Patient-Reported Outcomes & Self-Service Portal — User Guide

Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

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For Patients

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Completing a Health Screening

1. Log in to the Patient Portal.
2. Navigate to Clinical → Screenings (or /portal/clinical/screenings).
3. Select a screening instrument from the dropdown:
   • PHQ-9 — Depression screening (9 questions)
   • GAD-7 — Anxiety screening (7 questions)
   • AUDIT-C — Alcohol use screening (3 questions)
   • DAST-10 — Drug use screening (10 questions)
   • C-SSRS Screener — Suicide risk screening (6 questions)
4. Answer all questions honestly. Each question is required.
5. Click Submit Screening.
6. Your responses are automatically scored and sent to your care team for review.

Crisis Resources: If your screening results indicate a potential crisis, you will immediately see crisis resource information including the 988 Suicide & Crisis Lifeline, Crisis Text Line (741741), and the SAMHSA National Helpline (1-800-662-4357).

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Between-Session Check-Ins

1. Navigate to Clinical → Check-In (or /portal/clinical/checkin).
2. Rate your mood on a 1–10 scale using the slider.
3. Select your medication adherence level.
4. If you are experiencing a crisis or thoughts of self-harm, toggle the safety check switch. Crisis resources will display immediately.
5. Optionally describe any warning signs or concerns.
6. Click Submit Check-In.

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Viewing Your Treatment Plan

1. Navigate to Clinical → Treatment Plan (or /portal/clinical/treatment-plan).
2. View your active treatment plan(s) including:
   • Plan type and status
   • Effective date and review due date
3. This view is read-only. Contact your care team to discuss changes.

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For Clinicians

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Reviewing Patient Submissions

1. In the Clinical module sidebar, click Patient Submissions → All Submissions.
2. Use the filters at the top to narrow by:
   • Status: Pending Review, Reviewed, or Incorporated
   • Type: PHQ-9, GAD-7, AUDIT-C, DAST-10, or C-SSRS
3. Click View on any submission to see the detail page.

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Submission Detail & Review Actions

• Score Result: Total score, severity level, and interpretation
• Crisis Indicators: A red banner if crisis was detected (e.g., PHQ-9 Q9 ≥ 1, positive C-SSRS items)
• Individual Responses: All patient answers
• Review Status: Whether the submission has been reviewed

• Mark Reviewed: Acknowledges you’ve seen the submission
• Mark Incorporated: Indicates the results have been incorporated into the treatment plan

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In-Basket Integration

• A normal priority in-basket item is created for the assigned clinician
• If crisis indicators are detected, an urgent priority in-basket item is created
• Navigate to In-Basket to see and triage these items

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Permissions

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FAQ