[{"data":1,"prerenderedAt":860},["ShallowReactive",2],{"navigation_docs":3,"-docs-tutorials-onboard-patients-via-portal":586,"-docs-tutorials-onboard-patients-via-portal-surround":855},[4,8,46,68,82,148,173,219,256,266,276,313,347,361,379,437,467,481,543,581],{"title":5,"path":6,"stem":7},"Learn EVAL","/docs","docs/0.index",{"title":9,"path":10,"stem":11,"children":12},"Introduction","/docs/introduction","docs/01.introduction/0.index",[13,14,18,22,26,30,34,38,42],{"title":9,"path":10,"stem":11},{"title":15,"path":16,"stem":17},"What is EVAL Health","/docs/introduction/what-is-eval","docs/01.introduction/1.what-is-eval",{"title":19,"path":20,"stem":21},"Key concepts","/docs/introduction/key-concepts","docs/01.introduction/2.key-concepts",{"title":23,"path":24,"stem":25},"Navigating EVAL","/docs/introduction/navigation","docs/01.introduction/3.navigation",{"title":27,"path":28,"stem":29},"Account types and plans","/docs/introduction/account-types","docs/01.introduction/4.account-types",{"title":31,"path":32,"stem":33},"Getting started: clinical providers","/docs/introduction/getting-started-clinician","docs/01.introduction/5.getting-started-clinician",{"title":35,"path":36,"stem":37},"Getting started: building evaluations","/docs/introduction/getting-started-builder","docs/01.introduction/6.getting-started-builder",{"title":39,"path":40,"stem":41},"Getting started: administrators","/docs/introduction/getting-started-admin","docs/01.introduction/7.getting-started-admin",{"title":43,"path":44,"stem":45},"Getting started: patient portal","/docs/introduction/getting-started-patient","docs/01.introduction/8.getting-started-patient",{"title":47,"path":48,"stem":49,"children":50},"Marketplace","/docs/marketplace","docs/02.marketplace/0.index",[51,52,56,60,64],{"title":47,"path":48,"stem":49},{"title":53,"path":54,"stem":55},"Browsing the Marketplace","/docs/marketplace/browsing","docs/02.marketplace/1.browsing",{"title":57,"path":58,"stem":59},"Search","/docs/marketplace/search","docs/02.marketplace/2.search",{"title":61,"path":62,"stem":63},"Collections","/docs/marketplace/collections","docs/02.marketplace/3.collections",{"title":65,"path":66,"stem":67},"Evaluation preview","/docs/marketplace/evaluation-preview","docs/02.marketplace/4.evaluation-preview",{"title":69,"path":70,"stem":71,"children":72},"Library","/docs/library","docs/03.library/0.index",[73,74,78],{"title":69,"path":70,"stem":71},{"title":75,"path":76,"stem":77},"Folders","/docs/library/folders","docs/03.library/1.folders",{"title":79,"path":80,"stem":81},"Folder permissions","/docs/library/permissions","docs/03.library/2.permissions",{"title":83,"path":84,"stem":85,"children":86},"Builder","/docs/builder","docs/04.builder/0.index",[87,88,92,96,100,104,108,112,116,120,124,128,132,136,140,144],{"title":83,"path":84,"stem":85},{"title":89,"path":90,"stem":91},"General tab","/docs/builder/general-tab","docs/04.builder/01.general-tab",{"title":93,"path":94,"stem":95},"Content tab","/docs/builder/content-tab","docs/04.builder/02.content-tab",{"title":97,"path":98,"stem":99},"Sections","/docs/builder/sections","docs/04.builder/03.sections",{"title":101,"path":102,"stem":103},"Questions","/docs/builder/questions","docs/04.builder/04.questions",{"title":105,"path":106,"stem":107},"Question types","/docs/builder/question-types","docs/04.builder/05.question-types",{"title":109,"path":110,"stem":111},"Results and scoring","/docs/builder/results","docs/04.builder/06.results",{"title":113,"path":114,"stem":115},"Formula editor","/docs/builder/formula-editor","docs/04.builder/07.formula-editor",{"title":117,"path":118,"stem":119},"Scenario testing","/docs/builder/scenario-testing","docs/04.builder/08.scenario-testing",{"title":121,"path":122,"stem":123},"Visibility rules","/docs/builder/visibility-rules","docs/04.builder/09.visibility-rules",{"title":125,"path":126,"stem":127},"Publishing","/docs/builder/publishing","docs/04.builder/10.publishing",{"title":129,"path":130,"stem":131},"Evaluations","/docs/builder/evaluations","docs/04.builder/11.evaluations",{"title":133,"path":134,"stem":135},"Media","/docs/builder/media","docs/04.builder/12.media",{"title":137,"path":138,"stem":139},"Error