Welcome to Thalamus Training
Our team of Thalamus experts, many of whom are former program coordinators, will guide you through building and customizing your program so you can optimize recruitment outcomes for your program using Thalamus.
Live Group Training Sessions
SOAP for Thalamus Programs 2026
Learn how to efficiently manage and optimize SOAP workflows in our upcoming SOAP for Thalamus 2026 webinar on Thursday, March 12, 2026.
Preparing for the Season: Program Setup
This course will review:
- Creating and maintaining the program profile
- Configuring program settings and preferences
- Managing user roles and permissions
- Understanding system defaults vs custom settings
- Best practices for initial setup
Preparing for the Season: Program Communications
This course will review:
- Creating and editing email templates
- Using email templates to effectively communicate with applicants
- Building and deploying surveys
- Managing and utilizing rosters
Preparing for the Season: Setting-up Cortex
This course will review:
- ERAS to Cortex API
- Overview of Cortex Workflow
- Cortex Settings
- Assigning applications and permissions
- Authorizing Applicants to Core
- Common setup pitfalls and troubleshooting
Preparing for the Season: Understanding Scoring
This course will review:
- Creating and managing scorecards
- Reviewing submitted evaluations
- Editing and submitting scores
- Interpreting aggregate score views
- Exporting scores and notes
Preparing for the Season: Program Calendar Events
This course will review:
- Creating calendar events
- Understanding scheduling groups & tiers
- Manage calendar & waitlist settings
- Closed versus open event settings
- Creating multiple events in one calendar date
- Scheduling applicants
Managing the Season: The Applicant Dashboard & Inviting
This course will review:
- Navigating the applicant dashboard
- Filtering, searching, and sorting applicants
- Importing or inviting applicants
- Managing applicant statuses
Managing the Season: Itineraries - Wizard & Builder
This course will review:
- Understanding itinerary components
- Using the itinerary wizard
- Building custom itineraries manually (IB)
- Editing and troubleshooting itineraries
- Publishing itineraries
- Printable resources
Managing the Season: Managing your Interview Day
This course will review:
- Published vs. Unpublished itineraries
- Thalamus Video test sessions
- Managing the Master View
- Viewing the My Schedule page
- Using the interview panel
Refresher: Product Updates & Best Practices
This course will cover:
- Overview of recent product updates and enhancements
- New and updated workflows across the platform
- Current best practices for efficiency and compliance
Wrapping-up the Season: End of the Season
This course will review:
- Adding and revising applicant scores & notes
- Creating additional rank lists
- Review default vs additional rank lists
- Mark applicants as Matched
- Creating Match Composites
- Exporting rank lists
Thalamus Open Forum: Ask, Learn, Succeed
Welcome to our Thalamus Open Q&A Office Hours!
Training Recording Library
Many of our live group training sessions are also recorded as 30-minute videos, which will walk you through setting up and using various Thalamus features.
Thalamus University Online Academy
Explore our new virtual learning module platform, featuring on-demand training and content available 24/7 for programs and applicants.
Thalamus Advanced Certification Seminar Courses
Sign up for a live, virtual training course where Thalamus Customer Success Specialists will walk you through best practices to help you become a Thalamus Superuser and subject matter expert.
Attendees will receive a certification of completion following each seminar, which can count toward Educational Credits for TAGME.
Thalamus Essentials: Super User Certification Course
Designed to provide you with all the foundational knowledge and practical skills you need to navigate and utilize the Thalamus platform effectively, this course occurs monthly, over three days, each day lasting two hours.
Thalamus Recharge: Super User Refresher Course
Designed to provide you with all the newly updated feature knowledge and practical skills you need to navigate the Thalamus platform effectively, this course occurs quarterly, over two days, each day lasting two hours.
Thalamus Pro: Super User Master Course
Designed to provide you with all the knowledge and practical skills you need to navigate and utilize the Thalamus platform effectively, this course occurs annually, in one day, lasting four hours.
Thalamus Custom Training
For programs, institutions, or specialty organizations who prefer a customized and private training experience, Thalamus also has training packages available for purchase, both virtually and in-person. All training sessions are led by Thalamus Customer Success Specialists, many of whom are former program coordinators.
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