[{"data":1,"prerenderedAt":823},["ShallowReactive",2],{"navigation_docs":3,"-docs-introduction-getting-started-admin":586,"-docs-introduction-getting-started-admin-surround":818},[4,8,46,68,82,148,173,219,256,266,276,313,347,361,379,437,467,481,543,581],{"title":5,"path":6,"stem":7},"Learn EVAL","/docs","docs/0.index",{"title":9,"path":10,"stem":11,"children":12},"Introduction","/docs/introduction","docs/01.introduction/0.index",[13,14,18,22,26,30,34,38,42],{"title":9,"path":10,"stem":11},{"title":15,"path":16,"stem":17},"What is EVAL Health","/docs/introduction/what-is-eval","docs/01.introduction/1.what-is-eval",{"title":19,"path":20,"stem":21},"Key concepts","/docs/introduction/key-concepts","docs/01.introduction/2.key-concepts",{"title":23,"path":24,"stem":25},"Navigating EVAL","/docs/introduction/navigation","docs/01.introduction/3.navigation",{"title":27,"path":28,"stem":29},"Account types and plans","/docs/introduction/account-types","docs/01.introduction/4.account-types",{"title":31,"path":32,"stem":33},"Getting started: clinical providers","/docs/introduction/getting-started-clinician","docs/01.introduction/5.getting-started-clinician",{"title":35,"path":36,"stem":37},"Getting started: building evaluations","/docs/introduction/getting-started-builder","docs/01.introduction/6.getting-started-builder",{"title":39,"path":40,"stem":41},"Getting started: administrators","/docs/introduction/getting-started-admin","docs/01.introduction/7.getting-started-admin",{"title":43,"path":44,"stem":45},"Getting started: patient portal","/docs/introduction/getting-started-patient","docs/01.introduction/8.getting-started-patient",{"title":47,"path":48,"stem":49,"children":50},"Marketplace","/docs/marketplace","docs/02.marketplace/0.index",[51,52,56,60,64],{"title":47,"path":48,"stem":49},{"title":53,"path":54,"stem":55},"Browsing the Marketplace","/docs/marketplace/browsing","docs/02.marketplace/1.browsing",{"title":57,"path":58,"stem":59},"Search","/docs/marketplace/search","docs/02.marketplace/2.search",{"title":61,"path":62,"stem":63},"Collections","/docs/marketplace/collections","docs/02.marketplace/3.collections",{"title":65,"path":66,"stem":67},"Evaluation preview","/docs/marketplace/evaluation-preview","docs/02.marketplace/4.evaluation-preview",{"title":69,"path":70,"stem":71,"children":72},"Library","/docs/library","docs/03.library/0.index",[73,74,78],{"title":69,"path":70,"stem":71},{"title":75,"path":76,"stem":77},"Folders","/docs/library/folders","docs/03.library/1.folders",{"title":79,"path":80,"stem":81},"Folder permissions","/docs/library/permissions","docs/03.library/2.permissions",{"title":83,"path":84,"stem":85,"children":86},"Builder","/docs/builder","docs/04.builder/0.index",[87,88,92,96,100,104,108,112,116,120,124,128,132,136,140,144],{"title":83,"path":84,"stem":85},{"title":89,"path":90,"stem":91},"General tab","/docs/builder/general-tab","docs/04.builder/01.general-tab",{"title":93,"path":94,"stem":95},"Content tab","/docs/builder/content-tab","docs/04.builder/02.content-tab",{"title":97,"path":98,"stem":99},"Sections","/docs/builder/sections","docs/04.builder/03.sections",{"title":101,"path":102,"stem":103},"Questions","/docs/builder/questions","docs/04.builder/04.questions",{"title":105,"path":106,"stem":107},"Question types","/docs/builder/question-types","docs/04.builder/05.question-types",{"title":109,"path":110,"stem":111},"Results and scoring","/docs/builder/results","docs/04.builder/06.results",{"title":113,"path":114,"stem":115},"Formula editor","/docs/builder/formula-editor","docs/04.builder/07.formula-editor",{"title":117,"path":118,"stem":119},"Scenario testing","/docs/builder/scenario-testing","docs/04.builder/08.scenario-testing",{"title":121,"path":122,"stem":123},"Visibility rules","/docs/builder/visibility-rules","docs/04.builder/09.visibility-rules",{"title":125,"path":126,"stem":127},"Publishing","/docs/builder/publishing","docs/04.builder/10.publishing",{"title":129,"path":130,"stem":131},"Evaluations","/docs/builder/evaluations","docs/04.builder/11.evaluations",{"title":133,"path":134,"stem":135},"Media","/docs/builder/media","docs/04.builder/12.media",{"title":137,"path":138,"stem":139},"Error