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Results from other evaluations are hidden even when no filters are active.",[730,731,732,733,736],"warning",{},"Default evaluations persist even when you click ",[622,734,735],{},"Clear"," in the filter drawer. If you're not seeing results you expect, check whether default evaluations are limiting your view — you can change them in the panel settings.",[600,738,740],{"id":739},"saved-filters","Saved filters",[592,742,743],{},"If you find yourself applying the same filter criteria every day, save it for one-click access.",[608,745,747],{"id":746},"creating-a-saved-filter","Creating a saved filter",[592,749,750,751,754,755,758],{},"After setting your filter criteria in the drawer, click ",[622,752,753],{},"Save"," in the toolbar. Give the filter a descriptive name — something your team will understand, like \"Urgent - Needs Review\" or \"Weekly PHQ-9 New Results.\" Optionally toggle ",[622,756,757],{},"Shared"," to make the filter visible to everyone who has access to the panel.",[592,760,761],{},"Saved filters appear in the dropdown at the top of the panel toolbar. Click any saved filter to apply it instantly.",[608,763,765],{"id":764},"editing-and-deleting","Editing and deleting",[592,767,768],{},"To modify a saved filter, apply it from the dropdown, adjust the criteria in the filter drawer, and click Save again. To delete a saved filter, open it and select the delete option.",[770,771,772],"tip",{},"Create saved filters for each role on your team. A nurse's \"Morning Triage\" filter might show Critical and Urgent results with New status, while a physician's filter might show results assigned to \"MD Review\" with Pending status.",[600,774,776],{"id":775},"searching-within-a-panel","Searching within a panel",[592,778,779],{},"The search bar in the toolbar lets you quickly find results by patient name. Type a name and the results list narrows to matching patients. Search works alongside active filters — if you have a filter applied, the search narrows within those filtered results.",[600,781,783],{"id":782},"pinning-the-filter-drawer","Pinning the filter drawer",[592,785,786,787,790],{},"If you're working through a list of results and frequently switching between filter views, click the ",[622,788,789],{},"Pin"," button to keep the filter drawer open alongside the results list. This lets you adjust criteria without repeatedly opening and closing the drawer — especially useful during a triage session.",[600,792,794],{"id":793},"exporting-to-excel","Exporting to Excel",[592,796,797,798,801],{},"When you need your panel data outside EVAL — for reporting, statistical analysis, or compliance — click the ",[622,799,800],{},"Export"," button in the toolbar. You'll receive a Microsoft Excel (.xlsx) file.",[608,803,805],{"id":804},"whats-included","What's included",[592,807,808],{},"The export generates one worksheet per evaluation. Each worksheet contains:",[616,810,811,817,823],{},[619,812,813,816],{},[622,814,815],{},"Metadata columns"," — submission date, patient name, date of birth, email, phone, result priority, status, the evaluation name, and other identifying information",[619,818,819,822],{},[622,820,821],{},"Question columns"," — one column per question in the evaluation, with the patient's responses",[619,824,825,828],{},[622,826,827],{},"Computed result columns"," — any scoring formulas or computed results, with column headers prefixed by \"RESULT:\" for easy identification",[592,830,831],{},"If your panel has results from multiple evaluations — say PHQ-9 and GAD-7 — the export generates a separate worksheet for each. This keeps columns aligned, since different evaluations have different questions.",[608,833,835],{"id":834},"filters-and-export","Filters and export",[592,837,838],{},"The export respects any active filters. If you've filtered to only Critical priority results, the export will only contain those results. This is a powerful way to generate targeted reports.",[770,840,841],{},"If you need to reproduce the same export regularly — for a weekly report or a quarterly review — create a saved filter first. Apply the filter, then export. Next time, apply the same saved filter before exporting to get a consistent dataset.",{"title":843,"searchDepth":844,"depth":844,"links":845},"",2,[846,852,856,857,858],{"id":602,"depth":844,"text":603,"children":847},[848,850,851],{"id":610,"depth":849,"text":611},3,{"id":654,"depth":849,"text":655},{"id":719,"depth":849,"text":720},{"id":739,"depth":844,"text":740,"children":853},[854,855],{"id":746,"depth":849,"text":747},{"id":764,"depth":849,"text":765},{"id":775,"depth":844,"text":776},{"id":782,"depth":844,"text":783},{"id":793,"depth":844,"text":794,"children":859},[860,861],{"id":804,"depth":849,"text":805},{"id":834,"depth":849,"text":835},"Use filters and saved filter views to focus on the results that matter, then export to Excel for reporting.","md",null,{"icon":866},"i-mdi-filter-variant",true,{"title":196,"description":862},"kgSWnHmPbqmcm7W6le11htRVjnR_1xD-F4m8Roc8mrA",[871,873],{"title":192,"path":193,"stem":194,"description":872,"children":-1},"Set up recurring and one-time evaluation schedules to automatically send assessments to patients.",{"title":200,"path":201,"stem":202,"description":874,"children":-1},"Control who can see your care panel by choosing between Shared (organization-wide) and Private (invite-only) visibility modes.",1776705252858]