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Support Partners and Caregivers

Support Partners and Caregivers

Support Partners allow for a secondary person to participate in the program along side the participant. In some cases, this may be an actual support partner in order to leverage behavioral economics concept of social support and influence, but it can also be used for things like a caregiver, spouse, or a parent/guardian that would benefit from being involved in the intervention of the program.

Ask your implementation lead to enable the Support Partner feature on your program. They can configure the following aspects of this feature:

  • Alternative name for Support Partner in the program (e.g. Caregiver, Parent, Guardian)

  • The Support Partner profile fields (e.g. Name, Email address, Text Number)

  • If there is a step during enrollment to collect the Support Partner information

How to assign Support Partner in the Admin

  1. Navigate to a participant profile. 

  2. Once the support partner feature is enabled, participant profile pages will show a tab for the Support Partner (or if using a customized name, that name will appear instead. In this screenshot, the “Caregiver” tab is the support partner tab).

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  4. Click into the tab and you will see a sidebar with an area to add details for a new Support Partner.

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  6. As soon as a participant's profile is created during enrollment, you can update the support partner information here. (Note: The only fields that can be filled in are the ones that were configured to show in the Manage Study > Advanced > Support Partner page). This is where the name, contact information, and notification preferences (text or email) for the partner will be entered.

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  8. After a partner is added, the Support Partner tab will now show their SMS inbox, to view their texts between the program, as well as their conversations and surveys.

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How to assign Support Partner in the Embed

  1. Support partners can be managed through the Epic Embed in their own display panel.

    1. Support partners can be added within this panel, or have their data updated.

    2. When a support partner exists, their partner SMS inbox will also appear here

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How to collect Support Partner details in Enrollment

Support Partner information can be collected at any time via the admin or the embed, but your program can also be built with a step specifically meant to collect this information during enrollment.

In the admin

When a participant reaches this enrollment step, clicking ‘Complete’ on this step will take you to their support partner tab in order to add a partner to their profile. When a partner is added while this step is active, the enrollment step will automatically complete.

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In the embed

This step is also completable fully within the Epic embed. It will display as part of the Enrollment panel.

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A form will appear once “Complete” is selected, and saving the partner details will automatically complete the step and move on to the next enrollment step. If a partner already exists when the participant reaches this step, their data will be auto-populated in the fields.

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NOTE: This step is not yet completable from the Participant Portal, but there are future plans to enable this.