Once your evaluation is open, providers respond directly on the platform. Here’s how to review those responses, select the providers you’d like to work with, and close out the evaluation when you’re done.
How do I view responses?
- Navigate to your Evaluations dashboard and click on the evaluation you want to manage.
- Open the Responses tab. Every invited provider is listed with their status: Available, Unavailable, or No Response.
- Click View Response to read the message a provider included with their response.
How do I select a provider?
- Under the provider you’d like to work with, click Select Provider. This button is only enabled for providers marked Available and while the evaluation is Open.
- (Optional) Add a note to provide context or instructions.
The selected provider receives an email that includes your contact information and your note. You can select multiple providers—the evaluation stays open until you close it. If you change your mind, click Remove Selection.
How do I invite more providers?
Click Add Providers to notify additional providers who weren’t included initially.
How do I remind providers who haven’t responded?
Click Send Reminder to nudge providers who haven’t responded yet. You can send up to 5 manual reminders per evaluation. Providers also receive automatic reminders 30, 14, and 7 days before the Annual Evaluation Due Date.
How do I close an evaluation?
When you’ve selected the providers you need, click Close Evaluation. Interested providers who weren’t selected are notified so they know the opportunity has closed. If you close an evaluation without selecting any providers, you’ll be asked to confirm first.
What if I need to edit or cancel the evaluation?
- To make changes, click Edit. Invited providers are re-notified with an [UPDATED] email so they can review the new details.
- To cancel, open the evaluation’s Settings tab and click Cancel Evaluation. This is irreversible—the evaluation stops accepting responses and providers can no longer view it.
Tips for managing evaluations
- Respond to provider messages promptly to keep the process moving.
- Use the optional note field when selecting a provider to share scheduling details or next steps.
- Close evaluations once you’ve secured coverage so providers know the opportunity is no longer active.