Study Events 2. Consent Information 3. Family History 5. Registry Visit 8. Visit Information 11. Vitals / Measures 13. Clinical History 15

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Study Events 2 Consent Information 3 Family History 5 Registry Visit 8 Visit Information 11 Vitals / Measures 13 Clinical History 15 Immunizations, Infusions, Transfusions 31 Medications & Supplements 36 Surgeries & Procedures 45 Transplantation & Gene Therapy 50 Survival & QoL 55 Core Lab Test Results 56 Molecular Information 61

Study Events There are 3 events in which you will enter data Consent: required before entering clinical data Family History: captures history of disease (PI or otherwise) Registry Visit: captures all clinical data for your subject Registry Visit is the only event which collects longitudinal data. Family History & Consent may be updated as necessary, but do not need to be updated with every registry visit. 2

Consent Information Consent Information Consent type: indicate the IRB used at your enrolling site. Please specify reasoning for any IRB waivers. 3

Consent Information Consent Information Future Contact & Data Sharing 1. Per consent, patient allows USIDNET to contact him/her. 2. Per local protocol, patient allows USIDNET to contact his/her physician for additional studies. 3. Consent allows sharing of data with CIBMTR, PIDTC and related research data platforms (provide ID if available) If your consent form does not include these questions, answer NO. 4

Family History of PI Family History of PI Please complete this section, even if the answer is Unknown. You will also be asked to enter the family member and their PI diagnosis, if applicable. 5

Family History of Other Diseases Family History of other Diseases We would also like to know GENERALIZED family history of the following: Autoimmune Diseases Inflammatory Diseases Malignancies 6

Family History of Genetic Testing Family History of Genetic Testing For family members without primary immunodeficiency, USIDNET collects the following: Relation to Patient Gene Tested Test Results 7

What is a Registry Visit? What is a Registry Visit? Registry Visit: time period in which a patient was seen by a provider for their immunodeficiency INITIAL VISIT: time period up to (and including) official PI diagnosis HISTORY: symptoms which prompted an immune evaluation LABS: laboratory tests completed to confirm diagnosis TREATMENT: How were symptoms cared for? What therapy was administered? FOLLOW UP VISIT: encounters with info that is either new or has changed HISTORY: new symptoms or infections that have developed LABS: recent lab reports TREATMENT: any changes in the way the PIDD is treated 8

What is a Registry Visit (2) What if data near diagnosis is unavailable? If you do not have data near the time of diagnosis, follow these guidelines. INITIAL VISIT: all clinical information pertinent to the patients PIDD history HISTORY: symptoms linked to this patient s immunodeficiency LABS: recent laboratory test results TREATMENT: How did your institution decide to treat this patient? FOLLOW UP VISIT: Any information that is either new or has changed HISTORY: have new infections developed? Have symptoms changed? LABS: the most updated lab reports available. TREATMENT: any changes in PI treatment? 9

Core Registry CRFs Visit Registry Visit contains 10 Core CRFs Capture uniform data fields for all participants in the registry. A Disease-Specific CRF may also be visible. Automatically detected and assigned based upon the patient diagnosis Visit Information Vitals Measures Clinical History Immunizations Infusions Transfusions Medications and Supplements Surgeries and Procedures Transplantation and Gene Therapy Survival and QoL Core Laboratory Test Results Molecular Information 10

Visit Information Visit Information This tab documents the following: Time period referenced in this visit Subject s PI diagnosis. MUST BE COMPLETED FIRST: no other tabs are accessible until this section is completed 11

Visit Information (2) Visit Information Please answer the following question for each visit: Visit covers up to the following date This date is the most recent encounter used to abstract information for this entry. 12

Vitals / Measures Vitals / Measures This tab collects the vitals recorded during a clinical encounter. When entering data, please keep the following in mind: METRIC OR STANDARD: when entering height and weight, you will first choose a set of units. BMI: USIDNET automatically calculates BMI based upon height and weight. You cannot manually enter a BMI. 13

