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Rather than creating records individually, you can pull in an entire caseload in one step. The imported records include the identifying information your EHR shares — typically name, date of birth, and contact details — so your patients are ready for scheduling immediately.",[592,704,705,706,709],{},"For details on connecting and configuring your EHR, see the ",[707,708,362],"a",{"href":363}," section.",[600,711,713],{"id":712},"simulated-patients","Simulated patients",[592,715,716],{},"EVAL supports creating simulated patients for training, demos, and workflow testing. Simulated patients work just like real patients — they can receive schedules, have results submitted, and appear in your panel — but they're clearly marked with a \"Simulated\" badge so your team knows they aren't real.",[718,719,720],"note",{},"Simulated patients are excluded from the Scheduled summary card count at the top of the panel. This keeps your real patient metrics accurate even when you're using simulated patients for testing.",[592,722,723,724,727],{},"To create a simulated patient, select the ",[618,725,726],{},"New Simulated Patient"," option in the Add Patients dialog. The form is the same as for a real patient.",[600,729,731],{"id":730},"removing-a-patient-from-a-panel","Removing a patient from a panel",[592,733,734],{},"To remove a patient from a panel, open their patient card and use the remove option. Removing a patient disconnects them from the panel — they'll no longer appear in the Patients tab or contribute to summary card counts.",[592,736,737],{},"When you remove a patient:",[641,739,740,746,752],{},[644,741,742,745],{},[618,743,744],{},"Results are preserved"," — Any evaluation results already recorded remain in the patient's chart and in your panel's results history.",[644,747,748,751],{},[618,749,750],{},"Schedules continue"," — Active schedules are not automatically cancelled. If the patient has upcoming assessments, you'll need to archive or delete those schedules separately.",[644,753,754,757],{},[618,755,756],{},"The patient record stays in your account"," — Removing from a panel doesn't delete the patient. You can add them back later or find them in other panels.",[759,760,761,762,765],"warning",{},"Removing a patient from a panel does not cancel their active schedules. If you want to stop sending assessments, archive or delete the patient's schedules before removing them from the panel. See ",[707,763,192],{"href":764},"./scheduling-assessments#archiving-and-deleting",".",[592,767,768],{},"A patient can belong to multiple panels simultaneously. Removing them from one panel has no effect on their membership in other panels.",[600,770,772],{"id":771},"automatic-enrollment-via-public-intakes","Automatic enrollment via public intakes",[592,774,775,776,780],{},"Patients can also be added to your panel automatically through ",[707,777,779],{"href":778},"./collecting-responses","public intakes",". When someone submits an evaluation via a public intake link, they're added to the panel as a new patient (or matched to an existing patient if their information is already on file).",[592,782,783],{},"This is particularly useful for research enrollment and waiting room screening, where you want patients to self-enroll without your team manually adding them.",[600,785,787],{"id":786},"patient-records-across-the-platform","Patient records across the platform",[592,789,790],{},"Patient records in EVAL are shared across the entire platform, not tied to a single panel. When you create or import a patient, that record is available to add to any panel. A patient's chart — including all their results, schedules, and clinical history — follows them across panels.",[592,792,793],{},"This means you don't need to re-enter patient information when adding them to a second panel. Search for the patient in the Add Patients dialog and they'll appear with their existing record. All of their results, regardless of which panel generated them, are accessible from their chart.",{"title":795,"searchDepth":796,"depth":796,"links":797},"",2,[798,799,800,801,802,803,804,805],{"id":602,"depth":796,"text":603},{"id":612,"depth":796,"text":613},{"id":631,"depth":796,"text":632},{"id":688,"depth":796,"text":689},{"id":712,"depth":796,"text":713},{"id":730,"depth":796,"text":731},{"id":771,"depth":796,"text":772},{"id":786,"depth":796,"text":787},"Add patients to a care panel, create new patient records, and import from your EHR system.","md",null,{"icon":810},"i-mdi-account-group-outline",true,{"title":188,"description":806},"HKkfES454xo5vOcUPHXLY3ifuk9swObRYgQcdAxYFkY",[815,817],{"title":184,"path":185,"stem":186,"description":816,"children":-1},"Monitor evaluation results across your patient population using summary cards, priority levels, and status tracking.",{"title":192,"path":193,"stem":194,"description":818,"children":-1},"Set up recurring and one-time evaluation schedules to automatically send assessments to patients.",1776705252837]