Create a Study Participant/Patient from the Study Participant Tab or Study eBinder Upload

1. Navigate to one of the following access points (the remaining steps are the same):
   • Study > Participant Tab > + Add Participants
   • Study eBinder > Upload > Upload Document > Document Details > Participant > + Create
2. Enter the participant’s study-specific ID in the Study Participant ID field.
3. Optionally, complete the Notes field.
4. Select one of the following options:
   • If not adding a Patient to associate with the Participant, select Save. There are no additional steps.
   • If adding a Patient to associate with the Participant, select the Add Patient Details option and continue (already selected on eConsent studies).
5. Complete the required and any additional fields.
   • Note: The email address is used to identify if the Patient already exists.
6. Select Save.
7. If an existing Patient is found (based on the email address), the existing Patient information is provided and you must choose to either overwrite or use the existing information.
   • If choosing to overwrite the existing information, select Overwrite.
   • If choosing to use the existing information, select Use Existing.
8. Select Save.

Create a Study Participant from a Document (Document Viewer)

Complete the following steps to create a Participant to associate with a document while in the Document Viewer or creating a document from the Document Library:

1. Select the Participant field.
2. Select + Create Participant.
3. Enter the participant’s study-specific ID in the Study Participant ID field.
4. Optionally, associate a Patient with this Participant by selecting an existing patient from the Patient field dropdown or + Create Patient to create a new Patient.
5. Complete the required and any additional fields to create the Patient.
6. Select Save on the Patient record.
7. Select Save on the Participant record.

Once created, you can select the current status for the participant and complete any relevant date fields on the Screening & Enrollment Details tab.

Select here to watch a video tutorial.

Participants sometimes require the support of others to participate in or complete a study. You may need to share documents with these individuals or require them to sign forms on behalf of the participant. To complete these tasks, you can create signatory records to associate with the participant. For more information, see Create Additional Signatories.