A starting point for our IVR feature.
Space Index
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0-91. Enrollment TestingAs a part of your pre-launch testing plan, you should ensure that your project's enrollment is designed as outlined in the protocol. This involves completing step-by-step walkthroughs of enrollment, simulating what it will be like for a participant. Use
2. Randomization Testing
As a part of your pre-launch testing plan, you should ensure that your project's randomization matches the selected randomization method, including arm and block weights. Unsure what randomization method your project should be using? See Randomization
3. Study Arms Testing
As a part of your pre-launch testing plan, you should ensure that your project's study arms and intervention are built as outlined in the protocol. This involves enrolling test participants to each of the project arms, simulating what it will be like for
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AAdherence SnapshotYou can use the customizable adherence snapshot to better visualize your participants data. Using any data source (fitbit, conversation, etc.) you can create a color coded, logic based snapshot of your participants data viewable by date. This view allows
AdhereTech Pill Bottle
https://adheretech.com/ https://adheretech.com/ Contact: Jose Gutierrez j.gutierrez@adheretech.com mailto:j.gutierrez@adheretech.com Josh Stein j.stein@adheretech.com mailto:j.stein@adheretech.com Exclusive University of Pennsylvania Pricing Cost per b
Advanced Settings
The Way to Health admin portal has the option for the additions of features that can streamline the participant management experience. Note: making changes will impact all users, not just your view. In Manage Study, navigate to 'Settings' located in the
Aggregator Setup
An aggregator is needed for a study using multiple sources (ex: Fitbit and Moves app pedometers) to collect data for the same data class (step counts). The aggregator will look for data from all devices in the same class and will attach the data from the
Alerts
Pages inside of this folder will explain usage of alerts in the Way to Health platform. Setting Up A Duplicate Data Alert https://atlas.waytohealth.upenn.edu/confluence/display/WTHST/Setting+Up+A+Duplicate+Data+Alert Setting Up a Specified Value Alert htt
Answering Machine Detection
Overview These docs can all technically be explained by Twilio’s version here: https://www.twilio.com/docs/voice/answering-machine-detection https://www.twilio.com/docs/voice/answering-machine-detection However, even with this info it was kind of confusin
Auto-populated Variables
Way to Health has a collection of variables that are automatically created from information in the participant profile. These variables are available for use in any of the messaging, including text messages, incidents and keyword responses. They can be he
Averager
The Averager is used to take the average value of a device field over multiple days. It was built so that the iDiabetes study could have feedback based on average weekly step count. A unique feature of the Averager is that the number of days it averages i
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BBi-directional SMS 'Collect Data' EventHow do I set up a 'Collect Data' event for a Twilio SMS device? After you add your device to the study, navigate to Manage Study → Study Arms. Then select 'Manage Event Schedule' for the arm where you want to add the 'Collect Data' event. Not sure how
BP categorization using calculated values in survey js
BP categorization is fairly simple using conversations and calculated values in survey js. These categorizations can be used by W2H event scheduler for logic, incident generation, etc. Most BP projects involve prompting a participant to submit a 2nd BP if
Build Guide
Welcome! How can we help you? Welcome to the Way to Health Build Guide This guide contains everything you need to build Way to Health programs. If building surveys, arms, and events is your jam (or you want it to become that), you’re in the right place. I
Building Conversations
Building conversations is as easy as our drag and drop feature in our survey builder. When building your conversations, think of them like a survey. Starting out with a flowsheet document outlining your conversation flow may be the way to go! This way you
Building: Enrollment
How to Build the Enrollment Process https://atlas.waytohealth.upenn.edu/confluence/display/WTHST/How+to+Build+the+Enrollment+Process Old Enrollment Process https://atlas.waytohealth.upenn.edu/confluence/display/WTHST/Old+Enrollment+Process Randomization h
Building: Messaging
Create conversations for your participants using our messaging feature. You have the ability to build conversations in our platform like a survey via text message. Using conversations, participants can have both open ended responses and formatted answers
Building: Participant Dashboard
In this article, you will learn how to add content and surveys to Way to Health’s participant-facing website, referred to as the participant dashboard. The participant dashboard provides content and survey administration to participants who have started i
Building: Project Arms and Events
Let's get started building the heart of your intervention. You have completed building your enrollment process and are ready to start creating your intervention or study. You can access your event schedule by navigating to Manage Study>Study Arms>Manage
