This article reviews how to set up a plan where participants can register themselves. This workflow allows the study team to skip the Add Participant, Assign Plan, and Invite Participant steps. Here, anyone with the invite code can register themselves and begin to use the plan.
Self-Registration is a workflow in which the study team designs a plan invite code, and then shares the code with a group of potential participants. When the participants enter that code in their app, they will be directed to a consent form and/or registration screen.
Note: A Plan Invite Code is a bit different from the other invite codes we've discussed in previous articles (i.e. - Invite a Participant - Invite Code). A Plan Invite Code refers to the custom-designed string that any participant can use to register in the app - NOT the randomly-generated 6-digit code that allows a participant to log into their account.
Step 1: Make sure you have the Register Task on your Plan
It is important that you have the Register task in the first phase of your plan. This ensures that when users enter the invite code, they will be prompted to register before they use the app for the first time.
Step 2: Enable Guest Registrations
In the left-hand navigation menu of the Pattern Health Console, go to the Group Settings tab. In the top right-hand corner of that page, click Edit.
In the first section, "Group Settings", click the "Allow guest registrations" box so that it has a blue checkmark in it.
Click the blue Save button at the right corner of the "Group Settings" section, and then click Done at the top of the page.
Enabling Guest Registrations means that users can complete tasks in the app before they register as participants. This is most often used by plans that feature a consent form. If a participant has to consent to the program before they can use the app, guest registrations allow them to participate before giving us their personal information.
For more information on Guest Users, click here.
Step 3: Create Plan Invite Code
Go to the left-hand navigation menu in the console, and click on Plan Invite Codes. Then click on the blue + Add Plan Invite Code button.
Then, fill out all of the relevant fields. If you want participants to be able to complete activities before registering (i.e. complete a consent form), make sure you have the "Allow Guest Registrations" setting checked off.
Step 4: Share the Invite Code
Now, you may distribute this invite code in your clinic or among potential participants in your study. Once participants download the Pattern Health app, they can enter your plan invite code, register, and begin to use the app.