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When they've answered all required questions, they submit the evaluation.",[610,655,657],{"id":656},"results-appear-in-your-workflow","Results appear in your workflow",[592,659,660],{},"The completed result appears immediately — in real time — in several places across the clinician platform:",[662,663,664,673,680,688],"ul",{},[665,666,667,668,672],"li",{},"The patient's ",[618,669,671],{"href":670},"../patients/patient-results","chart Results tab",", where it joins their full evaluation history",[665,674,675,676,679],{},"Any ",[618,677,621],{"href":678},"../care-panels/tracking-results"," the patient belongs to, with priority and status indicators",[665,681,682,683,687],{},"The organization-wide ",[618,684,686],{"href":685},"../results","Results page",", where your team can triage across all patients",[665,689,690,694],{},[618,691,693],{"href":692},"../care-panels/notifications-and-alerts","Notification emails",", if you've configured alert rules on the patient's Care Panel",[610,696,698],{"id":697},"review-triage-and-follow-up","Review, triage, and follow up",[592,700,701],{},"Open the result to review the patient's responses, check calculated scores, and update the priority and status. Add comments for your team, sign and lock the result if needed, or schedule the next assessment based on the outcome.",[599,703,705],{"id":704},"common-use-cases","Common use cases",[610,707,709],{"id":708},"intake-forms-for-new-patients","Intake forms for new patients",[592,711,712],{},"Use EVAL to collect structured intake information from patients before their first appointment. Create an evaluation with your intake questions — demographics, medical history, reason for visit, consent forms — and schedule it as a one-time assessment.",[592,714,715],{},[716,717,718],"strong",{},"How to set it up:",[662,720,721,728,735],{},[665,722,723,724,727],{},"Create a ",[618,725,621],{"href":726},"../care-panels/creating-and-configuring"," for your intake workflow (e.g., \"New Patient Intake\")",[665,729,730,731,734],{},"Add the patient and ",[618,732,733],{"href":620},"schedule"," the intake evaluation as a one-time delivery",[665,736,737],{},"The patient receives an email or SMS with a task link, completes the form on their own device, and the results appear in your panel before the appointment",[739,740,741,742,746],"tip",{},"For walk-in clinics or situations where patients don't have appointments yet, use a ",[618,743,745],{"href":744},"./public-intakes","public intake"," instead. Place a QR code in your waiting room, and patients complete the intake form on their phone without needing a patient record in EVAL first.",[610,748,750],{"id":749},"post-visit-follow-up-questionnaires","Post-visit follow-up questionnaires",[592,752,753],{},"After a procedure, appointment, or treatment change, follow-up evaluations help you track recovery and catch complications early. EVAL can automate this process so your team doesn't have to remember to call each patient.",[592,755,756],{},[716,757,718],{},[662,759,760,763,766],{},[665,761,762],{},"Schedule a one-time evaluation to be delivered a set number of days after the visit (e.g., 7 days post-op)",[665,764,765],{},"Choose SMS or email delivery — patients receive the link and complete the questionnaire at home",[665,767,768,769,772],{},"Configure ",[618,770,771],{"href":692},"notification rules"," on your Care Panel so that critical or urgent results trigger an immediate email to the responsible clinician",[610,774,776],{"id":775},"pre-visit-questionnaires","Pre-visit questionnaires",[592,778,779],{},"Collect information before the patient arrives so the provider can review it during the appointment. Pre-visit questionnaires save chair time, surface concerns the patient might not raise on their own, and give clinicians a structured starting point for the conversation.",[592,781,782],{},[716,783,718],{},[662,785,786,789,792],{},[665,787,788],{},"Schedule the evaluation to be delivered 1–3 days before the appointment",[665,790,791],{},"The patient completes it at home and the results are ready in the chart by the time they arrive",[665,793,794,795,799],{},"Use ",[618,796,798],{"href":797},"../care-panels/tracking-results#priority-levels","priority levels"," in your scoring logic to flag responses that need attention — the provider sees these highlighted in the Care Panel's Urgent summary card",[610,801,803],{"id":802},"routine-scheduled-mental-health-assessments","Routine