Roadmap: Working with web-based patients

1

Add a web-based patient.

1. Complete the Patient Profile page.
2. Select Web as the Preferred Method of Contact.
3. You must also enter:
   • Patient First Name and Last Name.
   • Language.
   • Patient email address.
   • Phone and Confirm Phone.
   • Time zone.
   • Preferred time of contact.

2

The patient receives an email notification that a survey is due, as well as reminder notifications to complete the survey.

The patient must complete the survey on the website within a defined number of days (the web completion window). This window is established in the study design and can be edited in the Administration section of the OutcomeLogix application.

3

The patient completes the survey within the web completion window.

If the study is configured to issue eCodes, and if the patient completes the survey within the web completion window, the Call Center emails an eCode to the patient.

4

If the patient does not complete the survey within the web completion window, use the Call Center List to contact the patient by telephone and complete the survey.

1. Select Call Center List ().
2. Click the Patient ID link of a patient.
3. Call the patient.
4. Click Interview.

5

The patient completes the survey with Call Center assistance.

or

The Call Center is unable to contact the patient and complete the survey.

• If the patient completes the survey with Call Center assistance, and if the study is configured to issue eCodes, the OutcomeLogix application emails an eCode to the patient.
• If the patient does not complete the survey within the specified window, or if the Call Center staff members have unsuccessfully attempted to contact the patient the maximum number of times defined for the Call Center, the survey remains blank and no eCode is provided.