resolution","/docs/builder/error-resolution","docs/04.builder/13.error-resolution",{"title":141,"path":142,"stem":143},"AI Builder","/docs/builder/ai-builder","docs/04.builder/14.ai-builder",{"title":145,"path":146,"stem":147},"Embedded evaluations","/docs/builder/embedded-evaluations","docs/04.builder/15.embedded-evaluations",{"title":129,"path":149,"stem":150,"children":151},"/docs/evaluations","docs/05.evaluations/0.index",[152,153,157,161,165,169],{"title":129,"path":149,"stem":150},{"title":154,"path":155,"stem":156},"The Player","/docs/evaluations/player","docs/05.evaluations/1.player",{"title":158,"path":159,"stem":160},"About page","/docs/evaluations/about","docs/05.evaluations/2.about",{"title":162,"path":163,"stem":164},"Revisions","/docs/evaluations/revisions","docs/05.evaluations/3.revisions",{"title":166,"path":167,"stem":168},"Permissions","/docs/evaluations/permissions","docs/05.evaluations/4.permissions",{"title":170,"path":171,"stem":172},"Actions and sharing","/docs/evaluations/menu-options","docs/05.evaluations/5.menu-options",{"title":174,"path":175,"stem":176,"children":177},"Care Panels","/docs/care-panels","docs/06.care-panels/0.index",[178,179,183,187,191,195,199,203,207,211,215],{"title":174,"path":175,"stem":176},{"title":180,"path":181,"stem":182},"Creating and configuring panels","/docs/care-panels/creating-and-configuring","docs/06.care-panels/01.creating-and-configuring",{"title":184,"path":185,"stem":186},"Tracking results","/docs/care-panels/tracking-results","docs/06.care-panels/02.tracking-results",{"title":188,"path":189,"stem":190},"Managing patients","/docs/care-panels/managing-patients","docs/06.care-panels/03.managing-patients",{"title":192,"path":193,"stem":194},"Scheduling assessments","/docs/care-panels/scheduling-assessments","docs/06.care-panels/04.scheduling-assessments",{"title":196,"path":197,"stem":198},"Filtering and exporting data","/docs/care-panels/filters-and-export","docs/06.care-panels/05.filters-and-export",{"title":200,"path":201,"stem":202},"Panel visibility","/docs/care-panels/panel-visibility","docs/06.care-panels/06.panel-visibility",{"title":204,"path":205,"stem":206},"Panel roles and permissions","/docs/care-panels/panel-roles-and-permissions","docs/06.care-panels/07.panel-roles-and-permissions",{"title":208,"path":209,"stem":210},"Collecting responses with public intakes","/docs/care-panels/collecting-responses","docs/06.care-panels/08.collecting-responses",{"title":212,"path":213,"stem":214},"Notifications and alerts","/docs/care-panels/notifications-and-alerts","docs/06.care-panels/09.notifications-and-alerts",{"title":216,"path":217,"stem":218},"Common workflows","/docs/care-panels/common-workflows","docs/06.care-panels/10.common-workflows",{"title":220,"path":221,"stem":222,"children":223},"Patients","/docs/patients","docs/08.patients/0.index",[224,225,228,232,236,240,244,248,252],{"title":220,"path":221,"stem":222},{"title":188,"path":226,"stem":227},"/docs/patients/managing-patients","docs/08.patients/01.managing-patients",{"title":229,"path":230,"stem":231},"Patient charts","/docs/patients/charts","docs/08.patients/02.charts",{"title":233,"path":234,"stem":235},"Reviewing results","/docs/patients/patient-results","docs/08.patients/03.patient-results",{"title":237,"path":238,"stem":239},"Running an evaluation","/docs/patients/running-an-evaluation","docs/08.patients/04.running-an-evaluation",{"title":241,"path":242,"stem":243},"Medical information","/docs/patients/patient-medical-tab","docs/08.patients/05.patient-medical-tab",{"title":245,"path":246,"stem":247},"Medical data types","/docs/patients/patient-medical-data-types","docs/08.patients/06.patient-medical-data-types",{"title":249,"path":250,"stem":251},"Patient identity and demographics","/docs/patients/patient-identity-tab","docs/08.patients/07.patient-identity-tab",{"title":253,"path":254,"stem":255},"Patient portal