Gathering requirements
- Share appropriate build map template with the project team:
For clinical programs: Clinical Build Map Template
For outreach programs: Outreach Build Map Template
For research interventions: Research Build Map Template.docx
- Receive mapping document from team.
- Create a folder in PennBox > W2H > active clinical programs or active research studies. Share the PennBox folder with study team if you wish.
- Upload mapping documents to PennBox.
- Create or copy program in W2H.
- Buy Twilio /wiki/spaces/PD/pages/21600337 & /wiki/spaces/PD/pages/437452821, and register the messaging campaign.
- Update program settings:
- Ask the project team to create a study-specific email if they are emailing participants. Otherwise, okay to use waytohealth@pennmedicine.upenn.edu.
- Add project team to provide call center phone number if applicable (usually just research). Otherwise, okay to use the W2H text/call number
- Update Trello card per How to fill out Trello Cards
- Switch W2H program status from ‘developing' to 'testing’.
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