Table 6.

The themes identified from the evaluation and example quotes

Themes	Sample CRCs’ Quotes
Access to the availability of multiple stakeholders and resources	Automatically displaying protocol windows is very helpful since currently I have to manually compare the calendars with protocols.
Interoperability with other systems	Can your calendar system talk with practice management systems (in EHR)?
Collaboration and group awareness support	I need to share my calendar with my co-workers.
Support of workflow exceptions	A patient may see me first in the early morning before seeing a doctor. Don’t’ add a research visit for a patient who just had surgery. In our clinic, screening, consenting, and randomization are combined in the same visit.
Reminders for pending visits or tasks	I would like to be reminded about unfinished procedures from the previous visit.
Regulatory compliance	I am not allowed to use any external calendar outside of the hospital firewall to store patient information, even encrypted first and last name initials
Patient privacy protection	Do you use https protocol? If not, I think you should. I use only ID in my personal calendar; I do not use patient’s real names.