> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carelane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Pathway Templates

> Build participant journey schedule templates

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

## 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

<Steps>
  <Step title="Navigate to Templates">
    Go to Organization > Templates > Pathways.
  </Step>

  <Step title="Create New">
    Click "Create Pathway Template".
  </Step>

  <Step title="Enter Details">
    Provide name and description.
  </Step>

  <Step title="Build Structure">
    Add visits and activities.
  </Step>

  <Step title="Configure Timing">
    Set time windows for activities.
  </Step>

  <Step title="Save">
    Save the template.
  </Step>
</Steps>

## Pathway Structure

### 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
```

### Adding Visits

<Steps>
  <Step title="Add Visit">
    Click "Add Visit" in the pathway editor.
  </Step>

  <Step title="Name Visit">
    Provide a descriptive name (e.g., "Baseline Visit").
  </Step>

  <Step title="Set Timing">
    Configure when this visit occurs.
  </Step>
</Steps>

## Activities

### Activity Types

| Type              | Description                  |
| ----------------- | ---------------------------- |
| **Questionnaire** | Data collection form         |
| **Task**          | Non-data-collection activity |
| **Signature**     | Electronic signature         |

### Adding Activities

<Steps>
  <Step title="Select Visit">
    Choose the visit for the activity.
  </Step>

  <Step title="Add Activity">
    Click "Add Activity".
  </Step>

  <Step title="Select Questionnaire">
    Choose the questionnaire template.
  </Step>

  <Step title="Configure">
    Set activity options.
  </Step>
</Steps>

## Timing Configuration

### Visit Windows

Define when visits should occur:

| Setting           | Description                |
| ----------------- | -------------------------- |
| **Target Day**    | Ideal day for the visit    |
| **Window Before** | Days before target allowed |
| **Window After**  | Days after target allowed  |

### Relative Timing

Time points can be relative to:

| Reference          | Example                |
| ------------------ | ---------------------- |
| **Enrollment**     | Day 0, Day 30, Day 90  |
| **Previous Visit** | 4 weeks after baseline |
| **Study Event**    | After randomization    |

## Conditional Activities

Activities can be conditional:

### Condition Types

| Type               | Example                       |
| ------------------ | ----------------------------- |
| **Arm-based**      | Only for treatment arm        |
| **Status-based**   | Only if status is X           |
| **Response-based** | Only if previous answer was Y |

### Configuring Conditions

<Steps>
  <Step title="Select Activity">
    Choose the activity to make conditional.
  </Step>

  <Step title="Add Condition">
    Click "Add Condition".
  </Step>

  <Step title="Configure">
    Set condition type and value.
  </Step>
</Steps>

## Repeating Sections

Some activities may repeat:

* Multiple treatment cycles
* Periodic assessments
* Recurring visits

<Accordion title="Configuring Repetition">
  In the activity settings, configure:

  * Maximum repetitions
  * Repetition interval
  * Completion criteria
</Accordion>

## Activity Settings

### Common Settings

| Setting          | Description            |
| ---------------- | ---------------------- |
| **Title**        | Activity display name  |
| **Required**     | Mandatory vs. optional |
| **Instructions** | Completion guidance    |

### Questionnaire Settings

| Setting            | Description                  |
| ------------------ | ---------------------------- |
| **Questionnaire**  | Template to use              |
| **Pre-population** | Auto-fill from previous data |

## Pathway Metadata

| Setting         | Description            |
| --------------- | ---------------------- |
| **Name**        | Template name          |
| **Description** | Purpose and scope      |
| **Version**     | Version identifier     |
| **Status**      | Draft, active, retired |

## Using in Studies

<Steps>
  <Step title="Import to Study">
    In study design, import the pathway template.
  </Step>

  <Step title="Customize">
    Modify for study-specific requirements.
  </Step>

  <Step title="Configure Arms">
    Associate pathways with study arms if needed.
  </Step>

  <Step title="Assign to Participants">
    Select pathway during participant enrollment.
  </Step>
</Steps>

## 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

<Note>
  Configure arm-pathway associations in study design settings.
</Note>

## Best Practices

<AccordionGroup>
  <Accordion title="Match Protocol">
    Design pathways to match your protocol's schedule of activities exactly.
  </Accordion>

  <Accordion title="Realistic Windows">
    Set time windows that reflect clinical reality.
  </Accordion>

  <Accordion title="Clear Naming">
    Use visit names that site staff will recognize.
  </Accordion>

  <Accordion title="Test Thoroughly">
    Test pathways with test participants before live use.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Participant Pathways" icon="route" href="/participants/participant-pathways">
    How pathways work for participants.
  </Card>

  <Card title="Questionnaire Templates" icon="file-lines" href="/templates/questionnaire-templates">
    Create questionnaires for pathways.
  </Card>
</CardGroup>