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You can always archive individual schedules when a patient completes their program.",[592,679,635,680],{},[628,681,192],{"href":682},"./scheduling-assessments",[611,684,686],{"id":685},"set-up-notifications","Set up notifications",[592,688,689],{},"Create notification rules so your team doesn't have to manually check the panel throughout the day. At minimum, set up a rule that emails your team lead whenever a Critical or Urgent result with New status arrives. You can add more granular rules — for example, notifying a specific physician when results are assigned to their review stage.",[592,691,635,692],{},[628,693,212],{"href":694},"./notifications-and-alerts",[611,696,698],{"id":697},"daily-triage-workflow","Daily triage workflow",[592,700,701,702,706,707,711],{},"Create ",[628,703,705],{"href":704},"./creating-and-configuring#assignments","assignments"," that match your clinical process — Nurse Triage, Physician Review, and Resolved, for example. Then create ",[628,708,710],{"href":709},"./filters-and-export","saved filters"," for each stage so team members can jump directly to their queue.",[592,713,714],{},"Your daily routine becomes: open the panel, click your saved filter, review and triage your results, and move them to the next stage.",[592,716,635,717],{},[628,718,196],{"href":709},[720,721],"hr",{},[603,723,725],{"id":724},"research-cohort","Research cohort",[592,727,728],{},"This workflow is for a research team managing a study with enrolled participants, a defined assessment protocol, and data export needs.",[611,730,732],{"id":731},"create-a-private-panel","Create a private panel",[592,734,735,736,738,739,742,743,747],{},"Go to Care Panels and click ",[619,737,621],{},". Name it after your study (e.g., \"Anxiety Intervention Study — Spring 2026\") and set visibility to ",[619,740,741],{},"Private"," to restrict access to your research team. Add your research coordinators as ",[628,744,746],{"href":745},"./panel-roles-and-permissions#panel-roles","Owners"," so they can manage the panel.",[592,749,635,750],{},[628,751,180],{"href":638},[611,753,755],{"id":754},"enroll-participants","Enroll participants",[592,757,758,759,761],{},"Instead of manually adding each participant, create a ",[628,760,657],{"href":656}," linked to your study's intake form or baseline assessment. Share the link with potential participants — via email recruitment, your study website, or printed flyers with a QR code.",[592,763,764],{},"When participants complete the intake, they're automatically added to the panel as patients. Their baseline data is captured as the first result in the panel.",[592,766,635,767],{},[628,768,208],{"href":656},[611,770,772],{"id":771},"assessment-protocol","Assessment protocol",[592,774,775,776,779],{},"For each enrolled participant, set up a recurring schedule that matches your study protocol. If your study requires weekly assessments for 12 weeks, configure the schedule with a weekly repeat and set the end condition to ",[619,777,778],{},"After 12 results",".",[592,781,782],{},"Use the patient instructions field to give participants context for each assessment — for example, \"Please rate your symptoms over the past 7 days.\"",[592,784,635,785],{},[628,786,192],{"href":682},[611,788,790],{"id":789},"track-completion","Track completion",[592,792,793,794,797,798,801],{},"Use the Schedule tab to monitor adherence. The ",[619,795,796],{},"Received"," column shows how many assessments each participant has completed versus how many are expected. The ",[619,799,800],{},"Scheduled"," summary card at the top tells you how many active schedules are running. If a participant misses an assessment window, you can use the skip option to advance their schedule without waiting indefinitely.",[651,803,804],{},"Create a saved filter to show only results with New status from the past week. This gives you a quick weekly view of who has submitted and who hasn't — helping you identify participants who may need a reminder.",[611,806,808],{"id":807},"export-for-analysis","Export for analysis",[592,810,811,812,815,816,819],{},"When