Send Rx

Send Rx is a REDCap module that allows users to automatically generate prescriptions on PDF format and send them to the pharmacies.

Prerequisites

REDCap >= 8.0.3
Composer
REDCap User Profile
DAG Switcher (Note: this module has long since been rolled into REDCap Core. It is probably neither required nor available.)

Manual Installation

Clone this repo into to an <redcap-root>/modules/send_rx_v<version_number>.
Go to Control Center > External Modules and enable Send Rx.
Automated installation of Composer dependencies (required) send_rx assumes composer dependencies have been installers in <redcap-root>/vendor. The redcap_deployment packaging tools do this by default. We recommend you use them--at least once--to assure that composer-installed libraries are installed in the correct location.
Manual installation of Composer dependencies (optional)
- In a terminal, go to your REDCap root directory
- Download Composer
- Run php composer.phar install

Configuration

The steps below will walk you through a study research use case.

Step 1: Making sure that user authentication is enabled

Send Rx requires user authentication method to work, so if your REDCap does not have it, you may need to follow the steps below:

Go to Control Manager > Add Users (Table-based Only)
Add a new user that will be the new admin account (since site_admin will become deprecated)
Go to Control Manager > Administrators & Acct Managers and add the new user to the administrators list
Go to Control Manager > Security & Authentication, select an authentication method of your choice (e.g. Table-based), and save
Check your email inbox and look for a "REDCap access granted" email
Open the email contents, and click on "Set your new REDCap password" link
Set your password
Go to Control Manager > Administrators & Acct Managers and remove deprecated site_admin from administrators list

Step 2: Creating User Profiles project

Access + New Project page, then import samples/UserProfiles.xml file.
If User Profile module is not enabled yet, you may do that by accessing Control Center > External Modules.
Then on Control Center > External Modules, configure the module as follows:

Project: User Profiles (or any name you might have given to the project)
Username field: send_rx_user_id

Step 3: Creating Sites Project

Make sure you are logged in as the admin user created on step 1 (not site_admin)
Access + New Project page, then import samples/SendRxSites.xml file.
Go to External Modules section and enable User Profile module for this project. No configuration at the project level is necessary.
Go to External Modules section and enable Send Rx module for this project
Then on External Modules page, click on Send Rx Configure button and set fields as follows:

Type: Site
Target Project: (Leave it blank for now, you are going to set it on step 4.7)
PDF Template Name: (upload SamplePDFTemplate.html) file
PDF Template Variables:
- Key: "study_irb", Value: "2017-1234"
- Key: "study_name", Value: "Sample Study"
Message subject: "Test prescription"
Message body: "The prescription file is available at: [patient][send_rx_pdf]"

Step 4: Creating Patients Project

Make sure you are logged in as the admin user created on step 1 (not site_admin)
Access + New Project page, then import samples/SendRxPatients.xml file.
Create a data access group named "ESU". Note its DAG ID.
Go to External Modules section and enable Send Rx module for this project
Then on External Modules page, click on Configure Button and set fields as follows:

Type: Patient
Target Project: the Sites project defined on section 3

Go to User Rights section and create two roles: prescriber and study_coordinator
Add a user to the study_coordinator role and assign them to the ESU DAG.
Switch to Sites project, then access External Modules and click on Send Rx Configure button
Set Target Project as the project you just imported.

Sending your First Test Prescription

Step 1: Create a Site/Pharmacy

On site project, go to Add / Edit records and then click on Add new record.
On Site Information form, set the site name to ESU, set the DAG ID to that one for ESU on the Patients project, set Email as delivery type, set the email address you want to use in your test, and finally save - making sure sure your form is set as Complete.
On Site Staff step, select Create a new user account from scratch, fill out user information, make sure your form is set as Complete, then click on Save & Go To Next Instance
Repeat the step above a few times - making sure to add at least one prescriber and one study coordinator - then click on Save & Exit
Go to Record Status Dashboard where you should be able to see two buttons: Rebuild staff permissions and Revoke staff permissions (if both buttons are disabled, make sure all forms previously filled are set as Complete, i.e. they appear as green bullets)
Click on Rebuild staff permissions to grant permissions to your staff
You may need to navigate to the Patients project and assign your coordinator and prescriber user(s) to the proper DAG
Make sure that the "Data Access Group (DAG) ID" of the Site project's "Site Information" form contains the Group ID number of the prescriber user in the Patients Project's DAG page.

Step 2: Create a Prescription and Send it

Log in as prescriber
On patient project, go to Add / Edit records and then click on Add new record
Fill out all forms until the last one - Review & Send Rx - then click on Send and Stay
At Messages History block you should now see the notification contents you just sent
Check your email inbox

Customizing PDF and email messages

The presented example can be fully adapted to your needs. You may freely create your own PDF template, change the email contents configuration, and override all forms/instruments (as soon as the fields containing send_rx_ prefix remain untouched). All form fields you update/create will available to be used as wildcards on PDF and email (e.g. [patient][first_name], [site][send_rx_name], [prescriber][first_name], etc).