Table 2.
Participant follow-up procedures
| Task | When | How | Who | |
|---|---|---|---|---|
| New participant “thank you” messages | Within 3 business days of enrollment | Email (if available) | Automated via REDCap | |
| Within 2 weeks of enrollment | US mail | Enrolling RA | ||
| Locator form contact verification | Within 2 weeks of enrollment | Email/phone | Enrolling RA | |
| Biweekly survey follow-up | 1 | Every 3 days—up to 4 reminders for each biweekly survey | Email/text | Automated via REDCap default survey delivery method |
| Within 2 weeks of missing second survey in a row | Email and/or text, US mail, social media | RAs | ||
| Within 3 weeks of missing second survey in a row | Locator form friend/family contacts, internet search | |||
| 2 | After completing monthly follow-up series above (step 1) | Repeat step 1 process monthly until participant successfully contacted | ||
| 6-month survey follow-up | 1 | Every 5 days—up to 5 reminders | Email/text | Automated via REDCap default survey delivery method |
| Within 2 weeks of missing survey | Email and/or text, US mail, social media | RAs | ||
| Within 3 weeks of missing survey | Locator form friend/family contacts, internet search | |||
| 2 | After completing monthly follow-up series above (step 1) | Repeat step 1 process monthly for up to 2 months | ||
| Participant engagement cards and newsletters | By the 5th day of each month | Birthday cards | Administrative assistant | |
| January: New Year card | Holiday/seasonal cards | RAs | ||
| August: participant newsletter | ||||