Reference

Overview

Reference documentation for EVAL accounts, permissions, administration, security, and charts.

Reference Documentation

Use the reference section to find detailed information about EVAL platform features, configurations, and compliance standards. Each sub-page covers a specific area of the platform.

Available References

Account

Learn how EVAL accounts work for individuals, organizations, IT departments, and researchers. Find guidance on account creation, profile management, and account settings.

Permissions

Review the role-based permissions matrices for both account-level and evaluation-level access. Understand how each role maps to specific capabilities across the platform.

Administration

Configure and manage your EVAL organization. Cover topics including team member management, account settings, privacy configuration, billing, and member invitations.

Security and Privacy

Explore EVAL's data protection practices, including HIPAA and GDPR compliance, encryption standards, security frameworks, and organizational controls that safeguard your data.

Charts

Manage patients and administer evaluations within EVAL Charts. Learn how to create simulated or real patients, run evaluations, track progress, and integrate with EHR systems via SMART on FHIR.

EHR connection issues

Diagnose and resolve problems with EHR connections, patient synchronization failures, authentication errors, and SMART on FHIR launch issues.

Account

Manage your EVAL account settings, profile, and organization.