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See ",[607,681,162],{"href":682},"../evaluations/revisions",[599,684,188],{"id":685},"managing-patients",[592,687,688],{},"These are the concepts you encounter when working with patient data, clinical workflows, and assessment delivery.",[592,690,691,694,695,698,699,610],{},[614,692,693],{},"Patient"," is a clinical record representing a real person (or a simulated test record). Each patient has an identity with demographics, a medical profile, and a chart containing all their evaluation results. You create and manage patients from the ",[607,696,220],{"href":697},"../patients"," page or within ",[607,700,702],{"href":701},"../patients/charts","patient charts",[592,704,705,708,709,610],{},[614,706,707],{},"Chart"," is the patient record workspace — the place where you view a patient's full history, run evaluations, and manage their clinical data. A chart has tabs for identity information, medical data, evaluation results, and portal connections. See ",[607,710,229],{"href":701},[592,712,713,716,717,610],{},[614,714,715],{},"Care Panel"," is a curated group of patients with shared management workflows. Care Panels are where clinical teams spend most of their time — triaging results, tracking outcomes, and coordinating care across a patient population. A panel can represent a clinic program, a research cohort, a care team's caseload, or any grouping that makes sense for your workflow. See ",[607,718,174],{"href":719},"../care-panels",[592,721,722,725,726,610],{},[614,723,724],{},"Schedule"," is a recurring or one-time assignment that delivers an evaluation to a patient on a defined timeline. Schedules specify which evaluation to send, how often, through which channel (email, text message, or patient portal), and for how long. See ",[607,727,192],{"href":728},"../care-panels/scheduling-assessments",[592,730,731,734,735,610],{},[614,732,733],{},"Intake"," is an evaluation delivered through a public link that doesn't require a patient account. Intakes are useful for initial patient enrollment, anonymous screening, or collecting data from people who aren't yet in your system. Respondents complete the evaluation through a shareable URL, and their responses can be matched to existing patient records or create new ones. See ",[607,736,208],{"href":737},"../care-panels/collecting-responses",[739,740,741],"tip",{},"The distinction between schedules and intakes is important: schedules are personalized (tied to a specific patient, sent on a timeline) while intakes are anonymous or semi-anonymous (open to anyone with the link). Most organizations use both — schedules for ongoing patient monitoring and intakes for initial enrollment or screening.",[599,743,745],{"id":744},"sharing-and-discovering-evaluations","Sharing and discovering evaluations",[592,747,748],{},"These concepts relate to how evaluations move between your personal workspace and the broader EVAL community.",[592,750,751,753,754,757,758,761,762,610],{},[614,752,69],{}," is your workspace for evaluations. EVAL has two library views: your ",[614,755,756],{},"Private Library"," contains evaluations you own or have been given access to, and the ",[614,759,760],{},"Shared Library"," contains evaluations available to everyone in your organization. See ",[607,763,69],{"href":623},[592,765,766,768,769,610],{},[614,767,47],{}," is the public catalog where organizations share evaluations with the broader EVAL community. You can browse validated clinical instruments, preview them, and add them to your library. If you've built evaluations that could benefit others, you can publish them to the Marketplace after a review process. See ",[607,770,47],{"href":771},"../marketplace",[592,773,774,777],{},[614,775,776],{},"Collection"," is a curated group of Marketplace evaluations organized around a theme or specialty — for example, \"Mental Health Essentials\" or \"Surgical Outcomes.\" Collections help you discover related evaluations without searching for each one individually.",[592,779,780,783],{},[614,781,782],{},"Attribution"," is the credit assigned to an evaluation's original authors. When you publish to the Marketplace, your organization and any listed authors are credited. When others use your evaluation, that attribution is preserved.",[599,785,328],{"id":786},"roles-and-permissions",[592,788,789,792,793,796,797,800,801,804,805,610],{},[614,790,791],{},"Security role"," determines what areas of EVAL you can access. There are three roles: ",[614,794,795],{},"Account Administrator"," (full access including billing), ",[614,798,799],{},"Account Maintenance"," (configuration access without billing), and ",[614,802,803],{},"Account User"," (clinical features only, no configuration access). Roles are assigned by your organization's administrator. See ",[607,806,328],{"href":807},"../account-administration/roles-and-permissions",[592,809,810,813,814,817,818,822,823,826],{},[614,811,812],{},"Sharing permissions"," on evaluations and Care Panels control who can view, edit, or manage specific items. These are separate from security roles — an Account User might have edit access to one Care Panel and view-only access to another. See ",[607,815,200],{"href":816},"../care-panels/panel-visibility"," and ",[607,819,821],{"href":820},"../care-panels/panel-roles-and-permissions","Panel roles"," for Care Panels or ",[607,824,166],{"href":825},"../evaluations/permissions"," for evaluations.",[828,829,830],"note",{},"Security roles control which sections of the platform you can access (like the Configuration sidebar). Sharing permissions control what you can do with specific items within those sections. Both work together to ensure the right people have the right access.",[599,832,834],{"id":833},"what-to-read-next","What to read next",[592,836,837,838,841,842,610],{},"Now that you know the vocabulary, explore how the platform is organized in ",[607,839,23],{"href":840},"./navigation",", or jump directly to the feature area that matches your goal from the ",[607,843,845],{"href":844},"../","documentation home page",{"title":847,"searchDepth":848,"depth":848,"links":849},"",2,[850,851,852,853,854],{"id":601,"depth":848,"text":602},{"id":685,"depth":848,"text":188},{"id":744,"depth":848,"text":745},{"id":786,"depth":848,"text":328},{"id":833,"depth":848,"text":834},"Learn the core vocabulary behind EVAL — evaluations, revisions, sections, questions, results, formulas, Care Panels, schedules, and more.","md",null,{"icon":859},"i-mdi-book-open-page-variant-outline",true,{"title":19,"description":855},"AD5eK55wiRADN55aBWZMvuozE0UOe3bf01cyieie8dg",[864,866],{"title":15,"path":16,"stem":17,"description":865,"children":-1},"EVAL is a no-code platform where healthcare teams build clinical evaluations, deliver assessments to patients, and track outcomes.",{"title":23,"path":24,"stem":25,"description":867,"children":-1},"Find your way around EVAL's sidebar navigation, top bar, avatar menu, and notification bell — a complete map of the clinician platform interface.",1776705239112]