connections","/docs/patients/patient-portal-tab","docs/08.patients/08.patient-portal-tab",{"title":257,"path":258,"stem":259,"children":260},"Schedules","/docs/schedule","docs/09.schedule/0.index",[261,262],{"title":257,"path":258,"stem":259},{"title":263,"path":264,"stem":265},"Creating and managing schedules","/docs/schedule/creating-schedules","docs/09.schedule/1.creating-schedules",{"title":267,"path":268,"stem":269,"children":270},"Results","/docs/results","docs/10.results/0.index",[271,272],{"title":267,"path":268,"stem":269},{"title":273,"path":274,"stem":275},"Filtering and exporting results","/docs/results/filtering-and-export","docs/10.results/1.filtering-and-export",{"title":277,"path":278,"stem":279,"children":280},"Patient Portal","/docs/patient-portal","docs/11.patient-portal/0.index",[281,282,286,290,294,297,301,305,309],{"title":277,"path":278,"stem":279},{"title":283,"path":284,"stem":285},"Today dashboard","/docs/patient-portal/today","docs/11.patient-portal/1.today",{"title":287,"path":288,"stem":289},"Completing an evaluation","/docs/patient-portal/completing-an-evaluation","docs/11.patient-portal/2.completing-an-evaluation",{"title":291,"path":292,"stem":293},"Viewing results","/docs/patient-portal/results","docs/11.patient-portal/3.results",{"title":257,"path":295,"stem":296},"/docs/patient-portal/schedules","docs/11.patient-portal/4.schedules",{"title":298,"path":299,"stem":300},"Task links","/docs/patient-portal/task-links","docs/11.patient-portal/5.task-links",{"title":302,"path":303,"stem":304},"Public intakes","/docs/patient-portal/public-intakes","docs/11.patient-portal/6.public-intakes",{"title":306,"path":307,"stem":308},"Account and settings","/docs/patient-portal/account","docs/11.patient-portal/7.account",{"title":310,"path":311,"stem":312},"How practitioners use the Patient Portal","/docs/patient-portal/practitioner-workflows","docs/11.patient-portal/8.practitioner-workflows",{"title":314,"path":315,"stem":316,"children":317},"Account Administration","/docs/account-administration","docs/12.account-administration/0.index",[318,319,323,327,331,335,339,343],{"title":314,"path":315,"stem":316},{"title":320,"path":321,"stem":322},"Organization profile","/docs/account-administration/organization-profile","docs/12.account-administration/1.organization-profile",{"title":324,"path":325,"stem":326},"Managing team members","/docs/account-administration/managing-team-members","docs/12.account-administration/2.managing-team-members",{"title":328,"path":329,"stem":330},"Roles and permissions","/docs/account-administration/roles-and-permissions","docs/12.account-administration/3.roles-and-permissions",{"title":332,"path":333,"stem":334},"Managing evaluations","/docs/account-administration/managing-evaluations","docs/12.account-administration/4.managing-evaluations",{"title":336,"path":337,"stem":338},"Billing and subscriptions","/docs/account-administration/billing-and-subscriptions","docs/12.account-administration/5.billing-and-subscriptions",{"title":340,"path":341,"stem":342},"API keys","/docs/account-administration/api-keys","docs/12.account-administration/6.api-keys",{"title":344,"path":345,"stem":346},"Account settings","/docs/account-administration/settings","docs/12.account-administration/7.settings",{"title":348,"path":349,"stem":350,"children":351},"My Profile","/docs/my-profile","docs/13.my-profile/0.index",[352,353,357],{"title":348,"path":349,"stem":350},{"title":354,"path":355,"stem":356},"Contact and profile","/docs/my-profile/contact-and-profile","docs/13.my-profile/1.contact-and-profile",{"title":358,"path":359,"stem":360},"Security and notifications","/docs/my-profile/security-and-notifications","docs/13.my-profile/2.security-and-notifications",{"title":362,"path":363,"stem":364,"children":365},"Integrations","/docs/integrations","docs/14.integrations/0.index",[366,367,371,375],{"title":362,"path":363,"stem":364},{"title":368,"path":369,"stem":370},"Creating connections","/docs/integrations/creating-connections","docs/14.integrations/1.creating-connections",{"title":372,"path":373,"stem":374},"Managing