Vitals / Measures Vitals / Measures Date (or age) Initial Visit: closest to diagnosis Follow-Up: most recent visit Height and Weight Feet and lbs are integer values. BMI: automatically calculated Head Circumference: if available 14

Clinical History Clinical History This tab collects the following pieces of information: Newborn Screening History of Disease Infections Conditions Allergies Malignancies 15

Clinical Clinical History History - Timeline Newborn Screening: complete if known Onset of Symptoms: when did patient start having symptoms of PIDD? Diagnosis Established: when was the PIDD diagnosis clinically determined? 16

Clinical Clinical History: History: Infections Infections Has patient experienced infections? Infection Name(s) Infectious Organism(s) Infection Details Present BEFORE OR AT PI diagnosis? New instance or a continuing issue? 17

Clinical Clinical History: History: Infections Infections (2) Sinusitis Staphylococcus Example: Patient had frequent sinusitis infections which prompted the PI evaluation. Culture (+) for Staphylococcus. 18

Clinical Clinical History: History: Infections Infections (3) Pneumonia Unknown Example: Patient had pneumonia infections which prompted the PI evaluation. Even with IVIG, pneumonia is still a frequent problem. 19

Clinical Clinical History: History: Infections Infections (4) Chicken Pox Varicella-zoster Example: Patient contracted chicken pox from brother. Documented in a follow-up encounter. 20

Clinical Clinical History: History: Conditions Conditions All non-malignant systemic & organ-specific conditions are collected in this section. Has patient experienced conditions? Condition Name(s) Condition Details Present BEFORE OR AT PI diagnosis? Persists at this visit? 21

Clinical Clinical History: History: Conditions Conditions (2) Asthma Example: Patient has moderate asthma. First asthma attack was in 2005, and he was diagnosed with a PI in 2007. 22

Clinical Clinical History: History: Conditions Conditions (3) Steatosis Example: a patient presents for annual follow up and reports newlydiagnosed steatosis. 23

Clinical History: Conditions Acne Example: a newly-diagnosed adult patient mentions a history of teenage acne that has since resolved. 24

Clinical Clinical History: History: Allergies Allergic Reactions Please answer the following Has patient experienced allergic reactions? Reaction Name(s) Agent Name(s) 25

Clinical History: Allergic Reactions Clinical History: Allergies (2) Food Pineapple Anaphylaxis Example: patient exhibits anaphylaxis if exposed to pineapple. 22 26

Clinical History: Allergic Reactions Clinical History: Allergies (3) Environmental Allergic Rhinitis Example: patient has allergic rhinitis in Spring and Autumn Menu 23 29 27 / 68

Clinical History: Allergic Reactions Clinical History: Allergies (4) Drug Bactrim Example: a Bactrim allergy is listed in the patient record. Menu 24 30 28 / 68

Clinical History: Malignancies Clinical History: Malignancies Please answer the following: Does patient have a history of malignancy? Name of Cancer(s) Cancer Details Presented before or at PI diagnosis? Persists at this visit? Treatments Menu 26 32 29 / 68

Clinical History: Malignancies Clinical History: Malignancies (2) Melanoma Example: patient is undergoing post-operative radiation therapy for melanoma. Patient did not have melanoma when diagnosed with PI. Menu 27 33 30 / 68

Immunizations, Infusions, Transfusions Immunizations, Infusions, Transfusions The registry uses conditional logic to only display vaccine names if the user selects Yes Menu 29 35 31 / 68

Immunizations Immunizations, Infusions, Transfusions Similarly, the Vaccine Reactions Table will only display names of vaccines that were selected. Menu 30 36 32 / 68

Immunizations (2) Immunizations, Infusions, Transfusions Immune Globulin Replacement Therapy All questions in this section utilize conditional logic to display relevant questions. On the next slide, please reference the flowchart to see which fields are applicable to your patient. Menu 31 37 33 / 68

