Patients and Participants FAQs

Answers to some of the most frequently asked questions (FAQs) about managing patients and participants in SiteVault.

What's the difference between patients and participants in SiteVault?
A patient is a person receiving care or treatment from a site, who may or may not be participating in one or more clinical studies at the site. A participant is a patient who is being screened for or participating in a study. All participants are patients, but not all patients are necessarily participants.
Why should I use the Participants (Subjects) section of a study?
Assigning participants to the study is important for uploading source documents. When you add a participant, SiteVault creates a record for the participant. Any documents that you upload and associate with that participant are displayed in the Documents section of the participant’s record. You can also use the record to track enrollment status, and you can create patient records to associate with study participants to use SiteVault as a mini CTMS.

See the Managing Study Participants page for more information.
How do I create a patient to start the eConsent process?
The process for creating patients to start the eConsent process uses the following general steps:
1. Create a study participant.
2. Associate a patient profile with the study participant. Ensure that you include a complete email address and a phone number that can receive SMS text messages for the patient.
See also the Prerequisites section in the help for consenting participants for more information