connections","/docs/integrations/managing-connections","docs/14.integrations/2.managing-connections",{"title":376,"path":377,"stem":378},"FHIR and SMART on FHIR","/docs/integrations/fhir-and-smart","docs/14.integrations/3.fhir-and-smart",{"title":380,"path":381,"stem":382,"children":383},"Guides","/docs/guides","docs/15.guides/0.index",[384,385,389,393,397,401,433],{"title":380,"path":381,"stem":382},{"title":386,"path":387,"stem":388},"Planning","/docs/guides/planning","docs/15.guides/1.planning",{"title":390,"path":391,"stem":392},"Data","/docs/guides/data","docs/15.guides/2.data",{"title":394,"path":395,"stem":396},"Logic","/docs/guides/logic","docs/15.guides/3.logic",{"title":398,"path":399,"stem":400},"Design","/docs/guides/design","docs/15.guides/4.design",{"title":402,"path":403,"stem":404,"children":405},"Evaluation Reference","/docs/guides/evaluation-reference","docs/15.guides/5.evaluation-reference/0.index",[406,407,411,415,418,422,426,430],{"title":402,"path":403,"stem":404},{"title":408,"path":409,"stem":410},"Intro to Evaluations","/docs/guides/evaluation-reference/intro-to-evaluations","docs/15.guides/5.evaluation-reference/1.intro-to-evaluations",{"title":412,"path":413,"stem":414},"Menu Options","/docs/guides/evaluation-reference/menu-options","docs/15.guides/5.evaluation-reference/2.menu-options",{"title":162,"path":416,"stem":417},"/docs/guides/evaluation-reference/revisions","docs/15.guides/5.evaluation-reference/3.revisions",{"title":419,"path":420,"stem":421},"Learn More","/docs/guides/evaluation-reference/learn-more","docs/15.guides/5.evaluation-reference/4.learn-more",{"title":423,"path":424,"stem":425},"Download Results","/docs/guides/evaluation-reference/download-results","docs/15.guides/5.evaluation-reference/5.download-results",{"title":427,"path":428,"stem":429},"Security in Emailing Results","/docs/guides/evaluation-reference/security-emailing-results","docs/15.guides/5.evaluation-reference/6.security-emailing-results",{"title":166,"path":431,"stem":432},"/docs/guides/evaluation-reference/permissions","docs/15.guides/5.evaluation-reference/7.permissions",{"title":434,"path":435,"stem":436},"Player Reference","/docs/guides/player-reference","docs/15.guides/6.player-reference",{"title":438,"path":439,"stem":440,"children":441},"Tutorials","/docs/tutorials","docs/16.tutorials/0.index",[442,443,447,451,455,459,463],{"title":438,"path":439,"stem":440},{"title":444,"path":445,"stem":446},"101: Basic Evaluation with Visibility Rules","/docs/tutorials/basic-eval-with-visibility-rules","docs/16.tutorials/1.basic-eval-with-visibility-rules",{"title":448,"path":449,"stem":450},"Build a PHQ-9 depression screener","/docs/tutorials/build-a-phq9-screener","docs/16.tutorials/2.build-a-phq9-screener",{"title":452,"path":453,"stem":454},"Set up a care panel","/docs/tutorials/set-up-a-care-panel","docs/16.tutorials/3.set-up-a-care-panel",{"title":456,"path":457,"stem":458},"Connect Epic to EVAL","/docs/tutorials/connect-epic-to-eval","docs/16.tutorials/4.connect-epic-to-eval",{"title":460,"path":461,"stem":462},"Create a scheduled assessment","/docs/tutorials/create-a-scheduled-assessment","docs/16.tutorials/5.create-a-scheduled-assessment",{"title":464,"path":465,"stem":466},"Onboard patients via the patient portal","/docs/tutorials/onboard-patients-via-portal","docs/16.tutorials/6.onboard-patients-via-portal",{"title":468,"path":469,"stem":470,"children":471},"Troubleshooting","/docs/troubleshooting","docs/17.troubleshooting/0.index",[472,473,477],{"title":468,"path":469,"stem":470},{"title":474,"path":475,"stem":476},"Builder errors","/docs/troubleshooting/builder-errors","docs/17.troubleshooting/1.builder-errors",{"title":478,"path":479,"stem":480},"EHR connection issues","/docs/troubleshooting/ehr-connection-issues","docs/17.troubleshooting/2.ehr-connection-issues",{"title":482,"path":483,"stem":484,"children":485},"Reference","/docs/reference","docs/18.reference/0.index",[486,487,491,494,498,502,528,532,536,539],{"title":482,"path":483,"stem":484},{"title":488,"path":489,"stem":490},"Account","/docs/reference/account","docs/18.reference/1.account",{"title":166,"path":492,"stem":493},"/docs/reference/permissions","docs/18.reference/2.permissions",{"title":495,"path":496,"stem":497},"Administration","/docs/reference/administration","docs/18.reference/3.administration",{"title":499,"path":500,"stem":501},"Security