Patient Portal overview

The Patient Portal is a separate application built specifically for patients. While your healthcare team uses the clinician platform to create evaluations, manage care panels, and review results, the Patient Portal is where patients go to complete their assigned assessments, check their results, and manage their account.

Patients access the portal through a dedicated URL — it’s a different application from the clinician platform, with its own simplified navigation designed for people who may not be comfortable with clinical software. Everything a patient needs is accessible from four sections in the left sidebar: Today, Results, Schedules, and My Account.

Patients don’t create their own accounts independently. A clinician or administrator on your team creates a patient record in the clinician platform and sets up a portal connection — this generates credentials or an invitation that gives the patient access to the portal. Once connected, the patient can log in and see any evaluations, schedules, or results associated with their record.

For patients who don’t have portal accounts, EVAL also supports task links and public intakes — token-based URLs that let patients complete specific evaluations without logging in. These are useful for one-time assessments, intake forms, and situations where setting up a full account isn’t practical.

The portal is intentionally focused. Patients can complete evaluations their providers have assigned, review their own results (when the provider has enabled result sharing), check their schedule of upcoming assessments, and manage their profile and provider connections. They cannot access other patients’ data, modify evaluations, or see clinical notes.

Data flows in both directions between the portal and the clinician platform. When a clinician creates a schedule for a patient, it appears on the patient’s Today dashboard. When the patient completes an evaluation, the result appears immediately in the clinician’s Charts view, on any associated Care Panel, and on the Results page. Profile updates the patient makes (like changing their phone number) sync back to the clinician’s patient record.

The key difference is scope: clinicians see data for all their patients across all workflows, while each patient sees only their own data. A patient’s view of the portal is private — no patient can see another patient’s information, and patients cannot see clinical workflow details like priority levels, status assignments, or team comments on their results.

For clinicians looking to understand what their patients see, the Portal tab in the clinician platform shows the patient’s portal connection status and provides tools for managing the patient’s portal access.

The portal includes a language selector in the top-right corner of every page. Patients can switch their display language at any time, and the selection persists across sessions. This is particularly important for clinics serving multilingual populations.