resolution","/docs/builder/error-resolution","docs/04.builder/13.error-resolution",{"title":141,"path":142,"stem":143},"AI Builder","/docs/builder/ai-builder","docs/04.builder/14.ai-builder",{"title":145,"path":146,"stem":147},"Embedded evaluations","/docs/builder/embedded-evaluations","docs/04.builder/15.embedded-evaluations",{"title":129,"path":149,"stem":150,"children":151},"/docs/evaluations","docs/05.evaluations/0.index",[152,153,157,161,165,169],{"title":129,"path":149,"stem":150},{"title":154,"path":155,"stem":156},"The Player","/docs/evaluations/player","docs/05.evaluations/1.player",{"title":158,"path":159,"stem":160},"About page","/docs/evaluations/about","docs/05.evaluations/2.about",{"title":162,"path":163,"stem":164},"Revisions","/docs/evaluations/revisions","docs/05.evaluations/3.revisions",{"title":166,"path":167,"stem":168},"Permissions","/docs/evaluations/permissions","docs/05.evaluations/4.permissions",{"title":170,"path":171,"stem":172},"Actions and sharing","/docs/evaluations/menu-options","docs/05.evaluations/5.menu-options",{"title":174,"path":175,"stem":176,"children":177},"Care Panels","/docs/care-panels","docs/06.care-panels/0.index",[178,179,183,187,191,195,199,203,207,211,215],{"title":174,"path":175,"stem":176},{"title":180,"path":181,"stem":182},"Creating and configuring panels","/docs/care-panels/creating-and-configuring","docs/06.care-panels/01.creating-and-configuring",{"title":184,"path":185,"stem":186},"Tracking results","/docs/care-panels/tracking-results","docs/06.care-panels/02.tracking-results",{"title":188,"path":189,"stem":190},"Managing patients","/docs/care-panels/managing-patients","docs/06.care-panels/03.managing-patients",{"title":192,"path":193,"stem":194},"Scheduling assessments","/docs/care-panels/scheduling-assessments","docs/06.care-panels/04.scheduling-assessments",{"title":196,"path":197,"stem":198},"Filtering and exporting data","/docs/care-panels/filters-and-export","docs/06.care-panels/05.filters-and-export",{"title":200,"path":201,"stem":202},"Panel visibility","/docs/care-panels/panel-visibility","docs/06.care-panels/06.panel-visibility",{"title":204,"path":205,"stem":206},"Panel roles and permissions","/docs/care-panels/panel-roles-and-permissions","docs/06.care-panels/07.panel-roles-and-permissions",{"title":208,"path":209,"stem":210},"Collecting responses with public intakes","/docs/care-panels/collecting-responses","docs/06.care-panels/08.collecting-responses",{"title":212,"path":213,"stem":214},"Notifications and alerts","/docs/care-panels/notifications-and-alerts","docs/06.care-panels/09.notifications-and-alerts",{"title":216,"path":217,"stem":218},"Common workflows","/docs/care-panels/common-workflows","docs/06.care-panels/10.common-workflows",{"title":220,"path":221,"stem":222,"children":223},"Patients","/docs/patients","docs/08.patients/0.index",[224,225,228,232,236,240,244,248,252],{"title":220,"path":221,"stem":222},{"title":188,"path":226,"stem":227},"/docs/patients/managing-patients","docs/08.patients/01.managing-patients",{"title":229,"path":230,"stem":231},"Patient charts","/docs/patients/charts","docs/08.patients/02.charts",{"title":233,"path":234,"stem":235},"Reviewing results","/docs/patients/patient-results","docs/08.patients/03.patient-results",{"title":237,"path":238,"stem":239},"Running an evaluation","/docs/patients/running-an-evaluation","docs/08.patients/04.running-an-evaluation",{"title":241,"path":242,"stem":243},"Medical information","/docs/patients/patient-medical-tab","docs/08.patients/05.patient-medical-tab",{"title":245,"path":246,"stem":247},"Medical data types","/docs/patients/patient-medical-data-types","docs/08.patients/06.patient-medical-data-types",{"title":249,"path":250,"stem":251},"Patient identity and demographics","/docs/patients/patient-identity-tab","docs/08.patients/07.patient-identity-tab",{"title":253,"path":254,"stem":255},"Patient