and privacy","/docs/reference/security-privacy","docs/18.reference/4.security-privacy",{"title":503,"path":504,"stem":505,"children":506},"Charts","/docs/reference/charts","docs/18.reference/5.charts/0.index",[507,508,512,516,520,524],{"title":503,"path":504,"stem":505},{"title":509,"path":510,"stem":511},"Introduction to charts","/docs/reference/charts/intro","docs/18.reference/5.charts/1.intro",{"title":513,"path":514,"stem":515},"Patient evaluations","/docs/reference/charts/patient-evaluations","docs/18.reference/5.charts/2.patient-evaluations",{"title":517,"path":518,"stem":519},"Charts Landing Page","/docs/reference/charts/charts-landing-page","docs/18.reference/5.charts/3.charts-landing-page",{"title":521,"path":522,"stem":523},"Patient Medical","/docs/reference/charts/patient-medical","docs/18.reference/5.charts/4.patient-medical",{"title":525,"path":526,"stem":527},"Patient Identity","/docs/reference/charts/patient-identity","docs/18.reference/5.charts/5.patient-identity",{"title":529,"path":530,"stem":531},"Verified Accounts","/docs/reference/verified-accounts","docs/18.reference/6.verified-accounts",{"title":533,"path":534,"stem":535},"Account Creation","/docs/reference/account-creation","docs/18.reference/7.account-creation",{"title":348,"path":537,"stem":538},"/docs/reference/my-profile","docs/18.reference/8.my-profile",{"title":540,"path":541,"stem":542},"IT Deployment Strategy","/docs/reference/it-deployment","docs/18.reference/9.it-deployment",{"title":544,"path":545,"stem":546,"children":547},"Legal","/docs/legal","docs/19.legal/0.index",[548,549,553,557,561,565,569,573,577],{"title":544,"path":545,"stem":546},{"title":550,"path":551,"stem":552},"Terms of service","/docs/legal/terms-of-service","docs/19.legal/1.terms-of-service",{"title":554,"path":555,"stem":556},"Privacy policy","/docs/legal/privacy-policy","docs/19.legal/2.privacy-policy",{"title":558,"path":559,"stem":560},"HIPAA BAA","/docs/legal/hipaa-baa","docs/19.legal/3.hipaa-baa",{"title":562,"path":563,"stem":564},"GDPR DPA","/docs/legal/gdpr-dpa","docs/19.legal/4.gdpr-dpa",{"title":566,"path":567,"stem":568},"Patient privacy policy","/docs/legal/patient-privacy-policy","docs/19.legal/5.patient-privacy-policy",{"title":570,"path":571,"stem":572},"Free open source app license","/docs/legal/free-open-source-license","docs/19.legal/6.free-open-source-license",{"title":574,"path":575,"stem":576},"Limited open source app license","/docs/legal/limited-open-source-license","docs/19.legal/7.limited-open-source-license",{"title":578,"path":579,"stem":580},"Data sub-processors","/docs/legal/data-sub-processors","docs/19.legal/8.data-sub-processors",{"title":141,"path":582,"stem":583,"children":584},"/docs/ai-builder","docs/21.ai-builder/0.index",[585],{"title":141,"path":582,"stem":583},{"id":587,"title":39,"body":588,"description":810,"extension":811,"links":812,"meta":813,"navigation":815,"path":40,"seo":816,"stem":41,"__hash__":817},"docs/docs/01.introduction/7.getting-started-admin.md",{"type":589,"value":590,"toc":797},"minimark",[591,595,598,602,609,784,788],[592,593,594],"p",{},"This guide walks you through setting up your organization's EVAL account as an administrator. By the end, you'll have configured your organization's profile, invited your team, assigned roles, set up billing, and connected your EHR system if applicable.",[592,596,597],{},"The Configuration section of the sidebar is only visible to users with the Account Administrator or Account Maintenance role. If you don't see it, contact your organization's current administrator to request the appropriate role.",[599,600,601],"tip",{},"Complete these steps in order. Organization profile and team setup should come first — your team members need accounts before they can start working with