scheduled mental health assessments",[592,805,806],{},"For ongoing monitoring — depression screening, anxiety tracking, substance use check-ins — EVAL's recurring schedules automate the cadence so assessments happen consistently without manual follow-up from your team.",[592,808,809],{},[716,810,718],{},[662,812,813,816,822,825],{},[665,814,815],{},"Add the patient to a Care Panel for the program (e.g., \"Behavioral Health Monitoring\")",[665,817,818,821],{},[618,819,820],{"href":620},"Schedule"," the evaluation (e.g., PHQ-9) on a recurring basis — weekly, biweekly, or monthly",[665,823,824],{},"Patients receive the evaluation automatically on the scheduled date and complete it through the portal or a task link",[665,826,827,828,830],{},"Track trends over time in the patient's ",[618,829,626],{"href":670},", where results appear chronologically with scores and priority indicators",[739,832,833,834,836],{},"For recurring assessments, set up ",[618,835,771],{"href":692}," that alert your team when a score crosses a clinical threshold — for example, when a PHQ-9 score moves from mild to moderate. This way, your team only needs to intervene when something changes, rather than reviewing every routine result.",[599,838,840],{"id":839},"choosing-the-right-delivery-method","Choosing the right delivery method",[592,842,843],{},"EVAL offers three ways to get evaluations to patients. The right choice depends on whether the patient has a portal account and how much ongoing interaction you expect.",[592,845,846,849],{},[716,847,848],{},"Portal account with scheduled delivery"," works best for patients in ongoing care — regular monitoring programs, chronic condition management, or longitudinal research studies. The patient logs into the portal, sees all pending evaluations in one place, and can review their own results over time.",[592,851,852,854],{},[716,853,298],{}," are ideal for patients who don't need a full portal account, or for one-time assessments where the overhead of account setup isn't worth it. Each task link is a secure, single-use URL that opens one specific evaluation. No login required.",[592,856,857,859],{},[716,858,302],{}," work for anonymous or first-contact scenarios — waiting room screens, community outreach events, or research enrollment. Anyone with the link can complete the evaluation, and EVAL can optionally create a patient record from their responses.",[592,861,862,863,865,866,868,869,871],{},"For details on configuring each method, see ",[618,864,298],{"href":637},", ",[618,867,302],{"href":744},", and ",[618,870,192],{"href":620},".",[599,873,875],{"id":874},"related-pages","Related pages",[877,878,879,884,888],"card-group",{},[880,881,883],"card",{"icon":882,"title":192,"to":620},"i-mdi-calendar-clock-outline","Configure recurring and one-time evaluation delivery from Care Panels.",[880,885,887],{"icon":886,"title":298,"to":637},"i-mdi-link-variant","Secure, token-based URLs for completing evaluations without a portal login.",[880,889,891],{"icon":890,"title":212,"to":692},"i-mdi-bell-outline","Set up email alerts for critical results and status changes.",{"title":893,"searchDepth":894,"depth":894,"links":895},"",2,[896,904,910,911],{"id":601,"depth":894,"text":602,"children":897},[898,900,901,902,903],{"id":612,"depth":899,"text":613},3,{"id":630,"depth":899,"text":631},{"id":642,"depth":899,"text":643},{"id":656,"depth":899,"text":657},{"id":697,"depth":899,"text":698},{"id":704,"depth":894,"text":705,"children":905},[906,907,908,909],{"id":708,"depth":899,"text":709},{"id":749,"depth":899,"text":750},{"id":775,"depth":899,"text":776},{"id":802,"depth":899,"text":803},{"id":839,"depth":894,"text":840},{"id":874,"depth":894,"text":875},"Understand the end-to-end workflow for delivering evaluations through the Patient Portal, from scheduling assessments to reviewing completed results.","md",null,{"icon":916},"i-mdi-account-arrow-right-outline",true,{"title":310,"description":912},"D-Ch5PLqMubXK0x_dmfBM65DTmOXKTn7WJIn7gU7spA",[921,923],{"title":306,"path":307,"stem":308,"description":922,"children":-1},"Manage your patient profile, photo, password, and healthcare provider connections from the My Account page in the Patient Portal.",{"title":314,"path":315,"stem":316,"description":924,"children":-1},"Manage your organization's profile, team members, roles, and configuration settings from the CONFIGURATION section of the sidebar.",1776705278511]