portal connections","/docs/patients/patient-portal-tab","docs/08.patients/08.patient-portal-tab",{"title":257,"path":258,"stem":259,"children":260},"Schedules","/docs/schedule","docs/09.schedule/0.index",[261,262],{"title":257,"path":258,"stem":259},{"title":263,"path":264,"stem":265},"Creating and managing schedules","/docs/schedule/creating-schedules","docs/09.schedule/1.creating-schedules",{"title":267,"path":268,"stem":269,"children":270},"Results","/docs/results","docs/10.results/0.index",[271,272],{"title":267,"path":268,"stem":269},{"title":273,"path":274,"stem":275},"Filtering and exporting results","/docs/results/filtering-and-export","docs/10.results/1.filtering-and-export",{"title":277,"path":278,"stem":279,"children":280},"Patient Portal","/docs/patient-portal","docs/11.patient-portal/0.index",[281,282,286,290,294,297,301,305,309],{"title":277,"path":278,"stem":279},{"title":283,"path":284,"stem":285},"Today dashboard","/docs/patient-portal/today","docs/11.patient-portal/1.today",{"title":287,"path":288,"stem":289},"Completing an evaluation","/docs/patient-portal/completing-an-evaluation","docs/11.patient-portal/2.completing-an-evaluation",{"title":291,"path":292,"stem":293},"Viewing results","/docs/patient-portal/results","docs/11.patient-portal/3.results",{"title":257,"path":295,"stem":296},"/docs/patient-portal/schedules","docs/11.patient-portal/4.schedules",{"title":298,"path":299,"stem":300},"Task links","/docs/patient-portal/task-links","docs/11.patient-portal/5.task-links",{"title":302,"path":303,"stem":304},"Public intakes","/docs/patient-portal/public-intakes","docs/11.patient-portal/6.public-intakes",{"title":306,"path":307,"stem":308},"Account and settings","/docs/patient-portal/account","docs/11.patient-portal/7.account",{"title":310,"path":311,"stem":312},"How practitioners use the Patient Portal","/docs/patient-portal/practitioner-workflows","docs/11.patient-portal/8.practitioner-workflows",{"title":314,"path":315,"stem":316,"children":317},"Account Administration","/docs/account-administration","docs/12.account-administration/0.index",[318,319,323,327,331,335,339,343],{"title":314,"path":315,"stem":316},{"title":320,"path":321,"stem":322},"Organization profile","/docs/account-administration/organization-profile","docs/12.account-administration/1.organization-profile",{"title":324,"path":325,"stem":326},"Managing team members","/docs/account-administration/managing-team-members","docs/12.account-administration/2.managing-team-members",{"title":328,"path":329,"stem":330},"Roles and permissions","/docs/account-administration/roles-and-permissions","docs/12.account-administration/3.roles-and-permissions",{"title":332,"path":333,"stem":334},"Managing evaluations","/docs/account-administration/managing-evaluations","docs/12.account-administration/4.managing-evaluations",{"title":336,"path":337,"stem":338},"Billing and subscriptions","/docs/account-administration/billing-and-subscriptions","docs/12.account-administration/5.billing-and-subscriptions",{"title":340,"path":341,"stem":342},"API keys","/docs/account-administration/api-keys","docs/12.account-administration/6.api-keys",{"title":344,"path":345,"stem":346},"Account settings","/docs/account-administration/settings","docs/12.account-administration/7.settings",{"title":348,"path":349,"stem":350,"children":351},"My Profile","/docs/my-profile","docs/13.my-profile/0.index",[352,353,357],{"title":348,"path":349,"stem":350},{"title":354,"path":355,"stem":356},"Contact and profile","/docs/my-profile/contact-and-profile","docs/13.my-profile/1.contact-and-profile",{"title":358,"path":359,"stem":360},"Security and notifications","/docs/my-profile/security-and-notifications","docs/13.my-profile/2.security-and-notifications",{"title":362,"path":363,"stem":364,"children":365},"Integrations","/docs/integrations","docs/14.integrations/0.index",[366,367,371,375],{"title":362,"path":363,"stem":364},{"title":368,"path":369,"stem":370},"Creating