Completing an evaluation

When a patient opens an evaluation from the Today dashboard, a schedule, or a task link, the evaluation player takes over the screen. The player presents questions one section at a time, tracks progress, and handles submission — all within a focused interface designed to minimize distractions.

The patient experience is simpler than the clinician's evaluation player. There are no assignment fields, no priority settings, and no clinical notes — just the questions, a progress tracker, and a save button.

The player interface

The evaluation player has three main areas:

Header

The top of the page shows the evaluation name, a brief description (if the evaluation builder included one), and the healthcare provider's name and logo. This helps patients confirm they're completing the right assessment, especially when they have multiple evaluations from different providers.

A Save button in the top-right corner submits the evaluation at any time. The button is always visible, so patients can save partial progress or submit when they've answered all questions.

Question area

The center of the page displays questions one section at a time. Each question shows its text, any required-field indicators (a red asterisk), and the appropriate input control — radio buttons for single-choice questions, checkboxes for multiple-choice, text fields for open-ended responses, number inputs for numeric values, and date pickers for dates.

Patients answer questions by selecting choices or typing responses. The interface is responsive and works on both desktop and mobile devices, so patients can complete evaluations from their phone, tablet, or computer.

When the patient is signed in to the portal, any questions that cover identity or insurance — name, date of birth, address, phone, email, insurance carrier, and policy — arrive with their information already filled in from their chart. The patient can edit any of these fields freely before submitting. Public intakes completed without signing in start with an empty form.

Progress panel

A panel on the right side shows completion progress as a percentage bar (0% to 100%) along with a table of contents listing each question. This lets patients see how far along they are and jump to specific questions if needed. A Reset button clears all answers, returning the evaluation to its initial state.

Navigating between sections

Navigation buttons at the bottom of the question area let patients move through the evaluation:

Back returns to the previous section or, if the patient is on the first section, back to the page they came from (usually the Today dashboard).

View Result advances to the next section. This button is greyed out until the current section's required questions are answered. Once all sections are complete, it shows a preview of the result before final submission.

For evaluations with multiple sections, the patient works through them sequentially. The progress bar updates after each section, giving continuous feedback on how much remains. Single-section evaluations skip this navigation entirely — the patient sees all questions at once and can save immediately.

Saving and submitting

Clicking Save submits the evaluation result to the healthcare provider. The result immediately appears in the clinician platform — on the patient's chart, in any associated care panel, and on the Results page. The patient sees a confirmation and is returned to the Today dashboard, where the completed slot is checked off.

What happens after submission

After saving, the result is permanently recorded. The patient can view it later on their Results page, and the clinician sees it in the patient's chart. If the evaluation was part of a schedule, the schedule's completion count increments automatically, and any notification rules configured by the clinician fire based on the result's scores.

The patient cannot edit a submitted result. If they need to change their answers, they would need to complete the evaluation again as a new submission. This creates a clear audit trail — each submission represents a distinct point-in-time snapshot.

Differences from the clinician player

The patient evaluation player is a simplified version of the same player clinicians use in the Charts section. Key differences:

• No clinical metadata — Patients don't see priority, status, assignment, or signature fields. These are clinician-only concepts.
• No comments — The comment thread visible to clinicians doesn't appear in the patient player.
• No history tab — Patients see only the current evaluation, not the full audit trail of edits and status changes.
• Auto-save context — When started from a schedule, the result is automatically linked to that schedule for completion tracking.