsheet the MAC will reject for a missing SSN. After the move, the ledger is the roster. The queue is the review. The release is the file.
Before
A coordinator reconciles three sources, keys rotation rows, and finds out what is wrong when the MAC sends the file back.
After
The ledger is current. Critical errors are cleared before generate. Finance reads cap exposure without a side workbook.
Questions programs ask
See your filing, with your roster.
Bring one fiscal period to the discovery session. We walk the ledger, the queue, and the release, and the filing stays yours either way.
Reviewed against shipped GME Finance on September 2, 2026. CMS, MAC, and HRSA names are used descriptively; nothing here implies endorsement. MAC portal upload is manual. CHGME is live in the same workspace and is not a second landing page.