EPO Basics
Assigning Study IDs
Booking a Baseline Visit
REDCap & Confirmation
Cancellations & No-Shows
100

This is the first system you open to begin outreach tracking.

What is RedCap?

100

If the most recent ID is R012, this is the next one you would assign.

What is R013?

100

This is the symbol you should add to a calendar event when a participant confirms.

What is the checkmark emoji (✅)?

100

True or False: You should invite the participant to the Google Calendar event.

What is False?

100

This is the first thing to do if a participant cancels or no-shows.

What is remove the Google Calendar event and message ER Slack?

200

This is how many call attempts must be made before marking a participant as “Eligible – Could not be reached.”

What is 5?

200

This is when you assign a Study ID.

What is immediately upon confirming a Baseline Visit?

200

These are the people you should invite to the calendar event.

Who are all RAs on shift and Lead RAs?

200

This is where you log the Baseline Visit date and time in REDCap.

What is the Baseline Alerts Management form?

200

This is what your Slack message should say after a no-show.

What is “Hello, [Study ID] cancelled/no-showed to their Baseline Visit on [date] at [time].”?

300

This is your outreach method if a participant doesn’t have a listed phone number.

What is email them instead?

300

This prefix must be included with every Study ID.

What is “R”?

300

This is the information you should use for “First Name” and “Last Name” in the booking contact info.

What are “R” and the numeric portion of the Study ID?

300

This is the setting you must enable to send reminder emails and texts.

What is check “Yes” for automated messages?

300

This is the form you should update to disable reminders for a cancelled visit.

What is the Baseline Alerts Management form?

400

This is where all outreach attempts must be logged immediately after each attempt.

What is the REDCap EPO form?

400

This is where you find the next available Study ID.

What is the Study ID Assignment Report in REDCap?

400

This calendar is used to book internal Baseline Visits.

What is the Google Appointments Calendar?

400

This is how many days in advance you should assign a reminder call shift.

What is one day before the visit?

400

This is the maximum number of Baseline Visit attempts a participant can make before being removed from outreach.

What is three?

500

This is what you should do if a participant emails with their call availability.

What is check the RA Shift Calendar and assign the call under “Tasks”?

500

This is where in REDCap you go to enter the new Study ID.

What is the “Study IDs” section of the EPO form?

500

This is the email that should be entered into the booking form.

What is dynamicpsychlab@gmail.com?

500

This is how you set alerts for a rescheduled Baseline Visit.

What is create a second instance of the Baseline Alerts Management form and enter the new date and time?

500

This is the form you fill out to document and reschedule a cancelled Baseline Visit.

What is the Baseline Rescheduling Management form?