Infusions 34

Transfusions Immunizations, Infusions, Transfusions If your patient received a blood transfusion, please mark the appropriate checkboxes. Menu 33 39 35 / 68

Medications & Supplements Medications and Supplements Patient medications are divided into 3 sections Anti-Infective Medication Immunomodulators Other Medications and Supplements Menu 34 40 36 / 68

Medication: Anti-Infectives Medication: Anti-Infectives In this section, you will answer the following Has patient used anti-infectives in the past year? How many courses of antibiotics were used for active infection in the past year? If patient has used anti-infectives, you will be asked to enter: Prophylactic Anti-Infectives Non-Prophylactic Anti-Infectives Menu 35 41 37 / 68

Prophylactic Anti-Infectives Medication: Prophylactic Anti-Infective Drug Name is linked to RXNORM, a medical dictionary. RXNORM accepts brand and generic drug names. You do not need to provide dose, but you can if you wish. Menu 36 42 38 / 68

Other Anti-Infectives Medication: Other Anti-Infective Please make sure that you are entering anti-infectives in the appropriate section (prophylactic vs. non) Drug Name is also linked to RXNORM, a medical dictionary. Menu 37 43 39 / 68

Immunomodulators Medication: Immunomodulators In this section, you will answer the following Has patient received immunomodulator medication within the past year? If yes, you will be asked to enter: Non-Transplant Immunomodulators For-Transplant Immunomodulators Menu 38 44 40 / 68

Immunomodulators (2) Medication: Immunomodulators Immunomodulator Medications include (but are not limited to) Anti-Inflammatory Drugs Biologic Therapy Cytokines Immune Suppressives Menu 39 45 41 / 68

Non-Transplant Immunomodulators Medication: Non-Transplant Immunomodulators Drug Name is linked to RXNORM, a medical dictionary. RXNORM accepts brand and generic drug names. You do not need to provide dose, but you can if you wish. Menu 40 46 42 / 68

For-Transplant Immunomodulators Medication: For-Transplant Immunomodulators Please make sure that you are entering immunomodulators in the appropriate place (transplant vs. non) Drug Name is linked to RXNORM, a medical dictionary. Menu 41 47 43 / 68

Other Medications & Supplements Medication & Supplements: Other If participant regularly takes ANY ADDITIONAL medications or supplements to manage their health, please include here. Drug Name is also linked to RXNORM, a medical dictionary. Menu 42 48 44 / 68

Surgeries & Procedures Surgeries & Procedures This CRF collects data on Surgeries Non-Surgical Support Other Treatments 49 45 / 68

Surgeries Surgeries & Procedures In the Surgeries section, please provide: Name of Surgery Date of Surgery Surgeries are linked to Medical Coding Menu 44 50/ 46 68

Surgeries & Procedures Procedures The Procedures section is divided into 3 categories: Menu 45 51 47 / 68

Surgeries & Procedures Procedures (2) For each category, we would like to know Has patient received this support? Type of Support Date Began Still Needed? Menu 46 52 48 / 68

Procedures: Other Treatments Other Treatments If patient uses any of the treatments above to manage their PI, please complete this question. Menu 47 53 49 / 68

Transplantation & Gene Therapy Transplantation & Gene Therapy This section collects data on the following treatments: Hematopoietic Stem Cell Transplant Solid Organ Transplant Gene Replacement Therapy Information entered in this section will automatically transfer over to every new Registry Visit. Menu 48 54 50 / 68

Transplantation: Stem Cell Transplantation: Stem Cell USIDNET collects the following data points Date (or age) Conditioning Reason Engraftment Donor Chimerism Graft Acute GVHD Purification of Stem Cells Chronic GVHD Menu 49 55 51 / 68