connections","/docs/integrations/creating-connections","docs/14.integrations/1.creating-connections",{"title":372,"path":373,"stem":374},"Managing connections","/docs/integrations/managing-connections","docs/14.integrations/2.managing-connections",{"title":376,"path":377,"stem":378},"FHIR and SMART on FHIR","/docs/integrations/fhir-and-smart","docs/14.integrations/3.fhir-and-smart",{"title":380,"path":381,"stem":382,"children":383},"Guides","/docs/guides","docs/15.guides/0.index",[384,385,389,393,397,401,433],{"title":380,"path":381,"stem":382},{"title":386,"path":387,"stem":388},"Planning","/docs/guides/planning","docs/15.guides/1.planning",{"title":390,"path":391,"stem":392},"Data","/docs/guides/data","docs/15.guides/2.data",{"title":394,"path":395,"stem":396},"Logic","/docs/guides/logic","docs/15.guides/3.logic",{"title":398,"path":399,"stem":400},"Design","/docs/guides/design","docs/15.guides/4.design",{"title":402,"path":403,"stem":404,"children":405},"Evaluation Reference","/docs/guides/evaluation-reference","docs/15.guides/5.evaluation-reference/0.index",[406,407,411,415,418,422,426,430],{"title":402,"path":403,"stem":404},{"title":408,"path":409,"stem":410},"Intro to Evaluations","/docs/guides/evaluation-reference/intro-to-evaluations","docs/15.guides/5.evaluation-reference/1.intro-to-evaluations",{"title":412,"path":413,"stem":414},"Menu Options","/docs/guides/evaluation-reference/menu-options","docs/15.guides/5.evaluation-reference/2.menu-options",{"title":162,"path":416,"stem":417},"/docs/guides/evaluation-reference/revisions","docs/15.guides/5.evaluation-reference/3.revisions",{"title":419,"path":420,"stem":421},"Learn More","/docs/guides/evaluation-reference/learn-more","docs/15.guides/5.evaluation-reference/4.learn-more",{"title":423,"path":424,"stem":425},"Download Results","/docs/guides/evaluation-reference/download-results","docs/15.guides/5.evaluation-reference/5.download-results",{"title":427,"path":428,"stem":429},"Security in Emailing Results","/docs/guides/evaluation-reference/security-emailing-results","docs/15.guides/5.evaluation-reference/6.security-emailing-results",{"title":166,"path":431,"stem":432},"/docs/guides/evaluation-reference/permissions","docs/15.guides/5.evaluation-reference/7.permissions",{"title":434,"path":435,"stem":436},"Player Reference","/docs/guides/player-reference","docs/15.guides/6.player-reference",{"title":438,"path":439,"stem":440,"children":441},"Tutorials","/docs/tutorials","docs/16.tutorials/0.index",[442,443,447,451,455,459,463],{"title":438,"path":439,"stem":440},{"title":444,"path":445,"stem":446},"101: Basic Evaluation with Visibility Rules","/docs/tutorials/basic-eval-with-visibility-rules","docs/16.tutorials/1.basic-eval-with-visibility-rules",{"title":448,"path":449,"stem":450},"Build a PHQ-9 depression screener","/docs/tutorials/build-a-phq9-screener","docs/16.tutorials/2.build-a-phq9-screener",{"title":452,"path":453,"stem":454},"Set up a care panel","/docs/tutorials/set-up-a-care-panel","docs/16.tutorials/3.set-up-a-care-panel",{"title":456,"path":457,"stem":458},"Connect Epic to EVAL","/docs/tutorials/connect-epic-to-eval","docs/16.tutorials/4.connect-epic-to-eval",{"title":460,"path":461,"stem":462},"Create a scheduled assessment","/docs/tutorials/create-a-scheduled-assessment","docs/16.tutorials/5.create-a-scheduled-assessment",{"title":464,"path":465,"stem":466},"Onboard patients via the patient portal","/docs/tutorials/onboard-patients-via-portal","docs/16.tutorials/6.onboard-patients-via-portal",{"title":468,"path":469,"stem":470,"children":471},"Troubleshooting","/docs/troubleshooting","docs/17.troubleshooting/0.index",[472,473,477],{"title":468,"path":469,"stem":470},{"title":474,"path":475,"stem":476},"Builder errors","/docs/troubleshooting/builder-errors","docs/17.troubleshooting/1.builder-errors",{"title":478,"path":479,"stem":480},"EHR connection