Managing Participants

Onboard study participants and streamline study visits

Viewing and Attending Visits in MyVeeva for Patients

Overview

The MyVeeva for Patients user can view in-office visit information and join video visits in the app. If you change or cancel a visit, the system notifies the participant about the change and updates or removes the visit in the app. All visits that you invite the participant’s MyVeeva calendar alias to are displayed on the To Do page.

See the participant workflows below for more information on each.

View Upcoming Visits

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 View the To Do page and find the visit.
{To Do page with an example visit outlined}
2 Select the visit. You can see the visit details.
{Example Visit Page}

Join a Video Visit

Release Note: This functionality is only available to participants whose records are managed in SiteVault. It will be available to all participants on August 9, 2024, with the 24R2 release.

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 View the To Do page and find the video visit.
{To Do page with an example video visit outlined}
2 Select the video visit. You can see the visit details and select Join Meeting or select the virtual meeting link in the details at the meeting start time.
{Example Video Visit Page with Join Meeting button outlined}