Account User Guide for Programs

System Access

• Log Into the NMS Match System

  You can access the NMS Match System by selecting the Log In button in the top-right corner of the page.

  To log into the NMS Match System you will need to enter both the email address and password that were previously set up in the system (e.g., when you set up your account in the NMS Match System).

  If you have more than one track registered in CASPR, you will be presented with a list of the tracks after you log into the system. You must select a track from the list in order to reach the Dashboard page for the track.

• Forgot Password?

  If you do not know your password, please use the Forgot Password? link available on the NMS Match System login page and follow the instructions to reset your password.

  

• Update Account Information

  You can change your email, password and security questions in the Account section. You can also add an additional track to your residency program in this section.

  Ensure your email address is correct as all CASPR communications, including your residency program's results, will be sent to that email address.

  • If you are responsible for more than one track, any changes you make to your Account information will apply to all of your tracks.
  • If you change your email or password, you will have to use the new values the next time you log into the NMS Match System.

  Changes to residency program and track information should be made in the Profile section.

• New/Changed Program Director

  If there is a change in Program Director, the following information should be updated in the NMS Match System:

  • Account Section: Email address, password, security questions
  • Profile Section: Program Director name, phone, fax, mailing address if necessary

  If possible, you should work with the former Program Director to update this information. The former Program Director can log into the system, enter your email address and provide a temporary password for you in the Account section. You can then log in with your email address and the temporary password, and update the password and the rest of the information as required.

  If the former Program Director is not available and you do not have access to the login credentials created by the former Program Director, you must send a signed request to CASPR, on the program's letterhead, providing your email address and requesting that CASPR update the login information for your program. The letter can be sent to caspr@natmatch.com.

• Add/Manage Users

  Program Directors can add and remove new (secondary) users who will have access to their program in the NMS Match System.

  Add Users:

  • Select the Account option from the NMS Match System menu.
  • Select the Manage Users button in the Users section of the Account page.
    
    
    
    
  • Select the Add New User button.
    
    
    
    

  • Provide the user's name, phone number, email address, and select a permissions level.

    Permissions are assigned at the program level. Users will have the same permissions for all tracks offered by your program. The available permissions levels are:

  • Full Permissions: A Full Permissions user can view, manage, and change all program information (except for managing users). They will also be copied on relevant automated emails (e.g., confirmations, reminders, etc.) sent to the Program Director from the NMS Match System.
  • Select the Add button. This will automatically send an email to the user prompting them to create their own unique login credentials for the NMS Match System. If the user already has an account in the NMS Match System, your program will be added to their list of options when they log into their account.

  
  

  Remove User:

  If you remove a user, they will no longer have access to your program and will no longer receive any communications about your program from the NMS Match System.

  • Select the Account option from the NMS Match System menu.
  • Select the Manage Users button in the Users section of the Account page.
    
    
    
    
  • Select the X located next to the user's name from the list of users for your program.
  • Confirm that you want to remove the user by selecting OK.

Manage your Track(s)

After you log into the NMS Match System for a track, you are presented with a Dashboard. The Dashboard shows your track’s current status in CASPR, the number of positions being offered, and information about the track’s applications, interviews and rankings for CASPR.

Program Directors that have more than one track registered in CASPR will be presented with a list of their tracks after they log into the system. You must select one track from the list to reach the main Dashboard page for the track.

• Switch to the Dashboard of Another Track

  If you have more than one track registered for CASPR, you can use the Switch button at the top of the Dashboard to access the Dashboard of another track without having to log out of the system.

  

  
  

• Change the Number of Positions Offered by a Track

  MPII

  All positions left unfilled in the Match are offered in MPII, and are transferred automatically into MPII. A program can decide not to offer an unfilled position in MPII only if it decides not to fill the position in the track for the coming year (e.g., anticipated loss of funding, shifting of funding to other purposes).

  Positions that become available after the Match, such as positions for which funding becomes assured after the Match Rank Order List deadline or newly created positions, may also be offered to applicants in MPII.

  The number of positions offered by a track that is active in MPII can be changed in the NMS Match System until the MPII Rank Order List deadline.

  • Select the Edit button in the Positions section of the Dashboard
  • Select the appropriate number of positions to be filled and press Submit.

  
  

• Participation Status - Withdraw or Reinstate a Track

  The Status section shows the track's participation status in CASPR. All registered tracks that intend to offer positions in 2024 should have a status of Active in MPII.

  If the track is no longer offering positions in 2024, it should withdraw from CASPR.

  • Read about the Implications of withdrawing

  If your track has positions available but no acceptable applicants, you should certify a Rank Order List with No Ranks. Do not withdraw the track from CASPR.

  • Read about certifying a list with no ranks

  
  

  Withdraw a Track:

  • Select the Edit button in the Status section of the Dashboard
  • Select a reason for withdrawing
  • Enter your password and press Submit.
  • If you want to prevent applicants from applying to your track, you must go to Application Settings and set your application deadline to a date in the past.

  

  
  
  

  If you withdrew a track during the Match and wish to reinstate it in MPII, you must email a written request to caspr@natmatch.com. The request must be received as soon as possible, and no later than the MPII Rank Order List deadline March 11, 2024.

  If you have withdrawn a track during MPII but now want that track to participate, you can reinstate that track prior to the MPII Rank Order List deadline using the NMS Match System.

  Reinstate a Track in CASPR:

  • Select the Edit button in the Status section of the Dashboard
  • Follow the instructions provided on the screen to complete the reinstatement process.

• Add a New Track to Your Residency Program

  MPII

  To add a new a track in MPII, you must email a written request to caspr@natmatch.com . The request must be received as soon as possible, and no later than the MPII Rank Order List deadline March 11, 2024.

• Update Program and/or Track Information

  You may edit most of this information until the Rank Order List deadline for the track. However, you cannot change the residency program display name or the track description once CASPR is open for the entry of rankings.

  To update your Profile information:

  • Select the Profile option from the NMS Match System menu.
  • Select the Edit button next to the information you want to change.
  • Update your information, and press the Save button.

  Detailed instructions about the content to be entered into each field can be found by pressing the tooltip icon (?) next to the field name.

  If your residency program has more than one track in CASPR, any changes you make to the Residency Program Information for one track will be made automatically for all tracks at the residency program. You cannot have different contact information for different tracks within your residency program.

• Access Your Applications

  To access the applications submitted to your program, log into the NMS Match System and select the Your Applications option from the menu. That will display the list of applicants to your program.

  Programs participating in MPII will have access to their applications starting at 12:00 p.m. Eastern Time on March 6, 2024.

  When an applicant adds your program to their list of pending applications, you are provided with their name and contact information. When an applicant submits an application to your program, the applicant's full application information is available immediately for download. The NMS Match System has tools to help you organize and review the applications submitted to your program.

  • Read more about downloading and reviewing applications

• Access Your Interviews

  To access your interviews, log into the NMS Match System and select the Your Interviews option from the menu. That will give you access to the functions used to create interview events, invite applicants for interviews, and manage your interview scheduling.

  • Read more about setting and managing interviews