How to Request an Assessment

From the case page, you can request an evaluation from an attending physician — choosing the assessment type, scope, and optionally adding a personal comment. The attending receives an email notification and can provide feedback directly in Theator.

Watch: How to Request an Assessment

Step-by-Step Instructions

Step 1 — Open the Evaluations Panel

From the case page, look at the right-hand panel and click Evaluations under the Interactions section.

The Coaching panel will open, showing any existing evaluation requests for this case.

Step 2 — Start a New Request

Click the + button (bottom-right of the panel), or click the ⋯ actions menu on an existing request and select Ask for evaluation.

The evaluation request form will appear with fields for attending, assessment type, scope, and an optional comment.

Step 3 — Select Your Attending

Use the Select your attending dropdown to choose the physician you want to request feedback from. The list shows attendings associated with your institution.

Step 4 — Choose the Assessment Type

Use the Select Assessment dropdown to choose the evaluation framework. The description below the dropdown explains what the selected assessment measures (e.g., Global Operative Assessment of Laparoscopic Skills).

Step 5 — Select the Assessment Scope

Choose what portion of the case you want evaluated:

Step 6 — Add a Comment (Optional)

Use the Add a comment field to provide context for the attending — for example, a specific moment you'd like feedback on, or a technique you want assessed.

Step 7 — Submit the Request

Click Submit. The request is sent and the attending receives an email notification with a link to view the case and submit their evaluation.

Related Articles

• Theator for GME — Overview of coaching and feedback features for trainees
• How to Create a Video Clip — Create a clip to attach to a specific evaluation request
• How can I share a case with other users? — Share cases with colleagues inside your organization