Repeatable form sending issue

[Jean Tittley]

Hi there,

 I need help to figure out a solution to an issue with sending forms.

My project, a clinical RCT, has participants completing survey questionnaires on fixed time-based events (baseline and follow-ups). During the intervention period, they receive several treatments by physiotherapists. Physiotherapists fill in a treatment log each time they see a participant. One participant always sees the same physio.

On another project that was similar, I created a 2^nd arm of participants who were the physios. I sent them a visit reminder with the alert functionality, with a link for a new instance of their repeatable log survey ([survey-link:instrument:Custom Text][new-instance]). The alert trigger was based on a datediff calculation between ‘today’ and a date entered manually, either by themselves in their previous logbook, or by me on a separate form. That worked wonderfully.

This time, I’d like the physio’s log forms to be linked to the project participant’s record, not to a physio’s record. The problem is that if I want to send a link to the physio, I have to enter his email address, say in the survey-specific email field, in the survey settings. That would work for automatic survey invitations, and fixed delays between events, but the delays between visits varies between participants, as does the number of visits (the reasons why I chose a repeatable form again). The options for sending an ASI multiple times are still with fixed delays, after the 1st invitation.

Now with an alert, I could use the same strategy as for my other project for triggering, but I cannot enter a specific email adress for each participant (for his assigned physio), as with an email field.

I thought of MyCap. I could send a new link to the physios when they are about to see a new participants, and they would have on their app as many user profiles as they have active participants in their treatment period. But this would require a lot of compromise on the format of the survey fields, wich is a bit too complicated already for MyCap, so it’s not my favorite option.

So am I trapped?...

Any clue?

Thanks

Jean