What are Pathway Templates?
Pathway templates are PlanDefinition resources with type “participant-pathway” that define:- Visit structure
- Questionnaire assignments
- Timing and windows
- Conditional activities
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.
Pathway Structure
Visits/Time Points
Organize activities by visit: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.
Activities
Activity Types
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.
Timing Configuration
Visit Windows
Define when visits should occur:Relative Timing
Time points can be relative to:Conditional Activities
Activities can be conditional:Condition Types
Configuring Conditions
1
Select Activity
Choose the activity to make conditional.
2
Add Condition
Click “Add Condition”.
3
Configure
Set condition type and value.
Repeating Sections
Some activities may repeat:- Multiple treatment cycles
- Periodic assessments
- Recurring visits
Configuring Repetition
Configuring Repetition
In the activity settings, configure:
- Maximum repetitions
- Repetition interval
- Completion criteria
Activity Settings
Common Settings
Questionnaire Settings
Pathway Metadata
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.
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.
Best Practices
Match Protocol
Match Protocol
Design pathways to match your protocol’s schedule of activities exactly.
Realistic Windows
Realistic Windows
Set time windows that reflect clinical reality.
Clear Naming
Clear Naming
Use visit names that site staff will recognize.
Test Thoroughly
Test Thoroughly
Test pathways with test participants before live use.
Related
Participant Pathways
How pathways work for participants.
Questionnaire Templates
Create questionnaires for pathways.