Evaluation Reference overview

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.

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

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

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

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

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

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

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