Evaluations

What it is

Create and manage client evaluations with custom fields

Workspace Owner Staff

| Status | active |

Dashboard > Evaluations

The Evaluations feature allows creating custom evaluation forms for sessions. It works as follows:

Evaluation Field Management: Workspace owners can create custom evaluation fields with different types:
- Select: Dropdown with predefined options
- Boolean: Yes/No or True/False questions
- Textarea: Long-form text responses
- Rating: Numeric rating with min/max values
Field Configuration: Each field can have:
- Label and description
- Placeholder text and helper text
- Default value
- Required/optional status
- Order/position in the form
- Status (active/archived)
Session Evaluation Tab: When viewing a session, staff can:
- Fill out evaluation fields for that session
- See previously saved evaluation values
- Save evaluation responses
- Generate a shareable evaluation link for clients to fill out independently
Evaluation Values: Each evaluation response stores:
- Field ID and key
- The actual value (can be string, boolean, number, or array)
- Normalized value for consistent storage
- Timestamp of when it was answered
Sharing: Staff can generate a secure token-based link that allows clients to fill out evaluations without logging in.

The evaluation data is stored per session and can be used for tracking client progress, generating reports, and analyzing outcomes over time.

Field Types: Select, Boolean, Textarea, Rating
Field Status: Active (visible) or Archived (hidden)
Field Ordering: Fields can be reordered to control display sequence
Required Fields: Fields can be marked as required
Field Metadata: Custom options for select fields, min/max values for rating fields
Evaluation Link Expiration: Share links can be generated with optional expiration

Workspace Owner: Full access to create, edit, archive, and delete evaluation fields
Staff Members: Can fill out evaluations for sessions they have access to, but cannot manage field definitions
Clients: Can fill out evaluations via shared links (no login required)

Client Progress Tracking: Track client progress across multiple sessions using consistent evaluation criteria
Outcome Measurement: Measure treatment outcomes using standardized evaluation forms
Client Feedback: Collect client feedback through shareable evaluation links
Custom Assessments: Create custom assessment forms tailored to specific service types or client needs
Data Analysis: Aggregate evaluation data to identify trends and patterns

Evaluation fields are workspace-scoped; each workspace has its own set of fields
Archived fields are hidden from active forms but their historical data is preserved
Evaluation values are stored per session; each session can have one set of evaluation responses
Share links use secure tokens and can be set to expire
Field definitions cannot be deleted if they have associated evaluation values (must be archived instead)
The evaluation tab is only available when viewing individual sessions, not from the session list