EVAL Health
Tutorials

Overview

End-to-end walkthroughs that teach you to build clinical evaluations, manage patient populations, and configure your organization in EVAL.

Tutorials walk you through complete, real-world workflows from start to finish. Unlike the feature documentation — which explains what each area does — tutorials tell a story: you have a goal, and each step moves you closer to achieving it.

Every tutorial states its prerequisites up front and links to the detailed documentation at each step, so you can dive deeper whenever you want. You don't need to complete the tutorials in order, but if you're brand new to EVAL, the PHQ-9 builder tutorial is the best place to start.

Choose a tutorial

Build a PHQ-9 screener

Create a complete depression screening evaluation from scratch — sections, questions, scoring formulas, and severity categories.

Set up a care panel

Create a panel for a patient population, add patients, schedule recurring assessments, and configure notifications.

Connect Epic to EVAL

Walk through the full Epic EHR integration — from creating the connection to importing patients and launching EVAL from Epic.

Create a scheduled assessment

Set up a recurring evaluation schedule for a patient and track completions through the Results page.

Onboard patients via the portal

Set up portal access for a patient, assign them a schedule, and follow the workflow through to their first completed evaluation.
If you've already completed the getting started guides and want to go deeper, tutorials are your next step. Each one builds something real that you can use with your actual patients afterward.

What you'll need

All tutorials assume you have an active EVAL account with at least the Account User role. Some tutorials require additional setup:

  • Build a PHQ-9 screener — No special prerequisites. Works on any plan, including Community.
  • Set up a care panel — Requires a Clinical Team or Enterprise plan. You'll need at least one patient record and one evaluation in your library.
  • Connect Epic to EVAL — Requires Account Administrator access and a Clinical Team or Enterprise plan with the EHR add-on. You'll also need your Epic instance's FHIR endpoint information from your IT team.
  • Create a scheduled assessment — Requires a Clinical Team or Enterprise plan with at least one patient and one evaluation in your library.
  • Onboard patients via the portal — Requires a Clinical Team or Enterprise plan with at least one patient record and one evaluation in your library.
Looking for a conceptual overview before diving into hands-on tutorials? Start with the Introduction section, which covers key concepts, navigation, and account types.

How tutorials are structured

Each tutorial follows a consistent format designed to get you to a working result as quickly as possible:

  1. Goal statement — What you'll build or accomplish, stated in one or two sentences at the top.
  2. Prerequisites — What you need before starting (account type, existing data, credentials).
  3. Time estimate — How long the tutorial takes for a first-time user.
  4. Step-by-step walkthrough — Every action documented in order, with links to the detailed feature documentation for context.
  5. What's next — Suggestions for extending what you've built or exploring related features.

Tutorials focus on the doing — they don't explain every configuration option or edge case. For that depth, follow the links to the feature documentation at each step.

More tutorials

The basic evaluation with visibility rules tutorial demonstrates a five-step development methodology using the URECA clinical decision support algorithm as a worked example. It covers component breakdown, process flow diagramming, peer review, building, and testing.

Tutorials vs. getting started guides

If you're wondering whether to start here or in the getting started guides — the getting started guides give you a quick tour of the platform with links to learn more. Tutorials go deeper: you build something real from start to finish, practicing the skills you'll use in your daily work. Think of getting started guides as orientation and tutorials as hands-on training.

Player Reference

How to navigate and interact with EVAL evaluations in Player mode.

101: Basic Evaluation with Visibility Rules

Build a clinical decision support evaluation using the URECA algorithm as a worked example.

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