Enabling and Disabling ePRO for a Participant

Enable and disable ePRO for participants in SiteVault.


Note Veeva ePRO is only available to sites conducting a study whose sponsor is utilizing Veeva ePRO in a Clinical Vault.

Overview

You can enable ePRO for participants in SiteVault to allow them to receive surveys and notifications on their device in MyVeeva for Patients.

Prerequisites

In order to enable a participant’s ePRO, the following prerequisites must be met:

  • Connection: Your study’s sponsor must be utilizing Veeva ePRO and your study must be connected to ePRO. See the Connecting Your Study to ePRO help topic for more information.
  • ePRO Collection Document: Your site must have an approved ePRO collection document for your study. See the Managing ePRO Collection Documents help topic for more information.
  • Patient: A patient record with an accurate and complete email address and phone number must exist. If you don’t enter accurate or complete contact information for the patient, they won’t be able to register a MyVeeva for Patients account and they won’t be able to take surveys. See the Managing Patients help topic for more information on creating or updating patient records.
  • Participant: A participant record must exist for the study and must be linked to the patient record. See the Managing Study Participants help topic for more information on creating or updating participant records.

Enabling ePRO for a Participant

Enabling a participant with ePRO means they’re assigned the study’s ePRO schedules and receive surveys and survey-related notifications. When you enable a participant with ePRO in SiteVault, they take their surveys in the MyVeeva for Patients application.

You can enable ePRO for participants on an individual basis. Once enabled, participants may not receive any surveys or survey-related notifications in MyVeeva for Patients until you enter the dates and times for their participant events. See the Entering Participant Event Dates and Times section in the Managing Participant Event Dates and Times help topic for more information.

To enable ePRO for a participant, complete the following steps:

  1. On the study record page, select the participant from the participants list.
  2. On the participant’s record page, select the ellipses (All Actions ellipses icon).
  3. Select Enable ePRO from the dropdown menu. There may be a delay while ePRO is enabled for the participant, and you receive a notification when it’s complete.

Once enabled, participants receive a welcome email with instructions for registering a MyVeeva for Patients account. Participants must register or already have a registered account in the MyVeeva for Patients application to begin taking surveys. If a participant needs help registering a MyVeeva for Patients account or managing their surveys in MyVeeva, see the Registration and Login and Surveys help topics in the MyVeeva for Patients Help.

Additionally, all relevant participant events for the study are automatically created for the participant after they’re enabled.

Disabling ePRO for a Participant

Disabling a participant from ePRO means they’re no longer assigned your study’s ePRO schedules and no longer receive surveys and notifications. You can disable ePRO from participants on an individual basis.

To disable ePRO for a participant, complete the following steps:

  1. On the study record page, select the participant from the participants list.
  2. On the participant’s record page, select the ellipses (All Actions ellipses icon).
  3. Select Disable ePRO from the dropdown menu. There may be a delay while ePRO is disabled for a participant, and you receive a notification when it’s complete.

Managing ePRO Collection Documents
Managing Participant Event Dates and Times
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