patients and evaluations. Billing and EHR can be configured in parallel after the team is in place.",[592,603,604],{},[605,606],"img",{"alt":607,"src":608},"Getting Started — Admin Configuration Sidebar","/screenshots/admin/account-settings.png",[610,611,612,617,625,633,637,643,646,652,656,666,672,678,684,693,697,703,706,711,715,720,723,728,732,739,742,749,753,760,766,770,776,779],"steps",{},[613,614,616],"h3",{"id":615},"access-the-configuration-section","Access the Configuration section",[592,618,619,620,624],{},"Sign in with an Account Administrator account. The ",[621,622,623],"strong",{},"Configuration"," section appears at the bottom of the left sidebar with seven items: Account, Team, Evaluations, Billing, EHR, API Keys, and Settings. If you were assigned the Account Maintenance role instead, you'll see everything except Billing.",[592,626,627,628,632],{},"See ",[629,630,314],"a",{"href":631},"../account-administration"," for an overview of what each area does.",[613,634,636],{"id":635},"complete-your-organization-profile","Complete your organization profile",[592,638,639,640,642],{},"Click ",[621,641,488],{}," in the Configuration section. This is your organization's public identity in EVAL — the name, address, logo, and contact information that appear throughout the platform and on patient-facing communications.",[592,644,645],{},"Upload your organization's logo (it appears on the patient portal, public intake forms, and email notifications), enter your address and contact details, and verify everything is accurate. This information is visible to patients when they interact with your evaluations.",[592,647,627,648,651],{},[629,649,320],{"href":650},"../account-administration/organization-profile",".",[613,653,655],{"id":654},"invite-team-members-and-assign-roles","Invite team members and assign roles",[592,657,639,658,661,662,665],{},[621,659,660],{},"Team"," to manage your organization's users. Click ",[621,663,664],{},"Invite"," to add new team members by email address. Each invitation includes a role assignment:",[592,667,668,671],{},[621,669,670],{},"Account Administrator"," has full access to everything, including billing. Limit this to the people who genuinely need financial and administrative control.",[592,673,674,677],{},[621,675,676],{},"Account Maintenance"," can access all configuration areas except billing. Good for clinical leads and operations managers.",[592,679,680,683],{},[621,681,682],{},"Account User"," can use clinical features (Library, Charts, Care Panels, Results) but cannot access any Configuration pages. This is the right role for most clinical staff.",[592,685,627,686,689,690,651],{},[629,687,324],{"href":688},"../account-administration/managing-team-members"," and ",[629,691,328],{"href":692},"../account-administration/roles-and-permissions",[613,694,696],{"id":695},"configure-billing","Configure billing",[592,698,639,699,702],{},[621,700,701],{},"Billing"," to set up your subscription. You'll see your current plan, payment methods, and transaction history. If you're on the 14-day Clinical Team trial, this is where you'll enter payment information before the trial ends.",[592,704,705],{},"Add a payment method (credit card or bank account), review your per-user pricing, and confirm your subscription details. EVAL charges monthly based on the number of active staff members (patients are not counted).",[592,707,627,708,651],{},[629,709,336],{"href":710},"../account-administration/billing-and-subscriptions",[613,712,714],{"id":713},"manage-evaluations","Manage evaluations",[592,716,639,717,719],{},[621,718,129],{}," to see every evaluation in your organization. This view shows all evaluations across all team members, with their licensing information (Free Open Source, proprietary, etc.) and usage status.",[592,721,722],{},"From here you can manage which evaluations are available to your organization, review licensing terms, and configure clinical priority settings that affect how results are triaged across the