When a resident graduates, leaves a program, becomes a fellow, or transfers from one program to another, use Graduate/Advance.

The Date of Change will automatically display the first day of the upcoming academic year. If the changes you make will take place on a different day, change the date before you begin. Residents who have been scheduled to start in the next academic year are not shown in the current academic year's column. The list of residents in the left are of the window can be narrowed using the Limit to PGY list. The list of upcoming changes on the right can be narrowed by using the Limit to Change list.

A few things to remember: the Date of Change will always default to the first day of the next academic year and you can use the Last Checked information at the bottom of the window to know whether or not there are problems with the advance system. The Date of Change, once modified will hold that date until the window is closed. It will go back to the default date when Graduate/Advance is opened again.

Resident Leaving Program

To indicate that a resident is leaving the program, select the resident, then click Leaving PGM. In the Reason Leaving Program, select the reason the resident is leaving the program. New reasons can be added in the Reasons Left Early list in Lists. If the Leaving Program button is inactive it is because there are no entries in the Reasons Left Early list.

Change a Resident's Program

If a resident will be changing from one program to another within your institution, use Change Program to move them to their new program. Select the resident's name and click Change Program.

Advance a Resident

Select the resident's name and click Change PGY. A new window will display the PGY years in the program. Select the radio button next to the PGY the resident will be after advancing. The resident's name will move to the right hand column and become yellow.

Move a Resident to Fellow

Moving a resident to fellow status is accomplished by selecting the resident, then clicking Move to Fellow.

Move to Alumni/Graduate a Resident

To graduate a resident, first select the resident, then click Move to Alumni. Set the resident's graduation date, then click Finish. To move from Alumni back to Resident please see Transferring from Alumni to Resident/Fellow.

Confirmation Emails

Once all of your scheduled changes have been made correctly on the left hand side, you can click Send Confirmation Email that will email each resident informing them of the upcoming change. If this button is not clicked, no emails will be sent to inform the residents of the change.

In past versions of Residency Partner, advancing the academic year was done manually. The academic year now advances automatically on July 1 every year.