Impact Participant Program Enrollment Statuses

Expiration Window or Limitations

Description

Status and Display in Support Dashboard

Status and Display in Clinician Dashboard

Notes

N/A

Clinician has not completed enrollment

Participant does not show in Support Dashboard

Clinician enrollment workflow

This starts a 30-day enrollment window that ends once "Device Account Synced" status is achieved

Clinician has completed enrollment (clinician did not provide email address to send enrollment email to participant)

Shows as "Enrolled by Clinician"

Shows as "Invited"

Email address can be added, and enrollment email can be sent from Support Dashboard

Enrollment link expiration is end of 30-day enrollment window

Clinician has completed enrollment (enrollment email sent to participant)

Shows as "Email Sent"

Shows as "Invited"

Enrollment email can be re-sent to participant from Clinician Dashboard and Support Dashboard

Participant has begun enrollment (consented, but has not yet completed data source permissioning/auth)

Shows as "Patient Consent"

Shows as "Invited"

Enrollment email can be re-sent to participant from Clinician Dashboard and Support Dashboard

Participant has completed permissioning their data sharing via source auth and has completed participant enrollment. In programs with more than one measurement type, the participant has connected at least one source.Impact Participant Source Connection Status*

Shows as "Device Account Synced"

Shows as "Active." Previously source synced historical data will become available in the dashboard.

Historical data will become available in the Impact Clinician Dashboard for readings that had been previously synced/uploaded to the source account (given organization historical data backfill setting for this: 0, 30, 180 days). Data on the device that has not yet been uploaded/synced to the source account will not be available (as this is un-synced data).

N/A

*Participant has completed enrollment ("Device Account Synced"), and they have uploaded new data

Shows as "Initial Data Uploaded"

Shows as "Active."

*Previously un-synced readings taken within 24 hours of "Device Account Synced" time will trigger status change to "Initial Data Uploaded" once synced.

 Relevant notifications will trigger on new readings.

N/A

Participant has unenrolled from program, or clinician has unenrolled the participant

Shows as "Unenrolled"

Shows as "Inactive"

Clinician and support cannot resend patient enrollment invitation email. Participant can be re-enrolled.

If the participant has not completed enrollment by the end of the 30-day enrollment window, they will be transitioned into "abandoned" status

Clinician enrollment ("Enrolled by Clinician") occurred >30 days ago

Shows as "Abandoned"

Shows as "Inactive"

Clinician and Support cannot resend patient enrollment invitation email. Participant can be re-enrolled.

If the participant has been unenrolled from a program and then re enrolled the user_program_id for the unenrolled option will be moved to “Archived” status

Clinician enrollment in initial program has been unenrolled and an enrollment in the same program has happened after

Shows as “Archived”

Shows as “Inactive” in the previous enrollment, but current program enrollment will display in the user status it is in

Patient has been enrolled in the same program again. No action needs to be taken