issues","/docs/troubleshooting/ehr-connection-issues","docs/17.troubleshooting/2.ehr-connection-issues",{"title":482,"path":483,"stem":484,"children":485},"Reference","/docs/reference","docs/18.reference/0.index",[486,487,491,494,498,502,528,532,536,539],{"title":482,"path":483,"stem":484},{"title":488,"path":489,"stem":490},"Account","/docs/reference/account","docs/18.reference/1.account",{"title":166,"path":492,"stem":493},"/docs/reference/permissions","docs/18.reference/2.permissions",{"title":495,"path":496,"stem":497},"Administration","/docs/reference/administration","docs/18.reference/3.administration",{"title":499,"path":500,"stem":501},"Security and privacy","/docs/reference/security-privacy","docs/18.reference/4.security-privacy",{"title":503,"path":504,"stem":505,"children":506},"Charts","/docs/reference/charts","docs/18.reference/5.charts/0.index",[507,508,512,516,520,524],{"title":503,"path":504,"stem":505},{"title":509,"path":510,"stem":511},"Introduction to charts","/docs/reference/charts/intro","docs/18.reference/5.charts/1.intro",{"title":513,"path":514,"stem":515},"Patient evaluations","/docs/reference/charts/patient-evaluations","docs/18.reference/5.charts/2.patient-evaluations",{"title":517,"path":518,"stem":519},"Charts Landing Page","/docs/reference/charts/charts-landing-page","docs/18.reference/5.charts/3.charts-landing-page",{"title":521,"path":522,"stem":523},"Patient Medical","/docs/reference/charts/patient-medical","docs/18.reference/5.charts/4.patient-medical",{"title":525,"path":526,"stem":527},"Patient Identity","/docs/reference/charts/patient-identity","docs/18.reference/5.charts/5.patient-identity",{"title":529,"path":530,"stem":531},"Verified Accounts","/docs/reference/verified-accounts","docs/18.reference/6.verified-accounts",{"title":533,"path":534,"stem":535},"Account Creation","/docs/reference/account-creation","docs/18.reference/7.account-creation",{"title":348,"path":537,"stem":538},"/docs/reference/my-profile","docs/18.reference/8.my-profile",{"title":540,"path":541,"stem":542},"IT Deployment Strategy","/docs/reference/it-deployment","docs/18.reference/9.it-deployment",{"title":544,"path":545,"stem":546,"children":547},"Legal","/docs/legal","docs/19.legal/0.index",[548,549,553,557,561,565,569,573,577],{"title":544,"path":545,"stem":546},{"title":550,"path":551,"stem":552},"Terms of service","/docs/legal/terms-of-service","docs/19.legal/1.terms-of-service",{"title":554,"path":555,"stem":556},"Privacy policy","/docs/legal/privacy-policy","docs/19.legal/2.privacy-policy",{"title":558,"path":559,"stem":560},"HIPAA BAA","/docs/legal/hipaa-baa","docs/19.legal/3.hipaa-baa",{"title":562,"path":563,"stem":564},"GDPR DPA","/docs/legal/gdpr-dpa","docs/19.legal/4.gdpr-dpa",{"title":566,"path":567,"stem":568},"Patient privacy policy","/docs/legal/patient-privacy-policy","docs/19.legal/5.patient-privacy-policy",{"title":570,"path":571,"stem":572},"Free open source app license","/docs/legal/free-open-source-license","docs/19.legal/6.free-open-source-license",{"title":574,"path":575,"stem":576},"Limited open source app license","/docs/legal/limited-open-source-license","docs/19.legal/7.limited-open-source-license",{"title":578,"path":579,"stem":580},"Data sub-processors","/docs/legal/data-sub-processors","docs/19.legal/8.data-sub-processors",{"title":141,"path":582,"stem":583,"children":584},"/docs/ai-builder","docs/21.ai-builder/0.index",[585],{"title":141,"path":582,"stem":583},{"id":587,"title":464,"body":588,"description":847,"extension":848,"links":849,"meta":850,"navigation":852,"path":465,"seo":853,"stem":466,"__hash__":854},"docs/docs/16.tutorials/6.onboard-patients-via-portal.md",{"type":589,"value":590,"toc":835},"minimark",[591,595,598,605,611,779,784,787,831],[592,593,594],"p",{},"When you need patients to complete evaluations on their own — whether for treatment monitoring, intake forms, or research protocols — the Patient Portal provides a dedicated, patient-friendly interface. Instead of completing assessments during clinic visits, patients log in from home and work through their assigned evaluations at their convenience.",[592,596,597],{},"In this tutorial, you'll set up portal