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See ",[606,678,208],{"href":679},"../care-panels/collecting-responses"," for that workflow.",[628,682,684],{"id":683},"set-up-a-recurring-schedule","Set up a recurring schedule",[592,686,687,688,690,691,694],{},"Switch to the ",[601,689,257],{}," tab within your panel. Click ",[601,692,693],{},"Add Schedule"," to create a new assessment schedule. Configure it as follows:",[696,697,698,705,711,717,723],"ul",{},[699,700,701,704],"li",{},[601,702,703],{},"Evaluation:"," Select your PHQ-9 (or whichever evaluation you want to use)",[699,706,707,710],{},[601,708,709],{},"Frequency:"," Every 2 weeks (biweekly is common for depression monitoring)",[699,712,713,716],{},[601,714,715],{},"Communication method:"," Choose how patients are notified — email, SMS, or both",[699,718,719,722],{},[601,720,721],{},"Start date:"," Today",[699,724,725,728],{},[601,726,727],{},"End date:"," Leave blank for ongoing monitoring, or set an end date for a fixed-duration program",[592,730,731,732,735],{},"The schedule applies to all patients currently in the panel. When the scheduled time arrives, EVAL sends the evaluation to each patient through the communication method you selected. See ",[606,733,192],{"href":734},"../care-panels/scheduling-assessments"," for the full range of scheduling options.",[628,737,739],{"id":738},"configure-result-notifications","Configure result notifications",[592,741,742,743,746],{},"You want to know when a patient scores in a concerning range. Click the ",[601,744,745],{},"Settings"," or notification configuration area for your panel. Set up a notification rule:",[696,748,749,755,761],{},[699,750,751,754],{},[601,752,753],{},"Trigger:"," When a result arrives with a priority level of Urgent or Critical",[699,756,757,760],{},[601,758,759],{},"Notify:"," You (and optionally other team members)",[699,762,763,766],{},[601,764,765],{},"Method:"," In-app notification and email",[592,768,769,770,773],{},"Priority levels are determined by the evaluation's result configuration — if your PHQ-9 maps scores of 15+ to Urgent and 20+ to Critical, you'll be notified whenever a patient scores in those ranges. See ",[606,771,212],{"href":772},"../care-panels/notifications-and-alerts"," for all notification options.",[628,775,777],{"id":776},"review-incoming-results","Review incoming results",[592,779,780,781,783],{},"As patients complete their assessments, results appear in the panel's ",[601,782,267],{}," tab. Each result shows the patient name, evaluation name, score, priority level (displayed as a colored badge), and status.",[592,785,786,787,790],{},"New results arrive with a ",[601,788,789],{},"New"," status. Your clinical workflow typically involves:",[792,793,794,797,800,807],"ol",{},[699,795,796],{},"Opening the result to review the full details",[699,798,799],{},"Assessing whether clinical action is needed",[699,801,802,803,806],{},"Marking the result as ",[601,804,805],{},"Reviewed"," or adding a clinical note",[699,808,809],{},"For concerning scores, following up with the patient",[592,811,812,813,816],{},"Use the filter toolbar to focus on specific priorities (e.g., show only Urgent and Critical results) or statuses (e.g., show only New results that haven't been reviewed). See ",[606,814,184],{"href":815},"../care-panels/tracking-results"," for details on priority levels and the review workflow.",[628,818,820],{"id":819},"export-data-for-reporting","Export data for reporting",[592,822,823,824,827],{},"If you need to analyze your panel's data outside EVAL — for a research study, a quality improvement report, or clinical documentation — click the ",[601,825,826],{},"Export"," button in the Results tab toolbar. EVAL generates a spreadsheet with all result data for the current view, respecting any active filters you have applied.",[592,829,830],{},"The export includes patient identifiers, evaluation names, scores, priority levels, statuses, and timestamps. For research studies, this data can feed directly into your statistical analysis pipeline. For clinical programs, it provides the documentation you need for quality metrics and accreditation reporting.",[592,832,833,834,837],{},"See ",[606,835,196],{"href":836},"../care-panels/filters-and-export"," for export options and file format details.",[839,840,842],"h2",{"id":841},"whats-next","What's next",[592,844,845],{},"Your Care Panel is now operational. Here are ways to extend it:",[696,847,848,862,868,877],{},[699,849,850,853,854,857,858,861],{},[601,851,852],{},"Share with colleagues"," — Adjust the panel's sharing permissions to give specific team members access. See ",[606,855,200],{"href":856},"../care-panels/panel-visibility"," and ",[606,859,204],{"href":860},"../care-panels/panel-roles-and-permissions",".",[699,863,864,867],{},[601,865,866],{},"Add more evaluations"," — A single panel can track multiple assessments. Add a GAD-7 anxiety screen alongside your PHQ-9 to get a broader picture.",[699,869,870,873,874,861],{},[601,871,872],{},"Set up public intakes"," — Let patients self-enroll through a public link, useful for research recruitment or community screening events. See ",[606,875,876],{"href":679},"Collecting responses",[699,878,879,882],{},[601,880,881],{},"Refine your filters"," — Save commonly used filter combinations for one-click access. Teams often create saved filters like \"Needs Review\" (status = New, priority = Urgent+) and \"This Week\" (date range = last 7 days).",[884,885,886],"warning",{},"Deleting a Care Panel is permanent and cannot be undone. The patient records and their evaluation results are preserved — only the panel grouping and its schedules are removed. If you need to archive a panel temporarily, consider removing its schedules and keeping it empty rather than deleting it.",{"title":888,"searchDepth":889,"depth":889,"links":890},"",2,[891,893,894,895,896,897,898],{"id":630,"depth":892,"text":631},3,{"id":658,"depth":892,"text":659},{"id":683,"depth":892,"text":684},{"id":738,"depth":892,"text":739},{"id":776,"depth":892,"text":777},{"id":819,"depth":892,"text":820},{"id":841,"depth":889,"text":842},"Create a care panel for a patient population, add patients, schedule assessments, configure notifications, and review incoming results.","md",null,{"icon":903},"i-mdi-view-dashboard-outline",true,{"title":452,"description":899},"lnWBJRzMNzYD-19vwnqSCoezJOvgAQKrn3uTDWFhpyM",[908,910],{"title":448,"path":449,"stem":450,"description":909,"children":-1},"Create a complete PHQ-9 Patient Health Questionnaire from scratch — with sections, scored questions, a severity formula, and conditional results.",{"title":456,"path":457,"stem":458,"description":911,"children":-1},"Walk through the complete Epic EHR integration — from creating a FHIR connection to importing patients and launching EVAL from clinical workflows.",1776705269400]