Creating competency evaluations

After a student provider completes a procedure, one or more faculty members must complete a competency evaluation to record an assessment of their work. A competency evaluation is a formal assessment that directly relates to required coursework and a specific appointment.

If necessary, a competency evaluation can be created by a student provider or a faculty member without an appointment.

To create a competency evaluation

1. On the Faculty Evaluations page or Student Evaluations page, clicktap Create New Evaluation and select Competency to display the Request Competency Evaluation window.

   

2. Set the following fields as necessary:

   • Student - Enter a student provider that will be assigned to the evaluation.

     Note: This field is disabled if you open the window from the Student Evaluations page.

   • 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 and its set student provider, procedure(s), and the evaluation form will be applied to the new evaluation.

   • Procedure - Enter a procedure that requires evaluation and select from the generated list. To add multiple, repeat this step as necessary.

   • Evaluator - Enter a faculty provider that will be assigned to the evaluation. 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.

     

3. ClickTap Create.

   The evaluation displays on the page.