Managing Participants

Onboard study participants and streamline study visits

Completing Registration in MyVeeva for Patients

Overview

The MyVeeva for Patients user can complete the following registration tasks in the app:

  • Register using an activation code
  • Register using email and phone (web app only)
  • Adding a new study for an existing account

See the workflows below for more information on each.

Registering Using an Activation Code

We recommend using this method when possible, because it allows the user more flexibility and control over what information is used to log in and verify their account.

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 Open your device’s camera app, use the camera to view the QR Code, and select the link that is displayed by the code.
{QR Code Access}
2 In the MyVeeva for Patients app, select Register with Activation Code.
{Registration Page}
3 Enter the registration code from the study team.
Note for Site Staff: See Generate an Activation Code for information on how to generate the code.
{Enter Code Page}
4 Enter your date of birth, and select Next.
{Enter Date of Birth Page}
5 Enter a username, and select Next.
{Set Username Page}
6 Enter a password, and then reenter it to verify that it’s correct. Select Next.
{Set Password Page}
7 Select the verification method you want to use.
If you selected Phone Number, continue to Step 8.
If you selected Email, skip to Step 11.
If you don’t have a phone number or email, select Set Up PIN Login, and skip to Step 13.
{Add Verification Method Page}
8 Enter your phone number and select Get a Text or Receive a Call.
If you selected Get a Text, continue to Step 9.
If you selected Receive a Call, skip to Step 10.
{Add Phone Page}
9 View the texts on your device and find the verification code. Enter it on the Confirm Identity - Text page.
Registration is complete, and you are logged in to MyVeeva for Patients.
{Confirm Phone Page}
10 Answer the phone call, and enter the number it provides on the Confirm Identity - Voice Call page.
Registration is complete, and you are logged in to MyVeeva for Patients.
{Confirm Identity - Voice Call Page}
11 Enter your email address and select Send Email.
{Add Email Page}
12 Check your email for the link, and select it. An Identity Confirmed message is displayed in the MyVeeva for Patients app if the verification is successful.
Registration is complete, and you are logged in to MyVeeva for Patients.
{Confirm Identity - Email Page}
13 Review the limitations of PIN logins, and select Next if you want to continue, or the back arrow to return to the Add Verification Method page.
{Create PIN Page that explains you can’t log in on another device until you also add a phone number or email to your account.}
14 Enter the 4-digit PIN you want to use to log in.
{Create PIN Entry Page}
15 Reenter your PIN.
Registration is complete, and you are logged in to MyVeeva for Patients.
{Reenter PIN Page}

Adding Another Study to an Existing Account

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 On the Account page, select My Studies.
{Account Tab page with My Studies button outlined}
2 Select Activate New Study.
{Account Tab page with the My Studies button selected and the My Studies Overlay displayed. The Activate New Study button is outlined.}
3 Enter the activation code you received from your study team.
{Enter Activation Code Page}
4 Enter your date of birth, and select Next.
{Enter Date of Birth Page}
5 You can now select it from the My Studies list to view study information.
{Account Tab page with the My Studies button selected and the My Studies Overlay displayed. An example study that is available for selection is outlined.}

Troubleshooting Registration

Use the information below to help your user determine the cause of issues they may have while registering.

Issue Possible Fix
User Can’t Register If the user is registering without an activation code, make sure the participant record has both an email and phone number.
User Can’t Verify With a Text Message Review the phone number. If the system is unable to send a text to that number, choose to receive a phone call instead.

Resources in Site Help

Onboarding Participants

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