Transplantation: Solid Organ Transplantation: Solid Organ USIDNET collects the following data points Date (or age) Organ Reason Immunosuppression Donor Outcome Menu 50 56 52 / 68

Transplantation not Performed Transplantation Considered, not Performed If patient did not have a transplant: Transplant considered & not performed? Why not? Menu 51 57 53 / 68

Gene Therapy Transplantation & Gene Therapy USIDNET collects the following data points Gene Therapy (Y/N) Cells Transduced Date (or age) Conditioning Gene Results Vector Type Complications Menu 52 58 54 / 68

Survival & QoL Survival and QoL In this section you will enter the following Is patient alive? If patient is deceased, please enter date and cause if available Patient Disabilities Please describe conditions and severity of disability Karnofsky & Lansky Indexes Classifies patients by functional impairment. Karnofsky used for adults, Lansky used for pediatrics Menu 53 59 55 / 68

Core Lab Test Results Core Lab Test Results To enter lab results, please follow these steps: 1. Check the Data Available boxes for all tests that have been performed 2. Initial Visit: Enter diagnostic labs if available (i.e. before treatment initiated) If diagnostic labs are not available, enter any available data. 3. Follow-up Visit: Enter any available updated labs Menu 54 60 56 / 68

Lab Test Values Core Lab: Lab Test Values Complete Blood Count Lymphocyte Phenotype Lymphocyte Phenotype Immunoglobulins WBC THOU/uL Abs Lymph Count /ul Total Memory B % or /ul IgG mg/dl Platelets THOU/uL CD3 T Cells % or /ul IgM Memory B % or /ul IgA mg/dl RBC MILL/uL CD4 Helper T % or /ul Switched Memory B % or /ul IgM mg/dl Hgb g/dl CD8 Cytotoxic T % or /ul IgE IU/mL Lymphocytes % or /ul CD19 B Cells % or /ul IgD mg/dl PMN % or /ul CD20 B Cells % or /ul IgG1 mg/dl Eosinophils % or /ul CD56/CD16 % or /ul IgG2 mg/dl Basophils % or /ul CD4 Subsets % or /ul IgG3 mg/dl Monocytes % or /ul CD8 Subsets % or /ul IgG4 mg/dl Menu 55 61 57 / 68

Vaccine Responses Core Lab: Vaccine Responses Was Testing Done? Date of Test Result Diphtheria Chicken Pox Tetanus Measles HIB Polysaccharide PHI X 174 Isohemagglutinin - Anti A Protein Conjugated HIB Isohemagglutinin - Anti B Mumps Diphtheria Rubella Menu 56 62 58 / 68

Pneumococcal Vaccine Core Lab: Pneumococal Vaccine For both Conjugated & Unconjugated Vaccines Testing Done? Date of Test # of protective serotypes Total # of serotypes tested Vaccine Name # of times administered Menu 57 63 59 / 68

Additional Lab Responses Core Lab: Additional Responses Autoantibodies Complement Function Delayed Hypersensitivity Skin Testing Lymphocyte Function TRECs TRC V-Beta Repertoire Menu 58 64 60 / 68

Molecular Information Molecular Information This section collects all genetic information Pattern of Inheritance Gene Mutations Enzyme Testing Menu 59 65 61 / 68

Gene Mutation Molecular Info: Gene Mutation Is this patient s PI linked to a Gene Mutation? Gene Type of Mutation DNA Change Protein Change Zygosity You may enter up to 3 different genes Menu 60 66 62 / 68

Enzyme Analysis Molecular Info: Enzyme Analysis Protein Name Protein Expressed? Test Method (Western, FACs, Other) Menu 61 67 63 / 68

Don t Forget! Don t Forget! When finished entering data in a CRF, mark the CRF as complete. The registry will make sure that required fields are filled & data passes validation checks. Only click the checkbox after all sections in a form have been completed, as it applies to the entire CRF. Menu 62 BEGIN PART 64 3