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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. To support this feature, we’ve also revamped some views to help you set up and manage your intervention with ease. Get ready for:

  • Calendar views for easier building and participant management

  • In-line editing for quick event creation

  • Collapsable Event Blocks

  • Manually triggering an event block from the participant record

Earlier this year we released scheduling events by day of the week,

The changes we made will not affect live studies other than some new views in the event schedule under manage study and the participants profile. Don’t worry these new views are very intuitive and super awesome, we know you will love them!

🕶 New Views 🕶

Schedule of Events

Okay, so you are building or iterating on your study and you basically live in Manage Study>Study Arms>Manage Event Schedule. Don’t be alarmed but it looks a little different now because it is home to a whole new way of scheduling events:

As you can see above you still have the ability to add a new event in the top left corner, but there is a new tab and a new button.

You will be directed to the “Manage Events” tab when you navigate to this page. If you want to see your events in a calendar view, go ahead and click the “Calendar” tab.

Regarding the new button “New Event Block”…that is the big new feature we are releasing, so please keep reading, I am going to go deeper into that after we show off the brand new looks!

In the participant’s profile, you will also see the option to view a list of events or the calendar view using the tabs listed on the left side:

🧰 🛠 New Functionality 🛠 🧰

Let’s talk about event blocks. As you can see in this image, on Manage Study>Study Arms>Manage Event Schedule there are multiple sections in the event schedule view:

What you are seeing here is the ability for you to add a new event block. An event block is a schedule of events that can be triggered by any data source like a date, csv upload, device data, a survey response or a text message. This feature allows you to be more flexible with scheduling events for your participants based on their specific data. You still have the ability to schedule events the “traditional” way (3 days from participant start, immediately upon participant start, etc.)

Let me give you some examples of how event blocks could work for you:

  • I only want the participant’s to get a certain event block when they are discharged from the hospital and W2H is notified through their EPIC integration.

  • I only want participants who have texted in that they have given birth and are back at home to get a certain event block with a schedule of events asking them about the health of their baby.

  • I want to allow my participant’s to enter their therapy schedule into a W2H survey and only trigger certain event blocks on the day after their appointment to check in.

For those of you building in W2H, please let Neda and Stephanie know if you want to take advantage of this awesome new feature. Please visit our user guide by clicking here to learn the specifics on how to implement this!

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