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If no identifying information is provided, the result is recorded as anonymous.",[600,681,683],{"id":682},"how-patient-matching-works","How patient matching works",[592,685,686],{},"When someone submits an evaluation through a public intake and provides identifying information — typically first name, last name, and date of birth — EVAL checks whether a matching patient record already exists in your account. If a match is found, the result is attached to the existing patient. If no match is found, a new patient record is created and added to the panel.",[592,688,689],{},"If the respondent doesn't provide identifying information (for example, the evaluation only collects clinical data without asking for a name), the result is recorded as anonymous. Anonymous results appear in your panel's Results tab but aren't linked to a patient record.",[634,691,693],{"id":692},"creating-a-patient-from-an-intake","Creating a patient from an intake",[592,695,696,697,702],{},"When no match is found and you choose to create a new patient from the intake, the new patient form opens pre-filled with the identity fields the intake captured — first name, last name, middle name, date of birth, gender, phone and email entries, and any mailing addresses the respondent provided. Review the fields, adjust anything that needs correction, and save. Insurance details captured on the intake are added to the new patient's ",[698,699,701],"a",{"href":700},"../patients/patient-identity-tab#insurance","Insurance"," records as a coverage entry on creation.",[592,704,705],{},"When you attach the intake to an existing patient instead, the demographic fields on the patient's chart are not overwritten — existing data wins. Insurance details from the intake are still added as a new coverage entry on the existing patient, so nothing you've already recorded is lost.",[707,708,709],"note",{},"The specific fields used for patient matching depend on which questions your evaluation includes. If your intake evaluation asks for name and date of birth, those are used for matching. Design your intake evaluation with identifying questions if you want automatic patient matching.",[600,711,713],{"id":712},"deleting-an-intake","Deleting an intake",[592,715,716],{},"To delete an intake, open the Public Intakes dialog from the overflow menu and delete the intake you no longer need. When you delete an intake:",[718,719,720,728,735],"ul",{},[721,722,723,724,727],"li",{},"The public link and QR code ",[618,725,726],{},"immediately stop working"," — anyone who tries to access them will see an error.",[721,729,730,731,734],{},"Results that were already submitted through the intake are ",[618,732,733],{},"not affected"," — they remain in your panel.",[721,736,737],{},"There is no way to deactivate an intake without deleting it. If you want to temporarily stop collecting responses, you'll need to delete the intake and create a new one later.",[739,740,741],"warning",{},"If you've printed QR codes or distributed links for an intake, deleting it will break those links with no way to restore them. Consider whether you'll need the link again before deleting.",[600,743,745],{"id":744},"redirect-after-completion","Redirect after completion",[592,747,748,749,752],{},"You can optionally set a ",[618,750,751],{},"Back to Website URL"," so that after the patient submits their evaluation, they're redirected to a specific page — your clinic's website, a thank-you page, or a next-steps resource. Configure this in the intake settings.",[592,754,755],{},"If no redirect URL is set, the patient sees a default confirmation message after submitting.",{"title":757,"searchDepth":758,"depth":758,"links":759},"",2,[760,761,762,769,770,773,774],{"id":602,"depth":758,"text":603},{"id":612,"depth":758,"text":613},{"id":628,"depth":758,"text":629,"children":763},[764,766,767,768],{"id":636,"depth":765,"text":637},3,{"id":643,"depth":765,"text":644},{"id":654,"depth":765,"text":655},{"id":661,"depth":765,"text":662},{"id":668,"depth":758,"text":669},{"id":682,"depth":758,"text":683,"children":771},[772],{"id":692,"depth":765,"text":693},{"id":712,"depth":758,"text":713},{"id":744,"depth":758,"text":745},"Create shareable links, QR codes, and embeddable forms to collect patient assessments without requiring a login.","md",null,{"icon":779},"i-mdi-link-variant",true,{"title":208,"description":775},"dqwewg_oHfDDiWHzQIKBUfwy1s_A_Gp_iN0NqmqG8Ts",[784,786],{"title":204,"path":205,"stem":206,"description":785,"children":-1},"Manage who can configure and view your care panel by assigning Owner and User roles to team members.",{"title":212,"path":213,"stem":214,"description":787,"children":-1},"Get email alerts when patient results match your criteria, so you never miss an urgent outcome.",1776705251879]