> ## 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.

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

> The Patient-Reported Outcomes & Self-Service Portal enables patients to complete health screenings, submit between-session check-ins, and view their treatment…

**Feature ID:** CL-26\
**Module:** CL (Clinical & EHR)\
**Version:** 1.0\
**Last Updated:** 2026-02-25

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## Overview

The Patient-Reported Outcomes & Self-Service Portal enables patients to complete health screenings, submit between-session check-ins, and view their treatment plan — all from the patient portal. Clinicians can review and incorporate patient-submitted results into clinical workflows.

***

## For Patients

### 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)**.

### 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**.

### 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.

***

## For Clinicians

### 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.

### Submission Detail & Review Actions

On the detail page you can see:

* **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

**Actions (requires `cl.patient-submissions.review` permission):**

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

### In-Basket Integration

When a patient submits a screening:

* 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

| Permission Key                     | Description                               | Default Roles     |
| ---------------------------------- | ----------------------------------------- | ----------------- |
| `cl.patient-submissions.view`      | View patient submissions list and details | org\_admin, staff |
| `cl.patient-submissions.review`    | Mark submissions as reviewed/incorporated | org\_admin, staff |
| `cl.between-session-checkins.view` | View between-session check-in data        | org\_admin, staff |

***

## FAQ

**Q: Can patients edit a submitted screening?**\
A: No. Submissions are append-only. Patients can complete a new screening at any time.

**Q: What happens when crisis indicators are detected?**\
A: Crisis resources (988, Crisis Text Line, SAMHSA) are displayed immediately to the patient. An urgent in-basket item is created for the care team.

**Q: Which scoring instruments are supported?**\
A: PHQ-9, GAD-7, AUDIT-C, DAST-10, and C-SSRS Screener. Additional instruments may be added in future updates.