133 | | 1. Identify patients from a study that are eligible to join the bio-resource. |
134 | | 1. Check that the patients do not already have a Bio-Resource case. |
135 | | 1. Create a case for the patients. |
136 | | 1. Create the mail merge for the patients. |
| 133 | 1. Identify patients from a study that are eligible to join other studies. |
| 134 | 1. Identify patients eligible to join other studies that have not already been invited into the Bio-Resource. |
| 135 | 1. Check the patients are still alive and get their current address. |
| 136 | 1. Create the invitations for these patients and record that they have been invited. |
| 161 | === 1. Identify patients from a study that are eligible to join other studies |
| 162 | |
| 163 | **Goal**: Each study has a group called something like 'Study Name available for other studies'. |
| 164 | |
| 165 | ==== GENVASC & BRICCS |
| 166 | |
| 167 | 1. Create a smart group in the advanced search. |
| 168 | |
| 169 | ==== Graphic 2 |
| 170 | |
| 171 | 1. Run an Enrollment Activity Search for the completed Thank You letter activity and create a group from the results. |
| 172 | 1. Create a smart group based on the Thank You letter group combined with the other criteria. |
| 173 | |
| 174 | === 2. Identify patients eligible to join other studies that have not already been invited into the Bio-Resource. |
| 175 | |
| 176 | 1. Run a Got This Not That search against one or more of the above groups where: |
| 177 | a. The patient is not deceased. |
| 178 | a. GOT (in the primary study enrolment) 'enrol into study'. |
| 179 | a. GOT (in the primary study enrolment) another guaranteed activity, as appropriate. |
| 180 | a. NOT GOT (in a BioResource enrolment) 'invitation letter sent'. |
| 181 | 1. For the resultant contacts run a Update Demographics (Deceased and Address) task. |
| 182 | 1. Rerun the search from step 1. |
| 183 | 1. For the resultant contacts, run a task to create the PDF invitation letters. |
| 184 | 1. For the resultant contacts, run a task to create a Bio-Resource case for each contact. |
| 185 | 1. For the resultant contacts, run a task to add the contact to the Bio-Resource group. |
| 186 | |
| 187 | |
| 188 | NOTE: The 'Got This, Not That' isn't the most efficient way of searching for these contacts. Refactor this later. |