Count Rotations
Tallies are a flexible and powerful tool that count and track the number of times a Resident has been on a given Rotation.
Tallies can be used to track a Resident’s participation in several different Rotations at once over multiple years, and can make scheduling easier by setting a Tally Target for each Resident.
How to Set Up Your Tallies
Tallies are created in the Rotations tab.
Create multiple Tallies to count different Rotations for your Residents. Example: create a Tally to count FM Rotations, and a different Tally to count EM Rotations.
However, there is no need to create different Tallies for different Residents or even different PGYs. You can adjust Targets for each PGY and each Resident so there is no need to clutter your Schedule with numerous Tallies.
Counting Multiple Rotations in One Tally
When setting up a Tally you are asked to specify the Rotations that you want to count. A Resident’s participation in any of the specified Rotations will add to the Resident’s Tally Result.
Oftentimes you will simply count one Rotation in a Tally.
However, there are sometimes reasons to count multiple Rotations in a single Tally. For example, if you created multiple Rotations in the Scheduling Tool to handle multiple locations for a given Rotation, or you have multiple types of Elective Rotations but each Resident can only take one.
Note: you can create as many Tallies as necessary, and each Rotation can be part of multiple Tallies. However we recommend only creating the Tallies that are necessary to avoid cluttering your results.
Counting Rotations Over Multiple Years
It is often necessary to track the number of times a Resident is on a Rotation over the course of their career in your program.
However Rotations and Tallies in an Annual Rotations Schedule are independent of Rotations and Tallies in other Schedules. Therefore, to count Rotations over multiple years we have to “link” Tallies year over year.
The “continues” setting in a Tally allows you to make that link between the previous year’s Tally and the current one.
Understanding Tally Results
With your Tally linked to a previous year’s Tally you will be able to see Results from earlier years along with Results from the current year.
If the previous year’s Tally also continues an earlier Tally, the system will add those results too, and continue to add up Tallies from earlier and earlier Schedules.
Overriding Previous Year’s Tally Results
Sometimes results from previous Tallies are unavailable or wrong (maybe this is the first year using MedRez.net, or perhaps the previous chief set things up differently) but you still really want to have correct year-over-year Tally results.
In that case you can override previous year’s results by manually entering results yourself.
You can override just one Resident’s results if you need to fix an anomaly, or you can override most or all of them.
Once a result is overridden in your Schedule, the Tally results for the previous year and all previous years are ignored for that Resident and Tally.
Tally Results are displayed for each Resident in the Schedule tab.
Tally Targets
With your Tallies set up and counting Rotations for each of your Residents, the real power of the system comes from setting Tally Targets.
Tally Targets are simply a number (or range of numbers, like “4 to 6”) that tell the system what the Tally result should be for each Resident.
For example, if Nicolas is supposed to be on 3 EM blocks this year but is currently only on 2, then the Tally Target (3) is considered unmet and this will be reflected in the stats for this schedule.
Default Targets
Quite often Residents of the same PGY are expected to take the same number of Blocks of a given Rotation each year. To speed things up you can set default Targets for each PGY of each Tally when you set up Tallies.
You can of course set Targets for each Resident individually after you have set defaults.
Targets Relative to Career Totals
If you have linked Tallies to count Results year after year (or you used the override capability to fill those results in), you can set up Targets relative to the career total by using the “including previous schedules” mode.
This lets you specify for example that PGY-3s should have 8 ED Rotation Blocks by the end of their PGY-3 year. That way if Nicolas had 2 his first year and 3 as a PGY-2, then the Target for his PGY-3 year will automatically be set to 3 for his PGY-3 year.