access for a patient, assign them a recurring evaluation schedule, and follow the workflow through to the patient completing their first assessment.",[592,599,600,604],{},[601,602,603],"strong",{},"Prerequisites:"," A Clinical Team or Enterprise account, at least one patient record, and at least one published evaluation in your library.",[592,606,607,610],{},[601,608,609],{},"Time:"," 15–20 minutes.",[612,613,614,619,629,637,641,648,651,658,662,669,691,694,698,701,704,708,712,725,750,756,763,767,773],"steps",{},[615,616,618],"h3",{"id":617},"open-the-patients-chart","Open the patient's chart",[592,620,621,622,624,625,628],{},"Navigate to ",[601,623,220],{}," in the sidebar, then search for or select the patient you want to onboard. Click their name to open their chart. If you need to create a new patient first, click ",[601,626,627],{},"New Patient"," on the Patients page and enter their basic demographics.",[592,630,631,632,636],{},"See ",[633,634,229],"a",{"href":635},"../patients/charts"," for a tour of the patient chart layout.",[615,638,640],{"id":639},"navigate-to-the-portal-tab","Navigate to the Portal tab",[592,642,643,644,647],{},"In the patient's chart, click the ",[601,645,646],{},"Portal"," tab. This tab manages the patient's connection to the Patient Portal — their login credentials, portal status, and provider associations.",[592,649,650],{},"If the patient doesn't yet have a portal connection, you'll see options to create one. The Portal tab is also where you can check whether the patient has logged in, when their last activity was, and which providers they're connected to.",[592,652,631,653,657],{},[633,654,656],{"href":655},"../patients/patient-portal-tab","Patient Portal tab"," for the full reference.",[615,659,661],{"id":660},"create-a-portal-connection","Create a portal connection",[592,663,664,665,668],{},"Click ",[601,666,667],{},"Add Connection"," (or the equivalent setup action) to establish the patient's portal access. You'll configure a few key settings:",[670,671,672,679,685],"ul",{},[673,674,675,678],"li",{},[601,676,677],{},"Email address"," — The patient's email for their portal login and notification delivery. Make sure this matches the email they'll use to receive the invitation.",[673,680,681,684],{},[601,682,683],{},"Username"," — A login identifier for the patient. Some organizations use the email address; others create a separate username.",[673,686,687,690],{},[601,688,689],{},"Communication method"," — Choose whether the patient receives reminders by email, SMS, or both.",[592,692,693],{},"After saving, EVAL generates an invitation that the patient can use to set up their password and access the portal.",[615,695,697],{"id":696},"send-the-invitation-to-the-patient","Send the invitation to the patient",[592,699,700],{},"Once the portal connection is created, the patient needs to receive their invitation. Depending on your organization's workflow, this might happen automatically (via email) or you may need to share the invitation link manually.",[592,702,703],{},"The invitation link takes the patient to an account creation page where they set their password. After completing this step, they can log in to the Patient Portal at any time.",[705,706,707],"tip",{},"For a smooth onboarding experience, set up the portal connection and schedule before contacting the patient. That way, when they first log in, there's already an evaluation waiting on their Today page — giving them something immediate to do rather than seeing an empty portal.",[615,709,711],{"id":710},"create-an-evaluation-schedule","Create an evaluation schedule",[592,713,714,715,717,718,720,721,724],{},"Now that the patient has portal access, assign them a recurring evaluation. Navigate to the patient's ",[601,716,267],{}," tab in their chart, then to the ",[601,719,257],{}," section. Click ",[601,722,723],{},"Add Schedule"," and configure:",[670,726,727,733,739,744],{},[673,728,729,732],{},[601,730,731],{},"Evaluation"," — Select the assessment you want the patient