Scattered assessment information
Notes, forms, files, and recommendations may be stored in different places.
Assistive technology assessment software
Bring your entire AT assessment process into one organized workspace.
evalKeeper helps assistive technology professionals manage assessments, document functional needs, track device trials, organize recommendations, create reports, and coordinate follow-up without relying on disconnected forms, files, and spreadsheets.
Follow-up organized
Reminders and tasks stay visible
Report ready
Findings organized for review
- Built specifically for AT workflows
- Cloud-based and securely accessible
- Designed for individuals and teams
A clearer way to work
AT evaluations involve more than completing a form.
The evaluation process may include referral details, functional needs, observations, environments, device options, trials, team input, recommendations, implementation steps, funding documentation, and ongoing follow-up.
When those details are spread across paper forms, documents, spreadsheets, email, and separate systems, it becomes harder to maintain a complete and defensible record.
Trial evidence is difficult to compare
Session notes and outcomes can be difficult to review as one continuous record.
Reports require repetitive work
Information already collected may need to be retyped or reorganized for the final report.
Follow-up can become disconnected
Tasks, implementation details, and next steps may be separated from the original evaluation.
What evalKeeper helps you do
Strengthen the process from referral through follow-up.
evalKeeper brings the major parts of an assistive technology evaluation into one structured environment, helping professionals spend less time managing disconnected information.
Build structured AT assessments
Organize functional needs, environments, observations, goals, device considerations, and recommendations using repeatable assessment workflows.
Track device trials and outcomes
Document trial sessions, notes, photos, timelines, measurable scoring, and outcomes to support clearer technology decisions.
Create clearer evaluation reports
Reuse assessment information and select the details needed for organized reports without rebuilding the same documentation from the beginning.
Keep follow-up work visible
Connect reminders, tasks, due dates, and notes to the individual so important next steps remain easy to find.
Collaborate with defined access
Support internal teams and external collaborators while controlling who can view, or edit different parts of the assessment.
Protect sensitive information
Use role-based permissions, multi-factor authentication, audit visibility, and security controls designed for professional environments.
A connected workflow
Move through each stage without losing the story.
Keep the assessment, evidence, recommendations, and implementation work connected to the same individual.
Start with the referral
Collect intake information and organize the individual's needs, environments, goals, and reason for the evaluation.
Complete the assessment
Use structured fields, reusable templates, notes, observations, and supporting documentation.
Document trials and decisions
Compare devices, record trial sessions, review outcomes, and connect evidence to recommendations.
Report and follow through
Generate reports, organize implementation work, set reminders, and maintain a visible record of next steps.
Platform capabilities
Tools designed around assistive technology work.
evalKeeper is not a generic note-taking application. Its features are organized around the documentation, decision-making, collaboration, and follow-up involved in assistive technology services.
Start with a 30-day trial
Ready to explore evalKeeper? Contact us to request a 30-day trial account and experience the platform firsthand. No credit card is required to get started.
Assessment builder and reusable templates
Create structured assessments, reuse templates, define answer options, and reduce repetitive data entry across similar evaluation workflows.
Trial and success tracking
Record trial timelines, session notes, photos, scoring, and measurable outcomes to support stronger recommendations and reduce the risk of device abandonment.
Reports and supporting documentation
Select the assessment information that should appear in reports and organize findings, recommendations, trial data, and justification into clearer documentation.
Implementation planning
Turn your recommendations into a structured implementation plan. Link recommended devices directly from the assessment, define training and support strategies, assign action steps, document environments and success criteria, and track ongoing progress—all in one organized workflow.
Intake and referral forms
Build custom forms, publish secure submission links, receive notifications, and assign incoming referrals to the appropriate team member.
Assistive technology inventory
Track devices, availability, checkouts, return dates, and asset history while maintaining a shared inventory record for the organization.
Roles, permissions, and account security
Control access using defined roles and permissions while supporting multi-factor authentication and auditable account activity.
Funding and justification support
Bring together functional needs, device features, trial evidence, measurable outcomes, and supporting documentation for funding and justification work.
Assistive technology implementation planning
Carry AT recommendations forward into a plan your team can follow.
evalKeeper keeps implementation connected to the assessment by carrying recommended items forward into a structured plan. Define goals, expected outcomes, success criteria, environments, training, support strategies, action steps, review dates, and follow-up without rebuilding the recommendation in a separate document.
Track recommended item details, assign responsible parties and due dates, record progress notes and adjustments, and document baseline information and data collection as implementation continues.
Recommendations carried forward
Bring recommended devices, equipment, and related item details from the assessment into the implementation plan.
