How can I leave a performance review?

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“Favorites” have been replaced by A-Team in the Salt Lake City, and Provo markets.

This guide does not apply to you if you’re in these markets, as you will no longer be able to “Favorite” or give star ratings to professionals. Instead, you will grant Priority access by adding professionals to your A-Team. Learn more about A-Team here.

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Whether you had a positive or negative experience, we encourage you to rate every worker after they have completed a shift at your facility. You can also follow this process to make changes to an existing rating.

Note: To report a safety incident, please see our guide on how to report a safety incident instead.

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Update: Facilities can now rate a worker's performance through the new Worker's page on mobile and desktop. Click an option below to learn more.

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How to leave a rating

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Instructions for mobile app

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Rating from the Workers page

1. Open the Clipboard Facility app on your phone (Must have Admin or Shift Management role to leave a rating)
2. Tap the Workers tab from the bottom menu-bar
   
   
3. Select Rate Performance from the worker's shift card (tap your existing rating to update it)
   
   
4. Complete the review card and submit your rating
   • A 4-5 start rating will add a professional to your facility's Favorites list.
   • A 1-star review will give you the option to block a worker from future shifts at your facility.
     

Rating from the calendar view (Shifts page)

1. Open the Clipboard Facility app on your phone (Must have Admin or Shift Management role to leave a rating)
2. Tap the Shifts tab from the bottom menu-bar to open your calendar
   
   
   
   
3. Select a date and worker type (CNA, RN, etc) from the top of your calendar
   
   
4. Select the worker's shift card below your calendar
   
   
   
   
5. Tap Add review to complete a review card and submit your rating (You'll see an option to "View review" if you already left a rating)
   
   
   
   

Rating from the Chat window

1. Open the Clipboard Facility app on your phone (Must have Admin or Shift Management role to leave a rating)
2. Tap Chat from the bottom menu-bar
   
   
3. Select the worker you wish to review
4. Tap "How would you rate their performance?" (You'll see "View or update shift review" if you already left a rating).
   
   
5. Fill out the review and click Submit.
   • A 4-5 star rating will add a professional to your facility's Favorites list.
   • A 1-star review will give you the option to block a worker from future shifts at your facility.

Click here to learn more about the Chat feature.

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Instructions for desktop

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Rating from the Professionals page

1. Open the Clipboard Health portal (Must have Admin or Shift Management role to leave a rating).
2. Select the Professionals > Favorites + Booked page in the menu bar.
   
   
   
   
3. Click Rate performance in the shift history view or the professional's profile.
   
   
   
4. Fill out the review and click Submit.
   • A 4-5 start rating will add a professional to your facility's Favorites list.
   • A 1-star review will give you the option to block a worker from future shifts at your facility.

Rating from the calendar view (Shifts page)

1. Open the Clipboard Health portal (Must have Admin or Shift Management role to leave a rating).
2. Click on the professional's shift date in the calendar.
3. To the right of the calendar, click the shift block to expand the shift card.
   
   
   
   
4. Select the professional's name and then the "Rate performance" option.
   
5. Fill out the review and click Submit.
   • A 4-5 start rating will add a professional to your facility's Favorites list.
   • A 1-star review will give you the option to block a worker from future shifts at your facility.

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Please note the following:

• Leaving a 4-5 start rating will add a professional to your facility's Favorites list.
• Leaving a 1-star review will give you the option to block a worker from future shifts at your facility.