Requesting competency evaluations

A competency evaluation is a formal type of student assessment that directly relates to required coursework and a specific appointment.

Typically, you can request a competency evaluation from an appointment.

To request a competency evaluation

1. On the Calendar page, complete one of the following:

   • Locate and clicktap an existing appointment to display the appointment details.

     

   • Schedule an appointment and open its appointment details.

2. From the selected appointment, clicktap Request Competency Evaluation to display the Request Competency Evaluation window.

   Note: If the appointment is not associated with a procedure, the button does not display.

   

3. Set the following fields as necessary:

   • Student - Displays the appointment provider associated with the appointment. If necessary, enter a different student provider.

   • Multi-Visit Exam

     • New Evaluation - Select the radio button to create a new evaluation.

     • Continue a multi-visit evaluation - Select the radio button to continue an existing evaluation. Once selected, clicktap the enabled Please select an existing evaluation field and select the evaluation in the drop-down list.

       Note: If selected, the Student, Procedure, and Select a form fields are disabled as you are continuing an existing evaluation. The existing evaluation's student provider, procedure(s), and the evaluation form will be applied to the new evaluation.

   • Procedure - Displays a list of procedure(s) associated with the appointment. If necessary, you can remove procedure(s) from the evaluation by deselecting the checkbox(es).

   • Evaluator - Displays the attending provider associated with the appointment. If there is no attending provider, the field displays [None]. The number of the fields are based on the selected evaluation form.

   • Pick a form - Select a listed evaluation form. If necessary, you can review the preview displayed on the right half of the window and the required number of evaluator(s) for the form.

     Tip: You can use the Filter by form name search field to locate a specific evaluation form.

     

4. ClickTap Create.

   The new competency evaluation displays on the Faculty Evaluations and Student Evaluations pages.

   Notes:

   • When necessary, you can create multiple competency evaluations.

   • The timestamp of the evaluation is set to the date and time that you created the evaluation.