Table of Contents
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Overview
The "Subject Portal" allows subjects to enter data online (via forms), and receive automated, data-driven reports that can contain a broad range of content (e.g., charts, multi-media, educational materials, etc.).
Feature Summary
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- Subjects can fill out forms
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- Automatically deliver to subjects dynamic reports:
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- Configurable layout using HTML editor
- MultiInclude multi-media (charts, graphs, video, sound, pictures), hyperlinks, etc.
- Access to Access to all data elements, within one visit or across multiple visits
- Automatically build text (e.g., logic driven, conditional text)
*and utilize boilerplates
- Configurable layout using HTML editor
- Coordinate same subject enrolled in multiple studies *Automatically send email to subject for schedule study events (e.g., year 1 follow-up)
**Configurable email templates and automated - Automatic reminder emails to subjects
- Templates and "mail-merge" tagsutilities
- **Embed login link, choose whether require username and password *
- Configurable look and feel, able to personalize and brand as needed
*Able to allow subjects to create study events (e.g., click an "Adverse Event" link whenever needed, which turn automatically delivers associated forms and reports)
*Able to allow subjects to view - Allow subjects to; initiate an events, view and/or edit previously completed forms *Completely customizable programming logic using Javascript
- Leverage Javascript for programmable logic
What to Consider
The subject portal can be set up in a number of different ways depending on the project aim and target cohort (i.e., level of computer expertise). Consider the following:
- Branding – How much do you want to emphasize your organization / message in the look and feel of the portal? Three areas:
- Home page – See See image for configurable areas
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- Note: can be different across study events (e.g., baseline vs. 3 month follow-up)
- Forms – Incorporate brand in layout
- Reports – Deliver brand specific content
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- Form Design – What accommodations should be made for the target cohort?
- Level of computer expertise
- Age
- Reading level
- Visual impairment (e.g., use of large fonts)
- Reports (or Educational Materials) - What data-driven information would help subjects? That That is, answer how the report content be customized to fit the specific needs of a subject and provide the greatest incentive to participate. Consider Consider the following:
- Data
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- Data
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- What data values should be displayed?
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- What data-driven clinical events will trigger specific information (e.g., if BMI over 25, show video on weight management)?
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- How can the report content be customized to fit the specific needs of a subject and provide the greatest incentive for participation?
- Other Content
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- Videos, educational materials (tutorials)
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- Links to websites, podcasts, files, and other web information sources
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- Data driven, conditional text
Setup Steps
In big-picture terms, to utilize the subject portal:
- Enable the feature
- Indicate which forms are to be completed by subjects and when
- Create subject login account
More detailed information can be found here.
Examples
- A color coded chart of progress toward clinical goals over time
- Prognostic chart based on the subject's specific clinical characteristics (e.g., a tumor's T, N, M status)
- Patient driven requests for information and/or educational materials (e.g., video on upcoming procedure, list of support groups in the area, referral resources, disease overview pdf file, prognostic chart, table of links to recommended websites, etc.)
- Report of participation points (e.g., provide total points score based on number of forms completed and the points, in turn, can be redeemed for items of interest)