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Pathway templates define the schedule of activities for participants throughout the study. They specify what questionnaires to complete and when.

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What are Pathway Templates?

Pathway templates are PlanDefinition resources with type “participant-pathway” that define:
  • Visit structure
  • Questionnaire assignments
  • Timing and windows
  • Conditional activities

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Creating a Pathway Template

1

Navigate to Templates

Go to Organization > Templates > Pathways.
2

Create New

Click “Create Pathway Template”.
3

Enter Details

Provide name and description.
4

Build Structure

Add visits and activities.
5

Configure Timing

Set time windows for activities.
6

Save

Save the template.

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Pathway Structure

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Visits/Time Points

Organize activities by visit: 
Participant Pathway
├── Screening Visit
│   ├── Eligibility Assessment
│   └── Informed Consent
├── Baseline Visit
│   ├── Demographics
│   └── Baseline Assessment
├── Week 4 Visit
│   └── Follow-up Assessment
└── End of Study Visit
    └── Final Assessment

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Adding Visits

1

Add Visit

Click “Add Visit” in the pathway editor.
2

Name Visit

Provide a descriptive name (e.g., “Baseline Visit”).
3

Set Timing

Configure when this visit occurs.

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Activities

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Activity Types

TypeDescription
QuestionnaireData collection form
TaskNon-data-collection activity
SignatureElectronic signature

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Adding Activities

1

Select Visit

Choose the visit for the activity.
2

Add Activity

Click “Add Activity”.
3

Select Questionnaire

Choose the questionnaire template.
4

Configure

Set activity options.

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Timing Configuration

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Visit Windows

Define when visits should occur:
SettingDescription
Target DayIdeal day for the visit
Window BeforeDays before target allowed
Window AfterDays after target allowed

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Relative Timing

Time points can be relative to:
ReferenceExample
EnrollmentDay 0, Day 30, Day 90
Previous Visit4 weeks after baseline
Study EventAfter randomization

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Conditional Activities

Activities can be conditional:

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Condition Types

TypeExample
Arm-basedOnly for treatment arm
Status-basedOnly if status is X
Response-basedOnly if previous answer was Y

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Configuring Conditions

1

Select Activity

Choose the activity to make conditional.
2

Add Condition

Click “Add Condition”.
3

Configure

Set condition type and value.

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Repeating Sections

Some activities may repeat:
  • Multiple treatment cycles
  • Periodic assessments
  • Recurring visits
In the activity settings, configure:
  • Maximum repetitions
  • Repetition interval
  • Completion criteria

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Activity Settings

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Common Settings

SettingDescription
TitleActivity display name
RequiredMandatory vs. optional
InstructionsCompletion guidance

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Questionnaire Settings

SettingDescription
QuestionnaireTemplate to use
Pre-populationAuto-fill from previous data

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Pathway Metadata

SettingDescription
NameTemplate name
DescriptionPurpose and scope
VersionVersion identifier
StatusDraft, active, retired

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Using in Studies

1

Import to Study

In study design, import the pathway template.
2

Customize

Modify for study-specific requirements.
3

Configure Arms

Associate pathways with study arms if needed.
4

Assign to Participants

Select pathway during participant enrollment.

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Arm-Specific Pathways

Different arms may need different pathways:
  • Treatment arm with intervention assessments
  • Control arm with observation-only pathway
  • Multiple pathways for different cohorts
Configure arm-pathway associations in study design settings.

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Best Practices

Design pathways to match your protocol’s schedule of activities exactly.
Set time windows that reflect clinical reality.
Use visit names that site staff will recognize.
Test pathways with test participants before live use.

Participant Pathways

How pathways work for participants.

Questionnaire Templates

Create questionnaires for pathways.