Figure 1.

Alert system workflow. Email accrual is representative of notes created by members in the educational tool Learning Portfolio. A positive text match automated both a REDCap (Research Electronic Data Capture) entry via a REDCap application programming interface call and a secure email to study personnel with a customized view of pertinent information from Learning Portfolio. Via an emailed link, the study researchers, each with their own institutional review board approval, could review the case in Learning Portfolio and/or the electronic health record (EHR). Study investigators could then decide whether or not to approach the patient for enrollment and/or the primary care team with clinical decision support, including suggestion of a formal consult. Active study recruitment roles indicated by square boxes. API: application programming interface.