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This is useful when your panel should focus on specific assessments — for example, a \"Depression Screening\" panel might set the PHQ-9 as its default evaluation, so only PHQ-9 results appear.",[592,664,665],{},"If you leave this empty, the Results tab shows all evaluation results for patients in the panel. You can always change default evaluations later from the panel settings.",[667,668,669],"note",{},"Default evaluations act as a persistent filter that stays active even when you click Clear in the filter drawer. If you're not seeing results you expect, check whether default evaluations are limiting your view.",[600,671,673],{"id":672},"editing-a-panel","Editing a panel",[592,675,676,677,680],{},"To edit a panel's name, visibility, or default evaluations, open the panel and click the overflow menu (three dots), then select ",[608,678,679],{},"Edit Panel",". Make your changes and save.",[592,682,683],{},"You can also access panel settings directly from the panel list by clicking the options icon on any panel card.",[667,685,686,687,691],{},"Only panel ",[648,688,690],{"href":689},"./panel-roles-and-permissions#panel-roles","Owners"," can edit panel settings. If you can't see the Edit Panel option, you may have User-level access. Ask an Owner to promote you or make the change for you.",[600,693,695],{"id":694},"assignments","Assignments",[592,697,698],{},"Assignments are labels that represent stages in your clinical workflow — a way to route results through your process. When a new result comes in, your team can assign it to a stage — like \"Nurse Review\" or \"Physician Sign-Off\" — so everyone knows where it stands and who should act on it next.",[613,700,702],{"id":701},"what-assignments-do","What assignments do",[592,704,705,706,710],{},"Each assignment is a named stage that you define. Results can be tagged with an assignment, and you can filter or search by assignment to see only the results at a specific stage. Assignments also work with ",[648,707,709],{"href":708},"./notifications-and-alerts","notifications",", so you can get an email when a result reaches a particular stage.",[613,712,714],{"id":713},"managing-assignments","Managing assignments",[592,716,717,718,720,721,724],{},"Open the overflow menu and select ",[608,719,695],{},". Click ",[608,722,723],{},"New Assignment"," to add a stage. You can create up to 100 assignments per panel. To edit or delete an existing assignment, use the options on each assignment row.",[613,726,728],{"id":727},"assigning-results","Assigning results",[592,730,731],{},"Once you've created your assignment stages, you can assign individual results from the patient chart. Open a result, select an assignment from the dropdown, and save. The assignment appears on the result row in the Results tab, and you can filter by assignment to see only results at a particular stage.",[592,733,734],{},"Assignments are optional — results don't need to have one. Many teams only assign results that require multi-step review. Simpler workflows might skip assignments entirely and rely on status alone (New → Complete).",[736,737,738],"warning",{},"Deleting an assignment removes it from all results that currently use it. Those results will no longer have an assignment tag.",[613,740,742],{"id":741},"triage-workflow-example","Triage workflow example",[592,744,745],{},"A behavioral health clinic sets up four assignments to route incoming PHQ-9 results:",[747,748,749,755,761,767],"ol",{},[631,750,751,754],{},[608,752,753],{},"Nurse Triage"," — Every new result starts here. A nurse reviews the score and decides next steps.",[631,756,757,760],{},[608,758,759],{},"PA/MD Review"," — Results flagged for clinical review move to this stage for a physician or PA to evaluate.",[631,762,763,766],{},[608,764,765],{},"Specialty Referral"," — Patients who need specialized care are routed here for referral coordination.",[631,768,769,772],{},[608,770,771],{},"Pharmacy Consult"," — Results indicating medication adjustments go to the pharmacy team.",[592,774,775,776,780,781,784],{},"The team uses ",[648,777,779],{"href":778},"./filters-and-export","saved filters"," to create a view for each stage, so each team member sees only the results waiting for them. A ",[648,782,783],{"href":708},"notification rule"," sends an email to the physicians whenever a result moves to PA/MD Review.",[600,786,788],{"id":787},"deleting-a-panel","Deleting a panel",[592,790,791,792,794,795,798],{},"To delete a panel, open the overflow menu and select ",[608,793,679],{},", then click ",[608,796,797],{},"Delete",". Deleting a panel is permanent.",[592,800,801],{},"When you delete a panel:",[628,803,804,807,810],{},[631,805,806],{},"The panel and all its configuration (filters, assignments, notifications, intakes) are removed",[631,808,809],{},"All saved filters and notification rules are deleted",[631,811,812],{},"Public intake links stop working",[592,814,815,816,819],{},"When you delete a panel, the following are ",[608,817,818],{},"not"," affected:",[628,821,822,825,828],{},[631,823,824],{},"Patient records remain in your account",[631,826,827],{},"Evaluation results already recorded are preserved in patient charts",[631,829,830],{},"Scheduled assessments continue unless you cancel them separately",[832,833,834],"caution",{},"Deleting a panel cannot be undone. Make sure you've exported any data you need before deleting.",[600,836,838],{"id":837},"panel-limits","Panel limits",[592,840,841],{},"Each panel supports up to 100 saved filters, 100 assignments, and 50 notification rules. These limits are per-panel, so your organization can have as many panels as needed.",{"title":843,"searchDepth":844,"depth":844,"links":845},"",2,[846,852,853,859,860],{"id":602,"depth":844,"text":603,"children":847},[848,850,851],{"id":615,"depth":849,"text":616},3,{"id":622,"depth":849,"text":623},{"id":658,"depth":849,"text":659},{"id":672,"depth":844,"text":673},{"id":694,"depth":844,"text":695,"children":854},[855,856,857,858],{"id":701,"depth":849,"text":702},{"id":713,"depth":849,"text":714},{"id":727,"depth":849,"text":728},{"id":741,"depth":849,"text":742},{"id":787,"depth":844,"text":788},{"id":837,"depth":844,"text":838},"Create a care panel, set default evaluations, manage visibility, and define workflow assignments.","md",null,{"icon":865},"i-mdi-cog-outline",true,{"title":180,"description":861},"0iRh1Ti29y_0rh789x0SJAt7b3-zzWwvGJXlQTpLYVU",[870,872],{"title":174,"path":175,"stem":176,"description":871,"children":-1},"Group patients, track outcomes, and manage assessments across your clinic or research study with Care Panels.",{"title":184,"path":185,"stem":186,"description":873,"children":-1},"Monitor evaluation results across your patient population using summary cards, priority levels, and status tracking.",1776705251758]