Building: Surveys
With this feature you can: Build, preview, and test surveys directly inside of W2H. Include PHI-related questions in your surveys, because both the survey and the responses are securely stored directly within W2H. Allow multiple users on the same study to
Building: Translations/Internationalization (I18N)
Enabling Multiple Language Support If your study is looking to support multiple languages other than English, the other languages must first be enabled through Mange Study under Settings > Advanced > Internationalization. Once ‘Enable Internationalization
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CClinical Program Text ConsentAt Penn Medicine, the Privacy Office has given us guidance on who we can text and how to capture consent from patients via text message. General Guidance In all texting programs (without informed consenting), follow these guidelines: In the initial text m
Cohorts
Way to Health offers studies the ability to add cohorts to their study arms. Set Up This is a setting that can be set on the arm-level. Here is how to set-up cohorts: Go Manage Study and select the Study Arms page. 1.png Hit the pencil icon to edit the a
Configuration Best Practices
Custom Data Source (Manual Upload): CSV File Import Data can be manually uploaded to W2H using the CSV File Import feature. This is useful for programs that may want to capture data from a source that is not integrated with W2H. This is a great alternative to a full data source integration which requires d
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DDate VariableA date variable allows you to create, update, calculate and assign participant-specific dates to a their record. This can be useful for driving activities in the platform off of a specific date* such as an appointment date, or a smoking quit date. It can
Day 0 scheduling behavior
Whether it’s from a participant starting, or a block being scheduled for the current day, a number of things happen when a block is created for “today”. Individual events can set themselves to occur “before”, “immediately”, or the “same day” as a block is
Device States
Auth Failed: Something went wrong while the participant attempted to setup their device. They will need to restart the process. Authorizing: The device is in the process of being authorized. We will not attempt to get data from the API until authorizatio
Devices and Data Sources
Creating a Data Source To create a new data source, you can go to the Data Sources tab under Manage Study, then create a data source from the following types: Surveys/Forms - Learn about building surveys here: Building: Surveys Devices - For physical devi
Diet ID
Diet ID is a survey-type assessment tool used to gather information about a participant’s diet preferences/habits. Way to Health has a rudimentary Diet ID integration - it can be used to send a participant a link to an assessment and track whether an asse
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EEnrollment Run-In VariableWhat is an Enrollment Run-in variable? An Enrollment Run-in variable is the same thing as the Enrollment Run-In Target Generator, but with extra perks! These two features allow you to calculate a goal for a participant based on their baseline run-in peri
Epic Alerts (PennChart)
Way to Health can push alerts directly to PennChart. This feature requires coordination and a build with Corporate IS. Setup Under Advanced Settings, you can enable Epic Alerts by completing the form with requested information from Corporate IS. You can c
Epic Fields and Validation
Updating demographics from Epic If the participant profile is synchronized with Epic, any updates to the patient’s demographics in Epic can be reflected in the participant profile on Way to Health. This may be helpful to ensure information is updated in o
Epic Flowsheet Integration
The Epic Flowsheet Integration sends data from Way to Health into the Epic flowsheet. Generally, a program’s staff should be able to get the flowsheet ID template number and flowsheet ID number from IS. For specific information about mapping Blood Pressur
Epic Flowsheet Integration (PennChart)
Initial Integration Set-Up Navigate to advanced study settings Scroll to the bottom of the page and turn on Epic Flowsheet integration by clicking the check box Click save Screen Shot 2017-10-27 at 2.55.10 PM.png An extra menu item should now show up unde
Epic Participant Status SDE
Background W2H has a core feature that writes back to a program-specific smart data element (SDE) in Epic anytime a participant status changes (i.e., from started to finished). In turn, the Epic SDE determines whether the program and its description appea
Error Checks and Testing
Once you have completed building the study, you should use the Error Checks page to check your work. With Error Checks, the system will look through your entire set-up and alert you about any potential hiccups or misconfigurations as well as inform you if
Evaluating and updating messaging triggers
This page is designed to answer (or help you answer) the following questions: How well are the triggers configured on my study working? Are they catching things they shouldn’t? (false positives) Are they missing things they should have caught? (false nega
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 respon
Events by Type