you're ready to analyze your results, apply any relevant ",[628,813,814],{"href":709},"filters"," and click ",[619,817,818],{},"Export",". You'll get an Excel file with one worksheet per evaluation, including all question responses and computed scores.",[592,821,822],{},"If you need to export regularly — for interim analyses or DSMB reports — create a saved filter with the exact criteria you need, apply it before each export, and you'll get a consistent dataset every time.",[592,824,635,825],{},[628,826,196],{"href":709},[720,828],{},[603,830,832],{"id":831},"waiting-room-screening","Waiting room screening",[592,834,835],{},"This workflow is for a clinic that wants to collect patient-reported assessments during check-in — without manually creating accounts or sending invitations.",[611,837,839],{"id":838},"create-a-panel-with-a-public-intake","Create a panel with a public intake",[592,841,735,842,844,845,847],{},[619,843,621],{},". Name it after your screening program (e.g., \"Waiting Room PHQ-9\") and set visibility to ",[619,846,625],{},". Set the PHQ-9 (or your screening evaluation) as the default evaluation.",[592,849,850,851,854],{},"Then open the overflow menu and select ",[619,852,853],{},"Public Intakes",". Create a new intake linked to your screening evaluation. Copy the QR code — you'll print this for your waiting area.",[592,856,635,857],{},[628,858,208],{"href":656},[611,860,862],{"id":861},"set-up-the-physical-workflow","Set up the physical workflow",[592,864,865],{},"Print the QR code on a card, poster, or check-in sheet. When a patient arrives, they scan the code with their phone, complete the screening, and submit. The result lands in your panel immediately — no login or account creation needed. If the evaluation includes name and date of birth questions, EVAL matches the result to an existing patient record or creates a new one.",[611,867,869],{"id":868},"triage-incoming-results","Triage incoming results",[592,871,872,873,876],{},"As patients complete screenings throughout the day, results appear in real time. Set up a ",[628,874,875],{"href":694},"notification rule"," to email your triage nurse whenever a Critical or Urgent result arrives with New status. The nurse can triage between patients, clicking the Urgent summary card to see only the results that need immediate attention.",[592,878,635,879],{},[628,880,184],{"href":881},"./tracking-results",[611,883,885],{"id":884},"end-of-day-review","End-of-day review",[592,887,888],{},"At the end of each day, apply a saved filter showing all results from today with New status. Review any remaining results, update statuses, and export the day's data if needed for compliance reporting.",[592,890,635,891],{},[628,892,196],{"href":709},{"title":894,"searchDepth":895,"depth":895,"links":896},"",2,[897,905,912],{"id":605,"depth":895,"text":606,"children":898},[899,901,902,903,904],{"id":613,"depth":900,"text":614},3,{"id":641,"depth":900,"text":642},{"id":666,"depth":900,"text":667},{"id":685,"depth":900,"text":686},{"id":697,"depth":900,"text":698},{"id":724,"depth":895,"text":725,"children":906},[907,908,909,910,911],{"id":731,"depth":900,"text":732},{"id":754,"depth":900,"text":755},{"id":771,"depth":900,"text":772},{"id":789,"depth":900,"text":790},{"id":807,"depth":900,"text":808},{"id":831,"depth":895,"text":832,"children":913},[914,915,916,917],{"id":838,"depth":900,"text":839},{"id":861,"depth":900,"text":862},{"id":868,"depth":900,"text":869},{"id":884,"depth":900,"text":885},"Step-by-step guides for setting up Care Panels for clinical programs and research studies.","md",null,{"icon":922},"i-mdi-map-outline",true,{"title":216,"description":918},"letKiNf1xyfvC5thCR7iBjcG0Of2XXcRl3pDwJc4zy0",[927,929],{"title":212,"path":213,"stem":214,"description":928,"children":-1},"Get email alerts when patient results match your criteria, so you never miss an urgent outcome.",{"title":220,"path":221,"stem":222,"description":930,"children":-1},"View and manage every patient in your organization from a single page, with search, filtering, and quick access to patient charts.",1776705237752]