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  • Let us know that your project has been funded and that you are ready to get started by sending an email to waytohealth@pennmedicine.upenn.edu

  • Send us the most updated study protocol since notice of award. We will likely have some feedback. Please note: if the protocol changes after any kind of build has started, additional costs will be incurred.

  • Schedule an introductory meeting with our team so you can get to know the analyst assigned to you.

    • STEP 3a: If you are a university or health system OUTSIDE of University of Pennsylvania/Penn Medicine

      1. Please recognize there are overheads involved.

      2. If additional security reviews or integrations are required, there might be additional costs, assuming we haven't talked about them before.

      3. Legal agreements can take time. We prefer and almost require, the use of our standard legal documents which you can access here.

  • Provide updated financial information to get your account setup by completing this Financial Details Form giving us some basic information such as BEN/AU number/BA person and email so that we can figure out how and where to send invoices eto. We’ll provide a form shortly to use so we can standardize that.

STEP 4: Submit regulatory documentation

Research studies

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STEP 5: Preparing for your W2H build

While you are preparing your submission to the IRB, you may find that you need additional guidance on exactly how your protocol will translate into the platform. For example: How will you enroll participants? What surveys will you be sending out and when? What devices will be collecting data?

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