What it is
CDS Surveys is the study-level workspace for managing patient-reported outcomes (PRO) and survey delivery. Study teams configure participant groups and survey packages, send invitations, and track completion status across the study population.
Who uses it
| Role | Typical use |
|---|---|
| Study Administrator / Data Manager | Configure survey packages, schedules, and participant groups |
| CRC / Site staff | Monitor survey completion and follow up with participants |
| Participant | Complete surveys via web link or mobile app |
Key capabilities
- Participant survey worklist with sent and completed status
- Participant group management for targeted survey delivery
- Survey packages with email content and sending schedules
- Integration with CDS Mobile App for mobile survey completion
- Multi-stage surveys — screening phase and enrollment phase support
- Public URL access — participants can complete surveys without login
- Automated delivery — scheduled survey packages sent via email
- 40+ instrument library — validated PRO/ePRO instruments available
Survey Types
| Type | Stage | Access Method | Use Case |
|---|---|---|---|
| Screening Survey | Pre-screening | Public URL or invitation | Pre-screening questionnaires |
| Enrollment Survey | Post-enrollment | Public URL or invitation | PRO instruments, follow-up |
| Scheduled Survey | Any | Survey Package (email) | Longitudinal data collection |
| Ad-hoc Survey | Any | Public URL | One-time feedback |
Survey Delivery Methods
| Method | How It Works | Best For |
|---|---|---|
| Email Invitation | Participant receives email with survey link | Scheduled surveys, known participants |
| Public URL | Shareable link — no login required | Screening, anonymous surveys |
| Mobile App | Survey appears in CDS Staff/Patient app | Mobile-first participants |
| Embedded | Survey embedded in study portal | Integrated study workflows |