Goals, training, and support
Document implementation goals, expected outcomes, environments, training needs and methods, strategies, and support plans.
Action steps and review dates
Assign responsible parties, due dates, statuses, notes, and optional recommended-item links while keeping review dates visible.
Progress and follow-up
Record progress notes, observations, adjustments, baseline information, success criteria, and data collection details.
Assistive technology trial & success tracking
Keep the evidence from each AT trial together in one record.
Document assistive technology trials with the technology being evaluated, trial goals, environments, participants, assigned staff, start and end dates, and individual session activity. Each session can include the task, notes, assist level, observations, and photos.
Add scored assessment sessions with a session name, group, date, total score, and category-based numeric scoring so the evidence behind a recommendation remains organized and reviewable.
Structured trial records
Keep goals, environments, participants, assigned staff, dates, and technology details together for each trial.
Session-by-session documentation
Record dates, tasks, notes, assist levels, observations, and photos for individual trial sessions.
Scored assessment sessions
Document session names, groups, dates, total scores, and individual scoring categories.
Evidence behind recommendations
Keep observations, assist levels, photos, and scored outcomes connected to the trial that informs the AT recommendation.
Assistive technology funding & justification
Turn assessment evidence into organized funding documentation.
Build a funding packet from information already gathered during the assistive technology assessment, including functional needs, assessment findings, recommended technology and features, trial evidence, measurable outcomes, and supporting information.
Continue refining the packet, include implementation and follow-up details, export the information to an editable Word document, or use the documented evidence to create an AI-assisted first draft of a funding justification letter that the AT professional reviews and refines.
Assessment evidence together
Bring functional needs, findings, recommended technology, trial evidence, outcomes, and supporting information into the funding packet.
Implementation and follow-up
Include training, implementation strategies, support plans, review dates, expected outcomes, success criteria, and progress information.
Editable Word export
Export funding packet information into an editable Word document for review, revision, and use in the funding process.
AI-assisted letter drafting
Use funding packet evidence and a custom prompt to create a first draft that the AT professional remains responsible for reviewing and refining.
Assistive technology intake & referral forms
Build, publish, and manage custom AT intake and referral forms.
Create custom forms using text boxes, text areas, checkboxes, radio button options, phone number fields, standalone labels, and required-field validation. Add a custom header, subheader, and optional logo, then arrange the fields for the intake or referral workflow your organization uses.
Publish a shareable direct link, collect submitted responses, claim or assign each response to a team member, and optionally notify one or more email addresses whenever a new submission arrives.
Custom form designer
Build intake and referral forms with supported field types, required fields, custom headings, and optional branding.
Shareable published links
Publish a form to create a direct link that can be placed on a website or sent directly to the person completing it.
Response assignment
Keep submissions tied to the form and assign or claim responses so responsibility for follow-up is clear.
New-response notifications
Configure one or more email addresses to receive a notification when a new form response is submitted.
Assistive technology workspace collaboration
Bring multidisciplinary AT contributors into one shared assessment.
Invite members from within the same account or outside collaborators who are not part of the organization. Collaboration happens at the assessment level, while section-level permissions determine whether each collaborator can view or edit individual parts of that assessment.
The assessment owner controls invitations and permissions, allowing an ATP, teacher, SLP, OT, supervisor, or other contributor to work from the same assessment without automatically receiving edit access everywhere.
Internal and outside collaborators
Invite members within the account as well as contributors who are outside the organization.
Assessment-level sharing
The assessment owner decides who should be invited to each individual assistive technology assessment.
Section-level View or Edit
Assign view-only or edit access by assessment section so collaborators can contribute where appropriate.
One shared assessment
Keep multidisciplinary input in the same assessment instead of exchanging separate copies and disconnected documents.
Assistive technology lending library
Manage AT inventory, lending, due dates, and reporting in the same platform.
evalKeeper includes a lending library workspace for organizations that manage assistive technology devices and other shared equipment. Keep item records, models, manufacturers, vendors, categories, locations, rooms, departments, conditions, statuses, and lending users organized without relying on separate inventory spreadsheets.
Track active checkouts and return dates, review upcoming and overdue items on a responsive calendar, maintain item notes, maintenance records, and history, import inventory from CSV, and create configurable Library reports that can be saved and scheduled for email delivery.
Centralized inventory
Organize item details and the reference data used to classify, locate, and manage shared equipment.
Checkout and due-date visibility
See what is out, who or where it is assigned to, when it is due, and what needs follow-up.
Custom and scheduled reports
Choose columns, filters, sorting, grouping, and summaries, then save reports or schedule PDF delivery by email.
