# How to set up Joint Evaluation

The ***Joint Evaluation Option*** enables grouping questions for [OEQS scoring](/doc/oeqs-scoring-page-25NfRaNDcH) in the [Case Manager](/doc/case-manager-QdAIr4bLwJ). With this feature, questions can be linked in the [Case editor](/doc/case-content-NaCHuJ1Rn3) so that they can be **graded together** using a **single grading questionnaire** in OEQS.


:::info
A **joint‑evaluation item** always relies on a **main item** that **uses a questionnaire scoring method**.

**One or more joint‑evaluation items** can be linked to a main item simultaneously.

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:::success
The Joint evaluation option is available for[ text](/doc/text-PjSbuSmn61) and [structured text items](/doc/structured-text-Ut7O0LkBNp) in the **__Pre-encounter and Post-encounter__** parts of a case.  
**NOTE***:* Only questions **within the same** [**case part** ](/doc/checklists-case-parts-MEst6SU79S)and **section** can be linked.

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* Select the Joint Evaluation option in the Scoring method drop-down. 

 ![Scoring method drop-down - Joint Evaluation option](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/e1ec02e1-b59f-4a43-a0b9-8d877cf3030e/Joint%20eval_Scoring%20dropd_CUT.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=ac3bae4b9d807b88d5ae5d18f98b63f55ca104b4108875cc62fbfb4f9d2d26c4&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =556x299")

* The ‘***Select question to joint’*** dropdown lists only questions with a special section questionnaire assigned to them.

 ![Select question to joint dropdown](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/72e931d1-be16-4d87-af54-7680902e17e3/SELECT%20QUESTION%20TO%20JOINT.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=c1d22ac9326fdd49f6fb4c0ff937e186104787e8552690660b607b379a00429e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =599x261")


:::warning
IMPORTANT: A joint item can only select a main question from within **the same section**; the main question must be located in the same section as the joint item. 

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:::info
If no question is selected here, the Scoring panel of the OEQS Scoring page will display *“No linked question defined”.*

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/111f3eac-4369-4a70-9b37-98e165106f99/Screenshot%202026-04-16%20115042.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=ce50b26d1bb1cd1bc9e32a1cb644d359cfdab98470c48d502b48768e5de17e0e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =266x90")


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* Questions linked to the item with the special section grading questionnaire are considered *“Not Scored”* from a score calculation and reporting perspective.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/1b16dba5-30c8-4d5a-a0ab-78d5179921ce/joint%20evaluation_info%20bubble.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=86a4940ee0c3d5d1b59f1d1cff07811eb67433b22803b6e67bf8b313349c4ad0&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =556x236")


:::success
[**How to use Joint Evaluation**](https://kb.learningspace.elevatehealth.net/s/2ebef32a-04e9-456d-a260-8d8fd2fcb104)**.**

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:::tip
**REUSE / COPY**

* [**Section reuse/**](/doc/how-to-reuse-sections-WkdqnNiBLf)**copy:** 
  * **If sections** with joint evaluation groups are **reused** within case parts that allow joint evaluation, the ***main-joint question relation*** remains.
  * **If sections** with joint evaluation groups are **reused** within case parts that **do not allow** joint evaluation, the ***joint question*** will be set as **not scored.**
* [**Question reuse/**](https://kb.learningspace.elevatehealth.net/doc/how-to-reuse-items-eYanyTEung)**copy:** If only a joint evaluation [question is reused](/doc/how-to-reuse-items-eYanyTEung) (copied), it will be set to **not-scored** by default (which can be manually modified if necessary). 
* **Case copy:** After a [case copy](/doc/how-to-copy-a-case-ZsgcaLzYSe), the joint evaluation connections **are kept.**

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:::warning
IMPORTANT: [Reports](/doc/reports-yT6NMamcos) will display scores for the scored item and no scores for the linked items (***joint questions***).  
*Responses tab, Case Item Analysis, Individual Checklist Report, and Comments Report* will continue to refer to joint questions as “Not Scored. “

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:::info
Joint evaluation is available even if the [OEQS AI Assistant](/doc/oeqs-ai-assistant-O0ye9YpFeG) is not active in a LearningSpace instance.

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:::tip
For further information, visit our [Case Manager](/doc/case-manager-QdAIr4bLwJ) and [Cases - How to](/doc/cases-how-to-S8rL7UJ2ib) pages or watch our [Case Manager Training Videos](/doc/case-manager-training-videos-r2kVtDydfr).

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