Configure ePRO reminders & occurences

Set-up ePRO reminders

You can configure up to five automatic reminders, which can be sent via email or SMS. These options can be activated and customized individually for each ePRO form.

🛠️ Step by step guide:

How to configure reminders

Navigate to “ePRO Forms”
For the desired ePRO form, open the options menu (3 dots), select “Settings”
Go to “Reminder” tab
Active the desired option “Email ePRO reminder” or “Activate SMS reminder”
Compose the standard message for your reminder
For each reminder, repeat the following steps:
- Scroll down, select “+ New Reminder”
- Choose a sending option: “on specific UTC date” or “ Time after sending”
- Configure the date or time period to apply
Save

Set-up ePro occurences

By default, an ePRO form generates only one occurrence per participant. If your study requires the same form to be completed multiple times by a single subject, you can adjust the settings in Datacapt to allow additional occurrences.

✨ Exemple: If your protocol allows up to 5 completions, set the maximum occurrences to 5. This sets the limit—you can still choose to generate fewer records per participant.

💡Tip: To send forms automatically at regular intervals (e.g., weekly), enable the "Schedule ePRO occurrences" option.

This feature works only when forms are delivered by email.

🛠️ Step by step guide:

How to set-up occurences

Navigate to “ePRO Forms”
For the desired ePRO form, open the options menu (3 dots), select “Settings”
Go to “Occurrences” tab
Select “Set occurrences”
Declare the maximum number of occurrences allowed
Save

Create, Update, Test & Publish ePRO forms

Duplicate an ePRO form

Generate and share ePros to participants

Navigate and understand the ePRO record dashboard

Configure translations for multi-language studies