Building the components of your intervention is simple. After creating your study arm, you can begin building the interactions participants have with the platform. The following event types can be created: Send a Message Send a Conditional Message Admini
Experimental Features
Enrolling non-participants A participant record can be automatically created for a non-participant or an inactive participant who texts the study number. This may be helpful for text-in enrollments. The participant profile will be created with the first n
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FFitbitPurchasing & General Information Fitbits are watches/wristbands that have the capability of tracking steps, heart rate, mvpa or intraday data, and sleep. For each, you can choose to setup collect time series data for each of these activities. For pricing
Fitbit vs. Withings
Which device to measure activity is right for your study? Fitbit Withings Pros Can collect intraday data (minute by minute data) W2H can calculate a daily MVPA (moderate to vigorous physical activity) value for participants Data connection with W2H is sea
Formula Variable
What is a Formula variable? Put your algebra skills to the test! A Formula variable is a custom variable type that allows you to carry out calculations on other variables. With the Formula variable, you can Use the variable in messaging to alert partic
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HHidrate SparkGeneral Information Hidrate Spark is a smart water bottle that tracks fluid intake. For pricing and other helpful information visit: https://hidratespark.com/ https://hidratespark.com/ Authorization You should work with the Way to Health team to set up th
Holiday schedules
Two features can be used to adjust outbound and inbound messaging on holidays, respectively: Date event blocks that run on multiple dates (outbound messaging) Custom dates in messaging schedules (inbound messaging) A date event block that runs on multiple
How to Build the Enrollment Process
New enrollment features were released on February 27, 2019 which provides flexibility and a smoother interface. For clinical projects and studies that launched prior to this date, talk to your implementation lead about switching to the new enrollment flow
How to Configure Randomization
The randomization scheme is typically defined in the study protocol and should be set up according to that documentation. Way to Health supports basic, blocked, and blocked with stratification randomization. See Randomization for more detailed informati
How to Configure Strata
Randomization with stratification is used to randomize participants based on a set of criteria, like BMI, age, disease type, etc. See Randomization for more detailed information. After choosing 'Block Randomization with Stratification' for randomization
How to Configure Study Settings
To navigate to the Settings page, click on the Manage Study tab, and then on the left, click on Settings. A number of different functions can be controlled from this page. Some are closely related to study testing and management so they are discussed in g
How to fill out Trello Cards
When the project moves to gathering requirements: Copy the “Example” Trello card https://trello.com/c/tCmM29EO/521-example-copy-this-one in the prospects section, exclude comments when copying Assign yourself (and dev, if applicable) to the card Assign th
How to Use Device Data
Most interventions require actions or logic to be performed as a result of participant data. This can be for adherence tracking, messaging, or more. There are two main ways an intervention can be configured to be reactive to participant data. Data Collect
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IInbasket Troubleshooting in EpicHere’s how to look up an inbasket message in Epic to see what happened to it. Prereq: you must have access to Using Epic Record Viewer . If you don’t have access, you can get it with an IS ticket. Find the incident in w2h. There should be an indication if
Incident Grouping
Incident Grouping was a feature introduced in March 2023. This is how it works. Makeup of an incident When an incident is generated, there are a few pieces of data that are associated with it: What triggered it This is the text of the incident This may al
Incoming Device Data
Devices can be highly configured to change the way that data attaches to each event. Below we will learn about the configurations available and how you may want to leverage them. Each device comes with a default configuration that should be appropriate mo
Indefinite Repeating Events
Background: The W2H system queues event repeats for each participant. Many programs, particularly clinical programs, run indefinitely to monitor participant breathing, BP, etc. We previously handled this by scheduling events with 1000+ repeats. This is pr
Internationalization (i18n)
These are the voices and dialects for the languages we support: W2H Locale (code) Twilio Language Twilio Voice English (en) en-US Polly.Joanna Spanish (es) es-US Polly.Penelope Russian (ru) ru-RU Polly.Tatyana Korean (ko) ko-KR Polly.Seoyeon Twilio has su
Intraday data
Some devices support the collection of more granular time-series data throughout a day. Most of our devices will collect a value for a certain day, while devices that support intraday data collection will often have data by the minute. Collecting Intraday
IVR: Interactive Voice Response
A starting point for our IVR feature.
