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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

  • Subjects can fill out forms
  • Automatically deliver to subjects dynamic reports:
    • Configurable layout using HTML editor
      • Include multi-media (charts, graphs, video, sound, pictures),  hyperlinks, etc.
    • Access to all data elements
    • Automatically build text and utilize boilerplates
  • Coordinate same subject enrolled in multiple studies
  • Automatic reminder emails to subjects
    • Templates and "mail-merge" utilities
    • Embed login link
  • Configurable look and feel
  • Allow subjects to; initiate an events, view and/or edit previously completed forms
  • 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:

  1. Branding – How much do you want to emphasize your organization / message in the look and feel of the portal? Three areas:
    1. Home page –  See image for configurable areas

                                                               i.      Note: can be different across study events (e.g., baseline vs. 3 month follow-up)

  1. Forms – Incorporate brand in layout
  2. Reports – Deliver brand specific content
  3. Form Design – What accommodations should be made for the target cohort?
    1. Level of computer expertise
    2. Age
    3. Reading level
    4. Visual impairment (e.g., use of large fonts)
    5. Reports (or Educational Materials) - What data-driven information would help subjects?  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 the following:
      1. Data –

                                                               i.      What data values should be displayed?

                                                             ii.      What data-driven clinical events will trigger specific information (e.g., if BMI over 25, show video on weight management)?

                                                            iii.      How can the report content be customized to fit the specific needs of a subject and provide the greatest incentive for participation?

  1. Other Content

                                                               i.      Videos, educational materials (tutorials)

                                                             ii.      Links to websites, podcasts, files, and  other web information sources

                                                            iii.      Data driven, conditional text

Examples

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