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This classification determines how EVAL handles the record:",[615,705,706,712],{},[618,707,708,711],{},[621,709,710],{},"Real patients"," represent actual people. Their records contain genuine demographic information and are subject to privacy protections.",[618,713,714,717],{},[621,715,716],{},"Simulated patients"," are system-generated records used for testing, training, and demonstration. EVAL generates a fictional name and birth date based on the age range you select.",[597,719,720,721,723],{},"Click the ",[621,722,681],{}," menu on the Classification card to switch between classifications. The card also shows when the classification was last updated.",[725,726,727],"warning",{},"Changing a real patient to simulated (or vice versa) does not affect any evaluation results already recorded for that patient. Consider the implications before reclassifying — simulated patients may be treated differently in reporting and data exports.",[592,729,635],{"id":730},"identifiers",[597,732,733,734,737],{},"Identifiers connect a patient's EVAL record to external systems. Click the ",[621,735,736],{},"+"," button to add an identifier. Each identifier has a type and a value:",[615,739,740,746],{},[618,741,742,745],{},[621,743,744],{},"Medical Record Number (MRN)"," — The patient's record number in your clinic's primary system. This is the most common identifier type and is essential for EHR integrations.",[618,747,748,751],{},[621,749,750],{},"External Key"," — A generic identifier for linking to other systems, research databases, or custom integrations.",[597,753,754,755,757,758,760,761,764],{},"To edit or remove an identifier, click the ",[621,756,681],{}," menu on its card and choose ",[621,759,685],{}," or ",[621,762,763],{},"Delete",". Deleting an identifier asks for confirmation before removing it. If your organization uses an EHR integration, adding the patient's MRN is what allows EVAL to match records between systems.",[592,766,641],{"id":767},"addresses",[597,769,770,771,773],{},"The Addresses section stores physical locations for the patient. Click ",[621,772,736],{}," to add an address. Each address includes a type (Home or Mailing), street lines, city, postal code, state or province, and country. Country is the only required field — all others are optional, so you can record as much or as little location detail as you have.",[597,775,776,777,779],{},"Existing addresses can be edited or deleted from the ",[621,778,681],{}," menu on each card.",[592,781,647],{"id":782},"communication",[597,784,785,786,788],{},"Communication cards hold the patient's contact information. Click ",[621,787,736],{}," to add a new contact method. The available types are:",[615,790,791,797,803,809,815],{},[618,792,793,796],{},[621,794,795],{},"Phone"," — Landline number, formatted automatically.",[618,798,799,802],{},[621,800,801],{},"Mobile Phone"," — Cell number, also formatted automatically.",[618,804,805,808],{},[621,806,807],{},"Email"," — Validated for email format.",[618,810,811,814],{},[621,812,813],{},"WhatsApp"," — A WhatsApp-compatible number.",[618,816,817,820],{},[621,818,819],{},"Other"," — Any other contact method.",[597,822,823,824,826],{},"Each card displays the contact type and value, with a copy-to-clipboard icon for quick access. Edit or remove entries from the ",[621,825,681],{}," menu.",[828,829,830,831,835],"note",{},"Communication entries are used by EVAL's scheduling and notification features. When you ",[601,832,834],{"href":833},"../care-panels/scheduling-assessments","schedule an assessment"," with email or SMS delivery, EVAL pulls the recipient's contact information from these records.",[592,837,653],{"id":838},"insurance",[597,840,841],{},"The Insurance section stores the patient's health plan coverage. Each card records the insurance carrier name, policy number, group number, member ID, and the plan holder's name, birth date, and relationship to the patient. A patient can have more than one active plan on file — a primary and a secondary, for example — and each one appears as its own card.",[597,843,844,845,847,848,850],{},"Click ",[621,846,736],{}," to add a coverage record. Existing entries can be edited or deleted from the ",[621,849,681],{}," menu on each card, with a confirmation step before any deletion.",[597,852,853,854,858],{},"Coverage also arrives automatically from evaluations. When a patient completes a form that includes an ",[601,855,857],{"href":856},"../builder/question-types#insurance-plan","Insurance Plan question"," linked to the patient chart, the submitted insurance is added here as a new entry. These submissions are additive — existing records are never overwritten, so you can review and remove outdated entries if a patient resubmits their insurance with a correction.",[592,860,862],{"id":861},"ehr-connected-patients","EHR-connected patients",[597,864,865,866,868,869,871],{},"When a patient's record originates from an EHR integration, the Identity tab behaves differently. All sections become read-only — you can view the patient's demographics, identifiers, addresses, communication entries, and insurance, but the ",[621,867,736],{}," buttons and ",[621,870,681],{}," edit menus are hidden. Changes to these records must be made in the source EHR, and EVAL reflects those updates on the next sync.",[597,873,874,875,878],{},"A banner at the top of the tab shows which EHR system the patient is connected to, when data was last refreshed, and a ",[621,876,877],{},"Refresh"," button to pull the latest information on demand.",[592,880,660],{"id":881},"danger-zone",[597,883,884,885,888,889,892],{},"At the bottom of the Identity tab, the Danger Zone section lets you schedule a patient record for deletion. EVAL uses a ",[621,886,887],{},"soft-delete model"," — clicking ",[621,890,891],{},"Schedule Delete"," does not remove the record immediately. Instead, the patient is hidden from your active patient list and permanently deleted after 30 days.",[597,894,895],{},"Deleting a patient requires typing the confirmation phrase \"delete patient\" before the action proceeds. This safeguard prevents accidental deletions.",[597,897,898,899,902],{},"If a patient has been scheduled for deletion, the Danger Zone changes to show the number of days remaining before permanent removal and a ",[621,900,901],{},"Restore"," link to cancel the deletion and bring the patient back to your active list.",[904,905,906],"caution",{},"Once the 30-day grace period expires, the patient record and all associated data are permanently removed and cannot be recovered. If you're unsure, restore the patient first and verify before scheduling deletion again.",[592,908,910],{"id":909},"getting-started","Getting started",[912,913,914,920],"card-group",{},[915,916,919],"card",{"icon":917,"title":188,"to":918},"i-mdi-account-multiple-outline","./managing-patients","Create new patients, import from your EHR, and manage deleted records.",[915,921,923],{"icon":922,"title":241,"to":608},"i-mdi-medical-bag","View and manage diagnoses, medications, allergies, vitals, labs, and procedures.",{"title":925,"searchDepth":926,"depth":926,"links":927},"",2,[928,929,930,931,932,933,934,935,936,937],{"id":594,"depth":926,"text":595},{"id":675,"depth":926,"text":623},{"id":692,"depth":926,"text":629},{"id":730,"depth":926,"text":635},{"id":767,"depth":926,"text":641},{"id":782,"depth":926,"text":647},{"id":838,"depth":926,"text":653},{"id":861,"depth":926,"text":862},{"id":881,"depth":926,"text":660},{"id":909,"depth":926,"text":910},"View and manage a patient's profile, classification, addresses, contact information, insurance, and external identifiers on the Identity tab.","md",null,{"icon":942},"i-mdi-card-account-details-outline",true,{"title":249,"description":938},"NxLCSsiZMz3qDPu_8ItpFUlVMbqyVLxV4uJe4tZ2cgA",[947,949],{"title":245,"path":246,"stem":247,"description":948,"children":-1},"Reference for each medical data type — diagnoses, medications, allergies, vitals, labs, and procedures — including fields, statuses, and coding systems.",{"title":253,"path":254,"stem":255,"description":950,"children":-1},"Invite patients and caregivers to access the Patient Portal, manage connection permissions, and track invitation status.",1776705262744]