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team needs to send them an invitation from this tab. The invitation goes out via email or text message, and the patient creates their own EVAL account by following the link. Once connected, the patient can independently complete scheduled evaluations and view their results — without needing to call the clinic or come in for every assessment.",[597,604,605],{},[606,607],"img",{"alt":608,"src":609},"Patient chart portal tab","/screenshots/charts/portal-tab-overview.png",[611,612,613],"tip",{},"Patients can still complete scheduled evaluations without a portal account — EVAL sends \"daily task\" links directly to their email or phone that work without any login. The Portal gives patients a richer experience: they can view past results, manage notification preferences, and complete evaluations on their own schedule.",[592,615,617],{"id":616},"sending-an-invitation","Sending an invitation",[597,619,620,621,625],{},"Click ",[622,623,624],"strong",{},"+ New"," at the top of the Portal tab to open the invitation dialog. 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Use this for caregivers or authorized representatives who should see the data without full control.",[597,670,620,671,674],{},[622,672,673],{},"Save"," to send the invitation. EVAL delivers an email or text message with a link for the patient to create their account.",[676,677,678],"note",{},"You cannot create a duplicate connection using the same email or phone number as an existing active connection. If the patient needs to reconnect, disconnect the old connection first.",[592,680,682],{"id":681},"understanding-connection-states","Understanding connection states",[597,684,685],{},"Each connection in the list goes through a lifecycle. The status badges and date columns tell you exactly where things stand:",[597,687,688,691,692,695],{},[622,689,690],{},"Pending invite."," The invitation has been sent but the patient hasn't accepted yet. The row shows the contact information (email or phone), an ",[622,693,694],{},"Invite"," badge, the permission level, the date the invite was sent, and when it expires. Pending invites have highlighted date badges so you can spot them quickly.",[597,697,698,701,702,639,704,707],{},[622,699,700],{},"Connected."," The patient accepted the invitation and created their account. The row now shows the patient's portal account name instead of just the contact information, along with a ",[622,703,661],{},[622,705,706],{},"Read Only Access"," badge, and both the invited and connected dates.",[597,709,710,713],{},[622,711,712],{},"Expired invite."," If the patient doesn't respond before the invitation expires, the dates appear in red. You can resend the invitation from the connection detail dialog.",[597,715,716,719,720,723],{},[622,717,718],{},"Disconnected."," A connection that was previously active but has been severed. Disconnected connections are hidden by default — click ",[622,721,722],{},"Show Disconnected"," at the bottom of the list to see them. Disconnection is permanent; to reconnect, you would create a new invitation.",[592,725,727],{"id":726},"managing-existing-connections","Managing existing connections",[597,729,730],{},"Click any connection in the list to open its detail dialog. What you can do depends on the connection's state:",[597,732,733,736],{},[622,734,735],{},"For pending invites",", you can change the permission level, resend the invitation (useful if the original expired or was missed), or delete the invitation entirely. Deletion is permanent and requires confirmation.",[597,738,739,742],{},[622,740,741],{},"For active connections",", you can change the permission level between Full Access and Read Only, resend the welcome message, or disconnect the patient. Disconnecting severs the link between the patient's portal account and this chart — the patient loses access to this provider's data.",[597,744,745,748],{},[622,746,747],{},"For disconnected connections",", the dialog is view-only. No further actions are available on disconnected connections.",[750,751,752],"warning",{},"Disconnecting a patient is permanent — you cannot reconnect the same portal account. If the patient needs access again, you'll need to send a new invitation and the patient will reconnect through the new link.",[592,754,756],{"id":755},"when-to-use-each-permission-level","When to use each permission level",[597,758,759,761],{},[622,760,661],{}," is right for most patients. They can complete evaluations, review their results, and manage their own portal preferences. This is the default when creating a new invitation.",[597,763,764,766],{},[622,765,667],{}," works well for authorized caregivers — a parent managing a child's evaluations, or a family member helping an elderly patient. They can see the patient's scheduled evaluations and past results but have limited administrative control.",[597,768,769,770,772],{},"You can change permissions at any time by clicking the connection and updating the ",[622,771,166],{}," dropdown. Changes take effect immediately.",[592,774,776],{"id":775},"getting-started","Getting started",[778,779,780,787],"card-group",{},[781,782,786],"card",{"icon":783,"title":784,"to":785},"i-mdi-card-account-details-outline","Patient identity","./patient-identity-tab","Manage patient demographics, contact information, and identifiers.",[781,788,791],{"icon":789,"title":233,"to":790},"i-mdi-clipboard-text-outline","./patient-results","View evaluation results and track patient progress over time.",{"title":793,"searchDepth":794,"depth":794,"links":795},"",2,[796,797,798,799,800,801],{"id":594,"depth":794,"text":595},{"id":616,"depth":794,"text":617},{"id":681,"depth":794,"text":682},{"id":726,"depth":794,"text":727},{"id":755,"depth":794,"text":756},{"id":775,"depth":794,"text":776},"Invite patients and caregivers to access the Patient Portal, manage connection permissions, and track invitation status.","md",null,{"icon":806},"i-mdi-account-key-outline",true,{"title":253,"description":802},"YjJL3j1UvkAi1_18wdRQ_ujCTwm6J938bExVASiVd-Q",[811,813],{"title":249,"path":250,"stem":251,"description":812,"children":-1},"View and manage a patient's profile, classification, addresses, contact information, insurance, and external identifiers on the Identity tab.",{"title":257,"path":258,"stem":259,"description":814,"children":-1},"Monitor all scheduled assessments across your organization with real-time status updates, filtering, and at-a-glance overdue tracking.",1776705272960]