October 7, 2019

Created by Stephanie Brown (Unlicensed)
Last updated: Oct 02, 2019
3 min read

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…

  1. Add a new event in the top left corner, or within each event block.

  2. Create a new Event Block. [Event Block can also link to user guide page]

  3. Collapse Event Blocks by clicking the block name.

  4. Easily see events scheduled by day of week or those anchored by the Event Block start.

  5. 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.