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From there you can review submitted results, edit the schedule, or follow up with the patient.",[615,707,709],{"id":708},"searching-and-filtering","Searching and filtering",[593,711,712],{},"A search bar at the top of the page lets you find schedules by patient name. Type any part of the patient's first or last name and the list filters automatically.",[593,714,715,716,719],{},"For more targeted views, open the ",[600,717,718],{},"Filter"," drawer to narrow the list by:",[664,721,722,728,734],{},[667,723,724,727],{},[600,725,726],{},"Status"," — show only Active, Overdue, Completed, or Canceled schedules",[667,729,730,733],{},[600,731,732],{},"Date range"," — limit to schedules due within a specific timeframe",[667,735,736,738],{},[600,737,683],{}," — focus on a particular assessment across all patients",[740,741,742,743,746,747,606],"note",{},"The Schedules page shows schedules from all Care Panels in your organization. If you need to see schedules for just one panel, navigate to that panel and use its ",[600,744,745],{},"Schedule"," tab instead. For details on how scheduling works within panels, see ",[748,749,192],"a",{"href":750},"../care-panels/scheduling-assessments",[615,752,754],{"id":753},"creating-a-schedule","Creating a schedule",[593,756,757,758,761],{},"Click ",[600,759,760],{},"+ New Schedule"," to set up a new assessment schedule. The dialog walks you through a multi-step process:",[763,764,765,770,773,777,780,784],"steps",{},[766,767,769],"h3",{"id":768},"select-a-patient","Select a patient",[593,771,772],{},"Search for an existing patient, or create a new one if they're not in the system yet.",[766,774,776],{"id":775},"choose-an-evaluation","Choose an evaluation",[593,778,779],{},"Pick which assessment to schedule from your Library. You'll see all evaluations available to your account.",[766,781,783],{"id":782},"configure-the-schedule","Configure the schedule",[593,785,786,787,790],{},"Set the frequency, repetition pattern, end conditions, communication method, and optional patient instructions. See ",[748,788,263],{"href":789},"./creating-schedules"," for full details on every option.",[615,792,794],{"id":793},"real-time-updates","Real-time updates",[593,796,797],{},"The Schedules page uses live server-sent events (SSE) to keep your view current. When a patient completes an assessment, the status counts and schedule list update automatically — no need to refresh. This is especially valuable for clinic coordinators monitoring multiple patients throughout the day.",[615,799,801],{"id":800},"getting-started","Getting started",[803,804,805,810],"card-group",{},[806,807,809],"card",{"icon":808,"title":263,"to":789},"i-mdi-calendar-edit-outline","Learn how to configure frequency, repetition, end conditions, and notifications for scheduled assessments.",[806,811,814],{"icon":812,"title":813,"to":750},"i-mdi-view-dashboard-outline","Scheduling within Care Panels","Set up schedules from within a specific Care Panel.",{"title":816,"searchDepth":817,"depth":817,"links":818},"",2,[819,820,821,822,828,829],{"id":617,"depth":817,"text":618},{"id":658,"depth":817,"text":659},{"id":708,"depth":817,"text":709},{"id":753,"depth":817,"text":754,"children":823},[824,826,827],{"id":768,"depth":825,"text":769},3,{"id":775,"depth":825,"text":776},{"id":782,"depth":825,"text":783},{"id":793,"depth":817,"text":794},{"id":800,"depth":817,"text":801},"Monitor all scheduled assessments across your organization with real-time status updates, filtering, and at-a-glance overdue tracking.","md",null,{"icon":834},"i-mdi-calendar-clock-outline",{"title":257},{"title":588,"description":830},"DPAY10cbffhhOEKK-EXWd7yD8-1IMALhLXA1MBjEWGY",[839,841],{"title":253,"path":254,"stem":255,"description":840,"children":-1},"Invite patients and caregivers to access the Patient Portal, manage connection permissions, and track invitation status.",{"title":263,"path":264,"stem":265,"description":842,"children":-1},"Configure assessment frequency, repetition patterns, end conditions, and patient communication for scheduled evaluations in EVAL.",1776705255186]