Laptop screen displaying a card study creation page for a medical or research platform, with a sidebar menu including options like Dashboard, Card Studies, Campaigns, Investigators, Clinician Groups, Admin Panel, and Logout.
An invitation on a smartphone screen with a logo featuring the letters 'C' and 'S' on a white background with lined paper pattern, and a button labeled 'Accept Invitation'.

Card Study

Providing cross-sectional descriptive data about clinical care, knowledge and behavior, perception of care, and prevalence of conditions.

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WHAT IS A CARD STUDY?

Medical chart documenting women diagnosed with pelvic inflammatory disease, including patient details, diagnosis criteria, and treatment plans.

A card study is a field-tested method for gathering data in the location where patients receive care by those who provide the care.

The card study method was pioneered by the Ambulatory Sentinel Practice Network (ASPN), and the method has been expanded by other practice-based research networks. An IRB protocol for streamlining human subject protection for multiple card studies in a network has been developed.

PROVEN METHOD USING TODAY’S TECHNOLOGY

Observational studies that collect patient-level survey data at the point-of-care. Card studies have been used to describe clinical problems, management, and outcomes in primary care for more than 40 years.

LOW BURDEN FOR BOTH CLINICIAN AND PRACTICE

Card studies are low-burden for a clinician and practice. The pocket-sized card was designed to take fewer than 60 seconds and allowed clinicians to carry it from room to room as they saw eligible patients. 

ACTIONABLE DATA SHAPING FUTURE CARE

Card studies provide cross-sectional descriptive data about clinical care, knowledge and behavior, perception of care, and prevalence of conditions that may not be captured in the electronic health record.

FOR RESEARCHERS

Laptop screen showing a campaign creation page in a health-related software interface, with options for campaign name, invitation text, tags, and rescheduling.

Step 1

Create Your Card Study

  • Your clinicians will receive the invite to participate in the Card Study. They’ll want to know the purpose of your study as well as the completion criteria.

  • Use our survey builder tool to create your card. Common form elements available are Dropdown, Single Choice, Multiple Choice, Scale Rating, Number Input, Text Input, and many other options.

  • Once last check to review your Card. If you’re collaborating with other researchers, now is a great time to share your draft before creating a campaign.

Computer screen displaying a medical form interface for card studies, with sections for questions about patient responses, and options for answers including yes or no, with a sidebar menu.

Step 2

Create and Send Campaign

  • Here is where you will create your campaign that sends your Card Study to the clinicians. You can customize the invitation text, add tags to help classify your audience, and select automated reminder options.

  • You have the ability to enter individual emails manually, or bulk upload a file containing your clinician’s emails. You also can go back and edit your campaign if needed. When you’re all set, click SEND!

Laptop screen displaying a web application dashboard for 'PBRN New Jersey' with sections for dashboard, card studies, campaigns, investigators, clinician groups, logout, and a campaign titled 'Yawning Part 1' under the 'Sent' tab.

Step 3

Monitor Results in Realtime

  • You can monitor your campaign results in realtime, as your clinicians accept invitations and begin completing cards.

  • At any point, you can download response data from any or all campaigns for a given card.

FOR CLINICIANS

Invitation screen for participating in Yawning Observations on a smartphone showing options to accept or decline.

Accept an Invite

Accept or Decline invitations from researchers to participate in a study.

A smartphone screen displaying a healthcare compliance form question about eye contact upon entering a room, with options to answer yes or no, and a submit button. The form is HIPAA compliant.

Join a Study

Submit responses until you meet the completion criteria for the card study.

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Complete the Study

Once you have completed the requested number of submissions, you’re all set!

SIGN UP