to complete (e.g., PHQ-9 for depression screening).",[673,734,735,738],{},[601,736,737],{},"Frequency"," — Choose how often the patient should complete the evaluation. Daily, weekly, biweekly, and monthly are common intervals.",[673,740,741,743],{},[601,742,689],{}," — Select email, SMS, or both to send reminders when an assessment is due.",[673,745,746,749],{},[601,747,748],{},"Start date"," — Set to today so the patient sees the evaluation immediately on their first login.",[592,751,664,752,755],{},[601,753,754],{},"Save"," to activate the schedule. The evaluation will appear on the patient's Today page and EVAL will send reminders according to the schedule you configured.",[592,757,631,758,762],{},[633,759,761],{"href":760},"../schedule/creating-schedules","Creating schedules"," for all scheduling options.",[615,764,766],{"id":765},"verify-the-patients-experience","Verify the patient's experience",[592,768,769,770,772],{},"After the patient logs in and completes their first evaluation, verify the result by returning to the patient's chart in the clinician platform. Check the ",[601,771,267],{}," tab — the patient's submission should appear with the evaluation name, score, timestamp, and priority level.",[592,774,775,776,778],{},"You can also check the ",[601,777,257],{}," section to confirm the completion count incremented and the next scheduled date advanced correctly.",[780,781,783],"h2",{"id":782},"whats-next","What's next",[592,785,786],{},"With your first patient successfully onboarded, consider scaling the workflow:",[670,788,789,800,811,821],{},[673,790,791,794,795,799],{},[601,792,793],{},"Onboard multiple patients at once"," — Use a ",[633,796,798],{"href":797},"./set-up-a-care-panel","Care Panel"," to manage a patient population and assign schedules in bulk rather than patient-by-patient.",[673,801,802,805,806,810],{},[601,803,804],{},"Set up public intakes"," — For new patients who don't yet have portal accounts, ",[633,807,809],{"href":808},"../care-panels/collecting-responses","public intake forms"," let patients complete an initial assessment via a shared URL — no login required.",[673,812,813,816,817,820],{},[601,814,815],{},"Configure notifications"," — Get alerted when patients submit results with concerning scores so you can follow up promptly. See ",[633,818,212],{"href":819},"../care-panels/notifications-and-alerts",".",[673,822,823,826,827,830],{},[601,824,825],{},"Guide patients to the portal"," — Share the ",[633,828,43],{"href":829},"../introduction/getting-started-patient"," guide with patients who need help navigating the portal on their own.",[832,833,834],"note",{},"Patients can be connected to multiple healthcare providers through the same portal account. Each provider sees only their own evaluations and results — patient data is not shared across providers unless the patient explicitly connects with each one. This is important for patients who see specialists from different organizations.",{"title":836,"searchDepth":837,"depth":837,"links":838},"",2,[839,841,842,843,844,845,846],{"id":617,"depth":840,"text":618},3,{"id":639,"depth":840,"text":640},{"id":660,"depth":840,"text":661},{"id":696,"depth":840,"text":697},{"id":710,"depth":840,"text":711},{"id":765,"depth":840,"text":766},{"id":782,"depth":837,"text":783},"Walk through patient onboarding — from creating a portal connection in the clinician platform to the patient completing their first evaluation.","md",null,{"icon":851},"i-mdi-account-arrow-right-outline",true,{"title":464,"description":847},"-rcbI_HsfQcZQxx6XQQ8atH-KQdV9DPmxK5pDR2yrN8",[856,858],{"title":460,"path":461,"stem":462,"description":857,"children":-1},"Set up a recurring evaluation schedule for a patient, configure delivery preferences, and track completions through the Results page.",{"title":468,"path":469,"stem":470,"description":859,"children":-1},"Diagnose and resolve common issues in EVAL — from builder validation errors and publishing failures to EHR connection problems and sync errors.",1776705269783]