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LLeaderboard VariableWhat is a Leaderboard variable? A Leaderboard variable allows you to set up a little friendly competition by showing participants how they rank up against their teammates each week. Behavioral economics says that by competing against each other, individu
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MMapping Out W2H EnrollmentIn this guide, you will learn how to plan out enrollment in Way to Health. This should be done prior to building on the platform so it can be configured quickly and efficiently. It is also a great way to get started on your individual study's standard ope
Messaging Schedules
Easily schedule business hours and nights and weekends for participant messaging with this feature. Under manage study>messaging, you can set your interventions personalized business hours on the "schedules" tab. As shown below, every study will come wit
Messaging Service
If your program will be sending high volumes of texts to participants, you may want to use a Messaging Service. Messaging Service allows us to use several numbers for a single project to send many texts to patients across the program. The features that c
Moderate and vigorous physical activity (MVPA)
MVPA is calculated from the intraday data file we collect from Fitbit. The formula we are using to calculate MVPA is the total number of minutes that a participant had greater than or equal to 100 steps. This formula is consistent across all studies on Wa
Multiple Choice Variable
Planning on using gamification? Want your participants to move up and down levels (Gold, Silver, Bronze) based on their behavior or compliance? Want to ask participants their exercise preferences (yoga, pilates, weight lifting) and then remind them to pe
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NNLU Messaging TriggersThe NLU Intent Analysis trigger type allows the platform to pass an incoming message to one of our NLU providers to try and determine the “intent” if the message. We currently support 2 NLU providers: CLU: Conversational Language Understanding LUIS NLU: N
Numeric Question Type
The numeric input question type is an IVR specific question type. This question allows for any number input as well as numbers specified above, below or within a numeric range. Here are the following options that will get most widely used: image-20230509-
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OOld Enrollment ProcessYou have the ability to edit or customize many aspects of the study and enrollment experience! From the Enrollment tab, you can create and edit all of the events that occur as part of the enrollment process. As you can see, some steps are already pre-conf
Omron Blood Pressure Monitor
Purchasing Omron BP monitors can be purchased here: https://omronhealthcare.com/blood-pressure/ https://omronhealthcare.com/blood-pressure/ . Filter for devices that are bluetooth enabled. General Information Add Omron as a data source by clicking: manage
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PParticipant Data VariableYou have the ability to set up a custom variable that looks at your study's data sources and its relevant data so that you can aggregate and perform calculations with that data. This functionality will also be replace the functionality of the averager and
Participant Goal Variable (formerly targets)
Setting goals for participants steps, sleep or another data value? Using participant goal variables, you can: Calculate a standard target or goal for all participants assigned to a given arm This allows participants to have a set target that is consisten
Participant Profile
This section allows you to define which fields are available and required for your project across several places within Way to Health. First, review the Profile Fields and choose which fields are not used (hidden), optional and required. This establishes
Participant Record Header
At the bottom of the config page for Manage Participants, you can set profile fields and variables to show up under the participant record header for all participants in the study. image-20231011-170440.png Up to five fields/variables can be added total,
Participant Upload
There are many ways to create participant records in Way to Health. This how-to guide will explain how to upload a list of participants from a CSV file. https://waytohealth.atlassian.net/wiki/spaces/WTHST/pages/450789480/Upload+a+List+of+Participants#Uplo
Patient-reported BP Validation
BP Keyword Trigger There is a dedicated keyword type called Blood pressure value that can be used to ingest patient-reported BP values. The criteria for this keyword are as follows: // $regex summary:Can start with none or any amount of non-number charact
PennChart (Epic) Embedded View of W2H
You can view and enroll patients in Way to Health programs directly through our PennChart integration. To configure your program to enroll via the Epic embed, go to Turn on enrollment via the PennChart (Epic) embed. In this guide you will learn to: Access