platform.",[592,724,627,725,651],{},[629,726,332],{"href":727},"../account-administration/managing-evaluations",[613,729,731],{"id":730},"connect-your-ehr-system-optional","Connect your EHR system (optional)",[592,733,734,735,738],{},"If your organization uses an EHR system, click ",[621,736,737],{},"EHR"," to set up the connection. EVAL supports Epic, Cerner, Athena, and several other systems through FHIR-based integration. Connecting your EHR eliminates manual data entry for patient demographics and lets clinicians launch evaluations directly from their existing workflows.",[592,740,741],{},"The connection wizard walks you through service discovery (finding your EHR's FHIR endpoint), entering credentials, and configuring patient synchronization. Once connected, patient demographics sync automatically, and you can launch EVAL directly from clinical workflows using SMART on FHIR.",[592,743,744,745,748],{},"EHR integration is available as an add-on on Clinical Team plans and is included with Enterprise. See ",[629,746,362],{"href":747},"../integrations"," for the complete setup guide.",[613,750,752],{"id":751},"set-up-api-keys-optional","Set up API keys (optional)",[592,754,755,756,759],{},"If your organization needs programmatic access to EVAL — for custom integrations, data pipelines, or third-party tools — click ",[621,757,758],{},"API Keys"," to generate API credentials. Each key can be scoped to specific permissions and has an expiration policy.",[592,761,627,762,765],{},[629,763,340],{"href":764},"../account-administration/api-keys"," for details.",[613,767,769],{"id":768},"configure-account-settings","Configure account settings",[592,771,639,772,775],{},[621,773,774],{},"Settings"," to adjust account-wide preferences. This includes clinical priority definitions (which determine how evaluation results are triaged), default notification settings, and other organizational preferences that apply across your entire account.",[592,777,778],{},"Review the default settings and adjust them to match your organization's clinical workflows. Priority levels in particular affect how results appear in Care Panels and the Results page, so align them with your team's triage process before clinicians start using the platform.",[592,780,627,781,651],{},[629,782,774],{"href":783},"../account-administration/settings",[785,786,787],"warning",{},"Account Administrator access includes financial controls (billing, payment methods) and user management (inviting and removing team members). Only assign this role to people who need these responsibilities. For day-to-day configuration work, Account Maintenance provides adequate access without financial authority.",[789,790,791,792,796],"note",{},"If your organization is new to EVAL, consider running through the ",[629,793,795],{"href":794},"./getting-started-clinician","clinical provider getting started guide"," yourself before inviting your team. Understanding the clinical workflow firsthand helps you make better decisions about role assignments, evaluation licensing, and configuration settings.",{"title":798,"searchDepth":799,"depth":799,"links":800},"",2,[801,803,804,805,806,807,808,809],{"id":615,"depth":802,"text":616},3,{"id":635,"depth":802,"text":636},{"id":654,"depth":802,"text":655},{"id":695,"depth":802,"text":696},{"id":713,"depth":802,"text":714},{"id":730,"depth":802,"text":731},{"id":751,"depth":802,"text":752},{"id":768,"depth":802,"text":769},"A step-by-step onboarding path for account administrators — from organization setup to team management, billing, and EHR connections.","md",null,{"icon":814},"i-mdi-shield-account-outline",true,{"title":39,"description":810},"XzACaWBwCT81tZzlsWvK3oTSnOjHf-ah_UDeDJdhmMU",[819,821],{"title":35,"path":36,"stem":37,"description":820,"children":-1},"A step-by-step onboarding path for evaluation builders — from creating your first evaluation to publishing it on the Marketplace.",{"title":43,"path":44,"stem":45,"description":822,"children":-1},"A step-by-step onboarding path for patients — from receiving your invitation to completing evaluations, viewing results, and managing your account.",1776705239445]