Trigger Assessment Forms to External Assessors in E.Flo MD

Trigger Assessment Forms to External Assessors in E.Flo MD

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External assessors are non-WSU faculty or inter-professional team members who students may work with through clinical experiences. Students attempting to have these external assessors complete Assessment Forms in E.Flo MD will need to follow the steps outlined below.

Choose the Assessor

  1. Select Start Assessment from your Dashboard.
  2. Select My Assessment Forms for the On-Demand Workflow.
  3. Type in the name or email address of the preceptor or inter-professional team member in the Select Assessor box.
E.Flo MD assessment dashboard highlighting the buttons for steps 1 through 3.
Tap to enlarge.

Add an Assessor

  1. If the assessor is not WSU faculty and hasn’t already been added, their name will not show up in the Select Assessor box. You can still send a form to them by selecting the green button labeled Add External Assessor.
  2. Fill in the External Assessor’s first and last name, email address, and role. Then click Add.
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Send Form to WSU Faculty Member for Review

  1. Your Assessment will need to be reviewed by a WSU faculty member. Select the Faculty Reviewer, select the course, and enter the Encounter date.
  2. Select the assessment method Email blank form and then, click Send Assessment under the form that you’re wanting to send.
    • Once you click Send Assessment, the form will be sent to the external Assessor first. Once the Assessor completes and submits the form, it will automatically be sent to the Faculty Assessor for sign off. 
Dashboard and steps to send an assessment for to an external assessor and then a faculty member.
Tap to enlarge.

Add Tips or Best Practices Section (?)

Are there any Best practices or tips that should be added?

Example: Should students keep track of when an Assessment form should be submitted? Is there a timeframe?

  • Set a reminder

    Set a reminder in your outlook calendar or E.Flo MD to check on whether the assessment has been approved and sent by the external assessor.

  • Timeframe

    Is there a time period that students need to allow for assessment forms?

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If you run into any difficulties or have questions, please reach out to medicine.assessment@wsu.edu.

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