With EasyMedStat’s Monitoring Automation feature, you can set up email notifications to be sent automatically when a new patient is included in your study. This guide will walk you through the steps to create and customize such automations.

Step-by-step guide

1. Access the Monitoring Automation Feature

• Navigate to the Monitoring section in the EasyMedStat platform.
• Select Automations from the submenu.

2. Create a New Automation

If no automations have been created yet, you will see an option to Create a New Automation.

Click the Create Automation button.

3. Define the Trigger: Patient Inclusion

In the automation setup screen, choose When a patient is included as the Trigger.

This trigger ensures that the automation is activated whenever a new patient is added to the study.

4. Add a Condition (Optional)

You can specify a condition for the automation based on the Site where the patient is included (if a Site variable is defined for your study).

Example conditions:

• Specific Site(s): Select one or more study sites (e.g., "Nice", "Bordeaux") using checkboxes.
• Any Site: Select “Any Site” to apply the automation to all locations.

If there is no Site variable, this condition option will not appear.

5. Set the Action: Send an Email

Under Action, select Send an email. This is currently the only action available.

You can now customize the email notification to include key information related to the newly included patient.

6. Configure Email Details

• Recipients: In the Send email to field, search for and select EMS users who should receive the email. These users must have access to the series.
• Subject: Enter a subject for the email. The subject must contain at least one non-space character.
• Message: Customize the message content. You can include dynamic variables such as:
  • Patient information (e.g., Site, inclusion date, patient form link).
  • User information (e.g., first name, last name of the person who included the patient).
  • System information (e.g., dates).

To add variables, type “/” in the message field to open a variable picker, and select the variables you want to include.

7. Save and Activate the Automation

After configuring the email and conditions, save your automation.

Ensure the automation is activated. By default, new automations are created in an inactive state, so you may need to manually activate it.

Once activated, this automation will send an email notification whenever a new patient is included, based on the conditions you've set.