Operational oversight
Use the Library overview, calendar, search, filters, history, and maintenance information to keep lending activity visible.
Flexible AT assessment workflows
Keep the assessment approach you trust. Improve how the work is managed.
Whether your assistive technology assessment process is influenced by WATI resources , the SETT Framework , or a workflow developed by your own organization, evalKeeper provides a flexible digital workspace for organizing the information behind the assessment.
Build reusable assessment templates, document functional needs and environments, connect device trials to recommendations, and carry assessment information into reports, implementation, and follow-up.
Request a 30-day trial
Support SETT-based assessment documentation
Adapt WATI-informed questions and categories into focused templates
Connect device trials and evidence to recommendations
Carry assessment information into reports and follow-up
Who evalKeeper supports
Built for professionals involved in AT evaluation and implementation.
AT specialists and consultants
Organize evaluations, recommendations, trials, and follow-up across a varied caseload.
Schools and education teams
Coordinate assessment, participation, device consideration, implementation, and team input.
Therapists and clinical teams
Document functional needs, observations, trials, recommendations, and measurable outcomes.
Agencies and organizations
Support consistent workflows, defined roles, shared resources, oversight, and team collaboration.
What users have shared
Designed to make complex evaluation work easier to manage.
“This platform has streamlined my assessments significantly. I'm able to focus more on the individuals' needs.”
“Through evalKeeper, we've gained clearer insight into individual needs, leading to stronger, more successful technology solutions.”
evalKeeper plan options
Choose the feature set that fits your AT workflow.
evalKeeper plans support different levels of assessment, documentation, collaboration, and operational needs. Compare the included capabilities below without changing the workflow you already use.
Essential tools
Community
Core assessment, reporting, implementation, and account-management tools for structured AT work.
Included features
- Assessment Builder
- Generate Reports
- User & Access Management
- Multi-factor Authentication
- Encryption at Rest & in Transit
- Role-Based Permissions
- Implementation Planning
Most popular
Expanded workflows
Professional
Adds structured device-trial and outcome tracking for teams that need stronger evidence around AT recommendations.
Everything in Community, plus
- Trial & Success Tracking
- All Community assessment, reporting, security, and implementation tools
Advanced documentation
Corporate
Adds AI-assisted workflows and funding documentation capabilities for more advanced assessment and justification needs.
Everything in Professional, plus
- AI Assistant
- Funding & Justification Letters
- All Professional trial and assessment workflow capabilities
Complete workspace
Enterprise
Extends evalKeeper into a broader organizational workspace with library, intake, and collaboration capabilities.
Everything in Corporate, plus
- Inventory Library
- Intake Forms Management
- Workspace Collaboration
- The complete evalKeeper assessment and workflow toolset
Plan pricing is available inside evalKeeper after account access is established. If you need help choosing a plan, contact the evalKeeper team.
Frequently asked questions
Questions about evalKeeper
Learn more about who the platform supports, what it helps manage, and how to discuss access for yourself or your organization.
evalKeeper is assistive technology evaluation software that helps professionals organize assessment information, document functional needs, track device trials, manage recommendations, generate reports, and coordinate implementation and follow-up.
evalKeeper is designed for assistive technology professionals, occupational therapists, speech-language pathologists, educators, consultants, and organizations that conduct AT evaluations or coordinate assistive technology services.
Yes. Trial information can include timelines, session notes, photos, scoring, outcomes, and other evidence used to compare technology options and support recommendations.
Yes. evalKeeper helps professionals organize assessment findings and select the information that should appear in clear, professional reports. Report content can be based on the documentation already collected during the evaluation process.
Yes. evalKeeper is designed to support flexible assistive technology assessment workflows. You can create reusable assessment templates based on the SETT Framework, WATI-based processes, or an assessment approach developed by your own organization. evalKeeper helps you organize assessment information, document device trials, connect evidence to recommendations, create reports, and manage implementation and follow-up without requiring you to abandon the assessment process you already use. Learn more about using the SETT Framework with evalKeeper and using WATI-informed assessment workflows with evalKeeper.
Contact the evalKeeper team to discuss your workflow and access options. Account and pricing information is provided within the application after the appropriate access has been arranged.
Yes. Organizations can use defined roles and permissions to support members, administrators, billing users, and other collaborators while controlling access to appropriate features and information.
Use the contact page or email support@nexidom.com. Include a brief description of your role, organization, and current AT evaluation workflow so the conversation can be tailored to your needs.
Ready to take another look at how your AT evaluations are managed?
Tell us a little about your assistive technology assessment needs and your interest in evalKeeper. Contact us to request a 30-day trial account and explore the platform firsthand.