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Your library is where you manage all the evaluations available to your practice.",[592,685,686,687,690,691,693],{},"You can also create new evaluations from scratch in the ",[641,688,83],{"href":689},"../builder",", or use the ",[621,692,141],{}," to generate a starting point from a description of what you need.",[613,695,697],{"id":696},"create-your-first-patient","Create your first patient",[592,699,700,701,703,704,707],{},"Navigate to ",[621,702,220],{}," in the My Clinic section of the sidebar. Click ",[621,705,706],{},"New Patient"," and enter the patient's basic demographics — name, date of birth, and any identifiers your practice uses. EVAL creates a patient chart where all their evaluation results, medical information, and portal connections are stored.",[592,709,710,711,714],{},"If your organization has an EHR connection, patient records may sync automatically. See ",[641,712,220],{"href":713},"../patients"," for details on creating and managing patient records.",[613,716,718],{"id":717},"run-an-evaluation","Run an evaluation",[592,720,721,722,724,725,728],{},"Open a patient's chart by clicking their name in the Patients list. Navigate to the ",[621,723,267],{}," tab and click ",[621,726,727],{},"Run Evaluation",". Select an evaluation from your library, complete the questions (either with the patient or on their behalf), and submit.",[592,730,731,732,735],{},"The result appears immediately in the patient's chart with a priority level based on the scoring logic. See ",[641,733,237],{"href":734},"../patients/running-an-evaluation"," for the full walkthrough.",[613,737,739],{"id":738},"review-results-and-track-outcomes","Review results and track outcomes",[592,741,742,743,745,746,748],{},"After running evaluations, results appear in three places: the patient's chart (individual history), the ",[621,744,267],{}," page in the sidebar (aggregated across all patients), and any ",[621,747,174],{}," the patient belongs to.",[592,750,751,752,664],{},"Each result shows the evaluation name, score, priority level, submission date, and review status. Click a result to see the full response detail, and mark it as reviewed or reported once you've acted on it. See ",[641,753,233],{"href":754},"../patients/patient-results",[613,756,758],{"id":757},"schedule-recurring-assessments","Schedule recurring assessments",[592,760,761],{},"For ongoing monitoring, create a schedule that automatically sends evaluations to patients on a recurring basis. In a patient's chart or from a Care Panel, set up a schedule by choosing an evaluation, a frequency (daily, weekly, monthly, or custom), a delivery channel (email, text message, or patient portal), and a date range.",[592,763,764,765,768],{},"EVAL sends reminders automatically and tracks completion. See ",[641,766,192],{"href":767},"../care-panels/scheduling-assessments",".",[613,770,772],{"id":771},"set-up-a-care-panel","Set up a Care Panel",[592,774,775,776,779,780,782,783,786],{},"Once you have several patients to track, create a ",[621,777,778],{},"Care Panel"," to manage them as a group. Navigate to ",[621,781,174],{}," in the sidebar and click ",[621,784,785],{},"New Panel",". Add patients, assign evaluations, and configure alerts.",[592,788,789,790,793],{},"Care Panels give you a unified view of results, schedules, and patient status across your entire population — making it easier to triage urgent results and identify patients who need attention. See ",[641,791,174],{"href":792},"../care-panels"," for the complete guide.",[613,795,797],{"id":796},"connect-your-ehr-optional","Connect your EHR (optional)",[592,799,800],{},"If your organization uses Epic, Cerner, Athena, or another supported EHR system, connecting it to EVAL synchronizes patient demographics, enables SMART on FHIR app launch, and lets you push assessment results back to the clinical chart. EHR connections require an administrative role and are available on Clinical Team (as an add-on) and Enterprise plans.",[592,802,803,804,807],{},"See ",[641,805,362],{"href":806},"../integrations"," for setup instructions.",[809,810,811,812,768],"note",{},"This guide assumes you have a Starter, Clinical Team, or Enterprise account. If you're on the Researcher plan, you can explore the Marketplace and Builder, but patient management features (real patient charts, scheduling, Care Panels) require upgrading. See ",[641,813,27],{"href":814},"./account-types",{"title":816,"searchDepth":817,"depth":817,"links":818},"",2,[819,821,822,823,824,825,826,827,828],{"id":615,"depth":820,"text":616},3,{"id":647,"depth":820,"text":648},{"id":667,"depth":820,"text":668},{"id":696,"depth":820,"text":697},{"id":717,"depth":820,"text":718},{"id":738,"depth":820,"text":739},{"id":757,"depth":820,"text":758},{"id":771,"depth":820,"text":772},{"id":796,"depth":820,"text":797},"A step-by-step onboarding path for clinicians, nurses, and care coordinators — from first sign-in to managing a patient population in EVAL.","md",null,{"icon":833},"i-mdi-stethoscope",true,{"title":31,"description":829},"nIf2g_NDAsJYyL3tHrHuLo780uJxrxygbGPnu3nKg4k",[838,840],{"title":27,"path":28,"stem":29,"description":839,"children":-1},"Compare EVAL's Researcher, Starter, Clinical Team, and Enterprise plans to find the right fit for your organization's clinical and research needs.",{"title":35,"path":36,"stem":37,"description":841,"children":-1},"A step-by-step onboarding path for evaluation builders — from creating your first evaluation to publishing it on the Marketplace.",1776705239401]