Flexible event scheduling is here! (8.0)
We are pleased to introduce Event Blocks! Event Blocks allow you to schedule a series of events such as messaging, text conversations, and surveys based on a participant-specific date. This could be a date collected from an external data source such as an electronic health record, a survey response, or an upload of appointment data. It could also be the participant’s birthday or a specific holiday such as New Years Day.
To support this feature, we’ve also revamped some views to help you set up and manage your intervention with ease. This includes:
In-line add buttons for quick event creation
Collapsable Event Blocks and organization by scheduling type
Calendar views for easier building and participant management
Event blocks paired with our recently released “day of week” scheduling provides maximum flexibility to design a personalized and unique intervention for each patient or participant. For full guidance on using Event Blocks, check out our user guide [link to that section].
🕶 New Views 🕶
Schedule of Events
If you are building or iterating on your study/project, you’ll be spending much of your time in Manage Study > Study Arms > Manage Event Schedule.
From Schedule of Events, you can…
Add a new event in the top left corner, or within each event block.
Create a new Event Block. [Event Block can also link to user guide page]
Collapse Event Blocks by clicking the block name.
Easily see events scheduled by day of week or those anchored by the Event Block start.
Toggle between the “Manage Events” tab and “Calendar” tab…Check it out! 👇 [calendar can link to that part of user guide]
Calendar View
The calendar view allows you to see what your event schedule would look like based on a simulated start date.
Participant’s Record
In the participant’s record, you will also see the option to view a list of events or the calendar view using the tabs listed on the left side.
Here are some examples of how Event Blocks could work for you:
I only want the patients to get certain messaging when they are discharged from the hospital.
I only want participants who have texted in that they have given birth and are back at home to get a certain text conversation asking them about the health of their baby.
I want to allow my participants to enter their therapy schedule via a survey and only trigger certain messaging on the day after their appointment.
If you are interested in taking advantage of this awesome new feature, contact your implementation lead. Please visit our user guide for further guidance on using these new features.
Highlights (7.3)
Send images from W2H
Scheduled start in Pennchart
Ability to update contact information on verification step
Platform-Wide Updates
Send images from W2H
They say a picture is worth a thousand words! Share even more information with your participants by sending images via text messages on W2H. You can upload images through the participant’s SMS inbox.
…And now, are you thinking what I’m thinking? Automation for sending standard images across your intervention arm would be awesome. Yes it would, stay tuned!
Scheduled start in PennChart
For our clinical teams, enrollment and management of patients through our embedded view in PennChart has made it virtually unnecessary to log in to the W2H platform separately. We have now added the ability for you to manually set and change a patient’s start date from within the W2H view in PennChart!
Ability to update contact information on verification step
Oops! Have you or your participants ever accidentally entered the wrong cell phone number or email during enrollment? Now you have the chance to update your contact information during the verification step.
Behind the Scenes
Prevent past dates on manually scheduled event blocks
Don't hard delete TemplateEvents
CSRF mitigations for API
Delete Participant Triggers (Feature Flag)
Ability to set a column on a source trigger as an identifier
Reschedule Trigger-Based Events
When a form submission is created, trigger any event blocks that should be made
Create date trigger from event add/edit screen