Info
Introduced in v7.0.

Introduction

Forms (like surveys, questionnaires, medical history, clinical history, etc.) can be collected directly from participants via email. Data gets recorded in OpenSpecimen once the patient clicks on the link and enters the data.

This option is named “Survey Invitations” is present under the “More” option of the Participant List page.

Features

More than one form can be emailed to participants
Reminder emails are sent if forms not filled
Email template per survey can be defined
The number of days for which the link remains active can be configured
Only participant level forms are supported

Prerequisites

Email notifications should be enabled at the system level.
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Email address for the participants should be present.

Info
Starting v7.0, email address is a standard field in the participant page.

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Code Block

language	json

{
      "name" : "cpr.participant.emailAddress",
      "caption" : "Email Address",
      "type" : "text",
      "optional" : true,
      "metainfo" : {
        "phi" : "true"
      }
    },

Emailing the Forms to Participant

Privileges:

In order to email the participant forms and/or consent forms, the user should have at least the following privilege:
a. Participant (PHI): Read, Update privileges
b. Consents: Read, Update privileges
The surveys should already be designed at the CP level. For details on how to design the surveys, refer Surveys wiki page.

Follow the below steps to email consents/ forms:

Expand

Go to Participant List Page > More > Survey Invitations
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This will redirect to the list page of “Survey Invitations” that shows the below details:
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Click on the “Email Survey” option at the top of the page
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Enter the PPIDs in the text box available. Click on “Add”
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The participants added appear in the next screen with their email address. If an email address is not present, it will display that row in red. You can remove that participant by clicking on the “x” in front of that row. Click “Next”
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Click on the “Select Survey” dropdown. All the surveys present for that CP will be visible here. Select the appropriate survey and click on “Submit” to send the email, and click “Previous” to add/remove the participants
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A success message will be displayed in green and the mails is sent to participants as per the template defined for the survey