Copying evaluation forms

You can quickly create an evaluation form by copying an existing evaluation form and then modifying the copy.

To copy an evaluation form

1. On the Evaluation Setup page > Evaluation Forms tab, select a listed evaluation form to display the form.

   

2. Click Tap Copy Template to create a copy and display as a new form.

   

3. In the Name field, enter a new title.

4. Under General, edit the fields as necessary .

5. Under General Questions, modify the headers and/or general questions as necessary.

   • To add a header, clicktap Add Heading and enter the title of the header.

   • To modify a header, select the header, enter a new title, and clicktap outside the field.

   • To remove a header, click the X icon.

   • To add a general question, complete the following:

     1. Click Tap Add Question.

     2. In the generated field, enter the question.

     3. In the Grading Scheme field, enter a grading scheme title, and select from the drop-down list.

     4. If the question is optional, deselect the Req* checkbox.

     5. If the question is critical, select the Critical checkbox.

     

   • To modify a general question, complete any of the following:

     • Select or deselect the Req* checkbox.

     • Select or deselect the Critical checkbox.

     • In the Question field, modify the question.

     • In the Grading Scheme field, enter a new grading scheme title, and select from the drop-down list.

   • To remove a general question, clicktap the X icon.

6. Under Procedure Specific Questions, modify the questions as necessary.

   • To add a procedure-specific question, complete the following:

     1. Click Tap Add Question.

     2. In the generated field, enter the question.

     3. In the Code Range fields, enter the procedure code range the question applies to.

        Note: If the question applies to multiple procedure code ranges, clicktap the icon and enter the procedure code range in the generated fields.

     4. In the Grading Scheme field, enter a grading scheme title, and select from the drop-down list.

     5. If the question is optional, deselect the Req* checkbox.

     6. If the question is critical, select the Critical checkbox.

     

   • To modify a procedure-specific question, complete any of the following:

     • Select or deselect the Req* checkbox.

     • Select or deselect the Critical checkbox.

     • In the Question field, modify the question.

     • In the Grading Scheme field, enter a new grading scheme title, and select it from the drop-down list.

   • To remove a procedure-specific question, clicktap the X icon.

7. (Optional) To view the form, clicktap Preview.

8. Click Tap Save.

9. When prompted with the Activate the form window, clicktap Yes to activate the form.

10. (Optional) If necessary, print the form.