Roles & Services

Call Roles

Call roles define the types of call your program uses. Common examples include Day Call, Night Call, Night Float, and Jeopardy.

Role properties

Each role has the following properties:

• Name — A descriptive name (e.g., “Night Call”, “Jeopardy”).
• Default start and end times — The typical shift times for this role.
• PGY level restrictions — Which post-graduate year levels are eligible to fill this role. For example, you might restrict Night Float to PGY-2 and above.
• Primary vs. backup — Whether this role is a primary call assignment or a backup/jeopardy role.
• Active status — Inactive roles are hidden from scheduling and assignment views.

Adding a role

1. Navigate to Roles from the dashboard.
2. Click Add Role.
3. Enter the role name, start and end times, and any PGY restrictions.
4. Choose whether this is a primary or backup role.
5. Click Save.

The new role is immediately available for use in call scheduling.

Clinical Services

Clinical services represent the rotations in your program — the services residents rotate through during each block. Examples include Cardiology, Oncology, General Surgery, and ICU.

Service properties

Each service has the following properties:

• Name — The full service name (e.g., “Cardiology”).
• Short code — An abbreviation used in compact schedule views (e.g., “Cards”).
• Color — A color for visual identification on the schedule.
• PGY level requirements — Which levels can be assigned to this service.
• Night Float designation — Whether this service is classified as a Night Float rotation.
• External/off-service slots — Configuration for visiting or off-service residents who rotate onto this service from other programs.

Adding a service

1. Navigate to Services from the dashboard.
2. Click Add Service.
3. Enter the service name, short code, and color.
4. Set PGY level requirements and any additional options.
5. Click Save.

The new service appears in the master schedule and is available for resident assignments.