Guides

Overview

Reference guide for locating, managing, and interacting with EVAL evaluations.

Evaluation Reference Guide

This reference covers everything you need to work with EVAL evaluations outside of the Builder — finding evaluations, understanding menu options, managing revisions, downloading results, and controlling permissions.

In This Section

Intro to Evaluations

Learn how EVAL evaluations work, how to find them in Explore and Library, and the difference between the Player and Builder interfaces.

Menu Options

Explore the full set of actions available from the evaluation menu, including Play, Builder, Revisions, About, Clone, and Report Content.

Revisions

Understand how evaluation versioning works, how to navigate revision history, and how to deprecate or restore previous versions.

Learn More

Add clinical context, supporting literature, attribution, and searchable tags to your evaluation using the Learn More feature.

Download Results

Download evaluation results as PDF or copy them as text after completing an evaluation in Player mode.

Security in Emailing Results

Best practices for securely transmitting patient evaluation results via email in compliance with HIPAA.

Permissions

Manage evaluation visibility settings and invite collaborators with use, edit, or ownership access.

Design

Design for complexity, usability, and peer review in your clinical evaluations.

Intro to Evaluations

Learn how EVAL evaluations work and how to find them using Explore, Library, and Charts.