Create An Evaluation

Last updated: January 28, 2026

How to create an Evaluation? 

To create an Evaluation, ensure you are signed in to Ambiki and on the main dashboard: 


  1. On the left navigation, click on Patients





Clicking on patients.

 







2. Select the patient that you would like to create the evaluation for by clicking on their name


 

Selecting a patient

 
 






3. Towards the left side of the page, click on Evaluations


 
Link to evaluations.








4. On the top right-hand corner, click on Add an evaluation or Add an external Evaluation.
 


 
Add an eval or external eval.
  
 
 




 5. Fill in all the details of the evaluation as needed. Depending on your practice settings, you may see a green button in the top right-hand corner that allows you to change the evaluation template. 


 
Filling in an evaluation.
 
 





6. On the bottom right-hand corner click on Save evaluation


 
Saving an evaluation.