Roadmap: Working with paper-based patients

1

Add a paper-based patient.

1. Complete the Patient Profile page.
2. Select Paper as the Preferred Method of Contact.
3. You must also enter:
   • Patient First Name and Last Name.
   • Language.

2

A patient contacts the Call Center to ask for help completing a survey or to report a major medical event.

The preferred method of contact of the patient determines whether or not the patient appears on the Call Center List page.

3

If necessary, on the Call Center List page, search for the patient.

• To view an individual paper-based patient, search for the specific patient by patient name or ID.
• To view all paper-based patients, select Type and Paper, and click the Search button.
• To view all patients, including paper-based patients, select All and click the Search button.

4

If requested, assist the patient to:

Do the following:

• Complete the currently scheduled survey.

• Click the Override button and perform the interview.

• Complete all previously and currently scheduled surveys, if permitted by the study design.

• Click the Override button and perform the interview.

• Report a major medical event.

• Click the Call Center Intake Form button and help the patient to fill out the form for reporting the major medical event.