PennChartX: Admission, Discharge, Transfer (ADT) data feed
W2H is integrated with Penn Medicine’s Electronic Medical Record Epic, also known as PennChart. W2H can link a participant profile with a patient’s chart in Epic using the patient’s MRN. W2H allows the user to configure additional fields for validation su
Phone numbers in uploads
Depending on how your source data captures and reports phone number, there are two approaches you could use to get phone numbers from a CSV file into w2h profiles. Approach 1: map columns directly to text & voice number When the project team knows which n
Point Balance Variable
Planning on using gamification for your intervention? Want to allow your participants to earn points? Set up your point balance variable by following the steps below to meet your study's individual needs! Participants can earn points for compliance with s
Propeller Health
Purchasing & General Information Propeller Health has inhaler sensors that have the capability of tracking when and how often people are using their inhalers. For pricing and other helpful information visit: https://www.propellerhealth.com/ https://www.pr
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RRandomizationGuide to Randomization on W2H While there are customizable options for randomization on W2H, certain options are standard and other options may require additional development and associated costs. The standard options include: Basic randomization Blocked
RegEx Keywords for iPhone Reactions
Users who have iPhones will sometimes utilize the “reaction” feature that iMessage offers. This can trigger unwanted SMS responses from the Way to Health platform, which does not integrate with iPhone reactions. Setting up these simple regex triggers in m
Regular Expressions / RegEx
Regular expressions are characters used to define a search pattern. They can be used to enhance existing W2H functionality. Go here https://regexr.com/ and select the cheatsheet on the left panel to learn how regular expressions can be built and used. The
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SSetting Participant-Selected Timing for Text Message Conversations and Other EventsWhen setting repeating message events, many teams use a standard time schedule - for instance, this message goes out daily at 10:00AM. But a single set time will rarely work for everyone enrolled in a program. There are bound to be people who wish they co
Setting Up A Duplicate Data Alert
Create a custom alert message in the event a participant submits duplicate data of the same type. e.g. receive an automated alert message if your study uses Twilio picture messaging (MMS) and a participant submits the same exact image twice when they are
Setting Up a Specified Value Alert
Want to know if a participant has a temperature over a certain clinically significant value? Set up an alert! Navigate to the 'Alerts' section under the Manage Study tab. 81.png Click the '+ New' alert generators button. 82.png Fill out the following fi
Setting Up a Weight Change Alert
Want to know whether a participant either lost or gained a significant amount of weight over a specified time span? Set up an alert! Navigate to the 'Alerts' section under the Manage Study tab. 81.png Click the '+ New' alert generators button. 82.png Fi
Silence/Un-silence on ADT Feed
We regularly use ADT feeds to silence and unsilence participants in programs, among other things. The preferred method is to create an event block triggered by the timestamp of the ADT data source and checking the “if two unique instances…” checkbox below
Sleep 'Collect Data' Event
Why is a sleep 'Collect Data' event different than a pedometer, pill bottle, or scale set up? A sleep device is unique in that the event window for capturing sleep data is different than other devices. For a device like a Fitbit, the event window will be
SMS Blood Pressure Receiver
In addition to asking questions to participants via the traditional SMS receiver, users can also set up a special SMS receiver called the Twilio SMS Blood Pressure Receiver which can detect a variety of formats for participant's texting in blood pressure
SMS Text and MMS Image Receiver
I. Setting up Twilio account in Way to Health 1. Contact W2H Implementation team to set up a Twilio phone number for your study. Is your project using using bi-directional text messaging? If yes, let the Implementation team know. With our bidirectional
Starting Your Participants
It's easy as 1, 2, or 3! You have the power to decide how to start participants! Manually - Start participants with the click of a button! This setting gives you the power to decide when to start the participant via the participant profile. Want to use
Starting your Study
After you have fully tested your study's functionality and confirmed that everything is working properly, you are ready for real participants! Navigate to the 'Settings' tab under Manage Study. You will see a 'Reset Participant Data' button. Select th
Study Settings
