Patients

Medical information

View and manage a patient's clinical data — diagnoses, medications, allergies, vitals, labs, procedures, and vital status — including EHR sync behavior.

What the Medical tab shows

The Medical tab is the clinical data layer of a patient's chart. It collects the information that gives context to evaluation results — diagnoses, medications, allergies, vital signs, lab values, procedures, and the patient's vital status (living or deceased). This is the tab you turn to when you need to understand a patient's clinical picture before interpreting a screening score or planning a follow-up.

The tab organizes data into eight sections, each displayed as a group of cards:

Vital Status — Whether the patient is living or deceased, with a last-updated timestamp.
Panels — Which care panels the patient belongs to.
Diagnoses — Active and historical diagnoses.
Medications — Current and past medications with dosage and instructions.
Allergies — Known allergies and sensitivities.
Vitals — Vital sign measurements grouped by type (e.g., blood pressure, heart rate).
Labs — Laboratory results grouped by test type.
Procedures — Medical procedures with status and outcome tracking.

Charts — Medical Tab Overview

Most EVAL users focus on the Results tab for day-to-day evaluation work. The Medical tab is primarily useful when your organization connects EVAL to an EHR, when you need clinical context alongside evaluation scores, or when you manually track medical data for patients outside an EHR workflow.

How data gets here

Medical data enters the Medical tab in two ways:

Manual entry. Click the + button on any section to add a record. Each section opens a dialog with fields specific to that data type — for example, medications include dosage and instructions, while diagnoses ask for a status like Active or Resolved. You choose a medical coding system (ICD-10, RXNORM, LOINC, or others depending on the data type) and search for the appropriate code.

EHR synchronization. If your organization has connected EVAL to an electronic health record system, medical data syncs automatically when a patient's chart is opened from the EHR. A banner at the top of the Medical tab shows the connected EHR name, when data was last updated, and a Refresh button to pull the latest records on demand. EHR-sourced records are read-only — you can view them but cannot edit or delete them.

When a patient has an EHR connection, the + buttons for adding new records are hidden, and the edit/delete menus on existing records are disabled. All medical data management happens in the source EHR, and EVAL reflects those records.

Adding and editing records

If a section has no records yet, it displays an empty state with a prompt to add your first entry. Sections with no data still appear on the page so you always know what types of clinical information you can track.

For manually managed patients (those without an EHR connection), adding a record follows the same pattern across all sections:

Click the + button next to the section heading.
A dialog opens with a coding system selector at the top and fields relevant to that data type.
Choose your coding system, search for the appropriate code, fill in the remaining fields, and click Save.

To edit an existing record, click the ⋯ menu on the card and select Edit. The same dialog opens with the record's current values pre-filled. To remove a record, choose Delete from the same menu.

Coding systems

Each data type supports multiple medical coding vocabularies. When you add a record, tabs in the dialog header let you switch between coding systems:

Diagnoses — ICD-10 or SNOMED CT
Medications — RXNORM or SNOMED CT
Allergies — ICD-10 or SNOMED CT
Vitals and Labs — LOINC
Procedures — HCPCS, CPT, SNOMED CT, or ICD-10

Every data type also offers a free-text option for codes not found in the standard vocabularies. Selecting a standard coding system gives you a searchable lookup — type a few characters and EVAL queries the relevant code database to show matching results.

If your organization uses a single coding standard (say, ICD-10 for diagnoses), the dialog remembers your last-used coding system. You won't need to switch tabs each time you add a record.

Vital Status

The Vital Status section at the top of the Medical tab is different from the others — it's a single record, not a list. It shows whether the patient is Living or Deceased, along with a last-updated date. Click the ⋯ menu to edit this status. There is no delete option since every patient has a vital status.

Panels

The Panels section shows which care panels the patient belongs to. Each card displays the panel name and whether it's Shared (visible to the whole account) or Private (visible only to you).

Click the + button to search for an existing care panel and add this patient to it. To remove the patient from a panel, click the ⋯ menu on the panel card and select Delete. The default All Patients panel cannot be removed — every patient belongs to it automatically.

Adding or removing a patient from a care panel here has the same effect as managing patients from the care panel's Patients tab. Changes sync immediately in both directions.

Vitals and Labs

Vitals and Labs work differently from the other sections. Instead of individual cards with edit/delete menus, records are grouped by measurement type. Each card shows the measurement name, its code, and a list of readings with values and timestamps.

Click a card to open a detail view showing all readings for that measurement. From there, you can click into an individual reading to edit it or add a new reading to the group. This grouping makes it easy to track a value over time — for example, seeing a patient's blood pressure readings across multiple visits.

For details on what each data type tracks and the fields available when adding records, see Medical data types.

Getting started

Medical data types

Reference for each data type — fields, statuses, and coding systems.

Reviewing results

Return to the Results tab for evaluation scores and progress tracking.

Running an evaluation

Administer an assessment in a patient's chart, complete questions, save the result with optional signing, and manage completed results.

Medical data types

Reference for each medical data type — diagnoses, medications, allergies, vitals, labs, and procedures — including fields, statuses, and coding systems.