Daily Check-In Accelerator

Updated on 30 Oct 2024
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Overview

The purpose of this accelerator is to streamline the daily check-in process for clinical trial participants. Regular monitoring of participants is crucial for tracking symptoms, ensuring their well-being, and maintaining the integrity of the trial data. This accelerator eliminates the need for manual check-ins, repetitive questionnaires, and constant follow-ups, reducing administrative burdens. This accelerator ensures a smooth and efficient process by automating the daily check-ins and symptom tracking.

Below is a step-by-step guide to securely manage the daily check-in process through the Ushur Invisible App.

Accelerator Navigation

Navigate to Create Project > DailyCheckIn.

The Workflow

To configure the workflow settings refer to Configure the Setup and Start Option.

Description Of The Steps

Step Name	Description/Functionality
Welcome!	First engagement with the end-user with a welcome message stating the purpose of the engagement and providing a link to the Ushur Invisible App.
Symptom1Questions	End-user answers a couple of questions about a particular symptom and if the symptoms are extreme, the end-user is redirected to a phone call with a healthcare agent.
Symptom2Questions	End-user answers a couple of questions about another particular symptom and if the symptoms are extreme, the end-user is redirected to a phone call with a healthcare agent.
CallHealthcare	End-user receives a confirmation message of the phone call with a healthcare agent.
OtherSymptoms	End-user inputs any other symptoms that they are experiencing and a thank you message at the end.

Pre-Defined Tags Configuration

To Configure the pre-defined tags, navigate to Setup & Start > Data.

Tag Name	Tag Description
CompanyName	Name of the company conducting the clinical trial.
CompanyNumber	Phone Number of the company conducting the clinical trial.
HaveSymptom1	If the end-user is experiencing symptoms described in symptom1 tag Note Stores the value “Yes” or “No”.
HaveSymptom2	If the end-user is experiencing symptoms described in symptom2 tag Note Stores the value “Yes” or “No”.
HealthcarePhoneNumber	Phone number of the healthcare provider.
OtherSymptoms	End-user inputs any other symptoms that they are experiencing.
PatientFirstName	First name of the end-user.
PatientLastName	Last name of the end-user.
PatientPhoneNumber	Phone number of the end-user.
Symptom1	Name of the symptom you first want to ask questions about.
Symptom1Intensity	The intensity of the symptom defined in the symptom1 tag that the end-user is experiencing.
Symptom2	Name of the symptom you want to ask questions about second.
Symptom2Intensity	The intensity of the symptom defined in the symptom2 tag that the end-user is experiencing.

Additional Enhancement Suggestions

Add reminders
- You can remind the end-user to finish incomplete engagements through Enable Reminders. Refer to General Tab.
Add MFA (Multi-factor authentication)
- Enable OTP-based multi-factor authentication for the Invisible App. Refer to Invisible App Tab.
Add Call an Agent capability
- The end-user can have the option to call the medication company representative or the lab representative and connect with them for instant support. Refer to Phone Agent Module.
Integrate third party chat capability
- You can integrate a third party chat like Five9 in the Invisible App experience. Contact your CSM to know more. Below is a reference:

Data Integration

Data Table is the data from the Enterprise that Ushur utilizes within the workflow and then exports it back to the Enterprise. For more information refer to Data Tables.

Import Data Module

The Import Data module helps you to integrate the data table records into the workflow tags. You can use the tags to display data or ask the end-user to update the value of the tags. To integrate the data table records into tags, follow the below steps:

Drag and drop or double-click the Import Data module into the Inspector Panel of the Welcome Step and double-click to configure it.
From the Datatable to link dropdown select the data table from which you want to import data.
Choose the Unique key of your data table and select the record to link the key value from the respective dropdowns.
Select the next step to be executed from the On Error Branch to dropdown in case an error occurs while fetching the data.
Select the checkbox named Copy Data From and map your data table properties to the respective tags.
Select the tag from Save To dropdown. The tag descriptions are described above in the Tag Description Table.
You can also store the data table properties into new tags, scroll down to the bottom of Save To dropdown to find the New Tag button.

Export Data Module

The Export Data module helps you to store the information of the tags into the data table or a predefined SFTP server. To export the values the tags into the data table:

Create a New Step by clicking the Connector icon of the OtherSymptoms Step and then click the Add Step option. You can name the New Step according to your preference.
Click and hold the Connector icon of the CallHealthcare Step and drag to the New Step created.
Drag and drop or double-click the Export Data module into the Inspector Panel of the New Step created and double click to configure it.
Under Export to choose your export destination as Datatable.
Select the data table you want to export data to from the Export to Datatable dropdown.
Select a destination datatable column from the Export to dropdown for all the tags whose data you want to export.