How to Configure Study Settings https://atlas.waytohealth.upenn.edu/confluence/display/WTHST/How+to+Configure+Study+Settings Advanced Settings https://atlas.waytohealth.upenn.edu/confluence/display/WTHST/Advanced+Settings EPIC Flowsheet Integration https:
Summarizer
The summarizer is used for a device for which collecting multiple data points throughout the course of an encounter window is needed. Ex: A participant is asked to check their glucose level 4x/day in order to be be marked as compliant Setup Source: The
Support and Participant Partners
Capitalize on the behavioral economics concept of social support and influence to drive behavior change and increase adherence through the use of partners! Partners can be a spouse, friend, family member, etc. who will help encourage the participant to me
Survey Link and Survey-Based Value Variable
What is a survey link variable? A survey link variable is a link that can be used for a certain survey in a logic set. A survey link variable can be created for all surveys in Way to Health and will give you the ability to send the SURVEY_LINK in a messa
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TTriggering or Scheduling ConversationsScreen Shot 2019-06-27 at 1.35.11 PM.png Once you create a conversation, you have the ability to choose: Will this be a scheduled conversation for day 7 at 9am for my participants? Will this be a conversation triggered when someone texts in "hello" "help"
Troubleshooting "Epic Fail" Software Alert for failed flowsheet submission
The W2H development team sees this in the details: “CONTACT_IS_INVALID details: The contact found with the patient ID and DAT was invalid.” When you see a Software Incident: “EPIC FAIL: A row of data fails to submit to the epic flowsheet” it means the dat
TrueMotion
Purchasing & General Information TrueMotion collects driver data to understand driver risk and crash detections: https://gotruemotion.com/app-solutions/ https://gotruemotion.com/app-solutions/ Penn has a white-label version of this app called Way to Drive
Turn on enrollment via the PennChart (Epic) embed
From Study Settings > Advanced, select Epic Embed. Screen Shot 2022-03-23 at 4.26.01 PM.png From this view you can: Make the program visible in the embedded view and add a description of the program. Once this is toggled on, all Epic users can see the pro
Typical 'Collect Data' Event
How do I set up a 'Collect Data' event for a typical device (pedometer, scale)? After you add your device to the study, select 'Study Arms' from the Manage Study drop-down list. Then select 'Manage Event Schedule' for the arm where you want to add the 'C
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UUsing calculated values for scoring in conversationsThis feature is also available for traditional surveys (see Building: Surveys for information on that tool.) There are many uses for calculated values in conversations. A good use case is scoring the results of a conversation. In the example below, patien
Using Display Logic in Surveys
Display logic, sometimes referred to as “branching” or “skip” logic, refers to adding parameters to a survey page or question to determine whether or not they will appear. This is usually based on a participant’s response to a previous question in the sur
Using Epic Record Viewer
Record Viewer is an Epic Tool that lets you see pretty much anything in the database… if you know where/how to look. Here are some tips for figuring out how to find stuff. Users don’t have access to Record Viewer by default. You need to request access. Us
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VValidation and Error Messages in SurveysThe W2H survey builder allows for the creation of validation criteria for responses to survey questions. This can be as simple as making sure the response to the question “What is your age?” is numeric, or as complex as making sure the response to the que
Variables
Variables replace the name, e.g. {{ target }}, with a participant specific value, e.g. 5,100. For example, PARTICIPANT_FIRSTNAME and {{ Points }} or {{ Levels }} are all examples of a variables. You have the ability to: Send participants messages about
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WW2H Implementation ChecklistGathering requirements 22 incomplete Share appropriate build map template with the project team: For clinical programs: Clinical Build Map Template https://waytohealth.atlassian.net/wiki/download/attachments/21496223/Clinical%20Build%20Map.pptx?version=1&
Wisepill
Wisepill is a medication adherence device that is integrated with our platform. For more information on devices, purchasing and contact information visit https://www.wisepill.com/ https://www.wisepill.com/. Below is a listing of an example pricing structu
Withings
Formerly known as Nokia Purchasing & General Information Withings has several devices that are integrated with W2H. These include their Blood Pressure Cuff, Scale, and Pedometer. Those purchasing Withings for research can receive a 20% discount!To inqu
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