Completing faculty evaluations

After a student provider completes a procedure, one or more faculty members must complete an evaluation to record an assessment of their work.

There are two types of evaluations:

• Sessional evaluation: This is a regular assessment that is completed after an appointment. They are created by a student provider or a faculty member without an appointment.

• Competency evaluation: This is a formal assessment that directly relates to required coursework and a specific appointment. They can be requested by a student provider or a faculty member from an appointment but may also be created without an appointment.

  Sometimes a student will complete a procedure that requires work to be done over multiple patient visits. In these cases, the competency evaluation is considered a multi-visit evaluation and each time the student completes part of the procedure during an appointment, they will be evaluated. Once the entire procedure is complete, the evaluation can also be completed.

To complete a faculty evaluation

1. On the Faculty Evaluations page, under Views, clicktap My Pending Evaluations.

   A list of evaluations that require your contribution displays.

   

   Notes:

   • The Date/Time column displays the date/time the evaluation was created.

   • Evaluations that require a self-evaluation display an icon under the column. A icon indicates the self-evaluation is pending and a icon indicates the self-evaluation is complete.

   • The Evaluator column displays the short name of the faculty member(s) assigned to the evaluation. If they have completed their copy, a icon displays beside their name.

     Important: If the assigned faculty member is not a provider, a masked name such as Faculty 1 and Faculty 2 display instead.

   Tip: You can clicktap the icon to refresh the list and display any updated statuses.

   Note: You can also access the Student Evaluation Search page and select a student to display all evaluations associated with a specific student.

   Tip: You can use the search field to locate a student quickly.

   

2. (Optional) Filter the list of evaluations.

   Note: Not all filters are available when working on the Student Evaluation Search page.

   1. ClickTap the Date Range field and select an option to display evaluations within a certain range.

      Note: The field defaults to today's date.

      • If you selected Specific Date, select a date from the calendar that displays and clicktap Done.

      • If you selected Custom Range, select two dates from the calendar that displays and clicktap Done.

   2. ClickTap the column header as necessary to sort the evaluations by competency or sessional evaluations.

      

   3. Under Student List, clicktap the Search by student name field and enter the student name to narrow the evaluations list to a particular student.

      Tip: Competency evaluations display in the list with the icon.

      

   4. Under Form List, select an evaluation form to display only evaluations with a specific evaluation form.

      Tip: If necessary, you can use the Search by form name search field to search for a specific evaluation form.

      

3. To open an evaluation, clicktap Start.

   Note: If your copy of the evaluation is in-progress, a Resume button displays instead.

4. (Optional) Review other assigned faculty member's saved and/or submitted answers and comments.

   Note: You must have the View Other Evaluator's Grades security right to view other faculty member's saved and/or submitted answers and comments.

   

5. Complete the evaluation as necessary.

   • To complete a question, clicktap the appropriate grade button.

     Tip: You can clicktap the icon to view the description for each grade in the grading scheme.

   • To add a question-specific comment, click the icon next to a question to display a Comments field and enter the comment.

   • To use the Comment Assistant, next to each descriptor, clicktap the and icons as necessary.

     

   • To add a general comment, enter the comment in the Leave your comments field.

   Notes:

   • Not all evaluations include question-specific comments or a Comment Assistant.

   • Any question-specific comments added by students or other faculty display under the applicable question.

   • If the student provider has already submitted a copy of the evaluation, you can view their answers.

   • If the attached procedures require multiple visits, only complete the sections that relate to the completed appointment.

   • When working on a multi-visit evaluation, you can edit the attached procedure codes to add or delete codes as necessary. Any procedure code changes are automatically saved.

     Important: You cannot edit the procedure codes if the evaluation has procedure-specific questions or the evaluation is already complete.

   

6. When the evaluation is complete, clicktap Submit.

   Tip: If you need to complete the evaluation later, clicktap Save & Exit.

   Important: Multi-visit evaluations may have sections that are required, but must be completed on a later date. If this is the case, a Warning window displays. ClickTap Submit as multi-visit or clicktap Back to evaluation and complete the remaining sections.

   

7. If prompted with a Fail Confirmation or Pass Confirmation window, clicktap OK to confirm the student failed or passed.

Once complete, submitted evaluations display on the Completed tab with a View button under the Recent Completed Evaluations view, and saved evaluations display with a Resume button under the My Pending Evaluations view.

Note: If working on the Student Evaluation Search page, submitted evaluations display under the Completed tab and saved evaluations display under the Pending tab.