Associate a Patient with a Participant

Who can complete this task?

Administrators & Site Staff with the All Studies Patients & Recruiting Add-on Permission

You can associate a new or existing patient profile with a new or existing study participant record.

Note Once a study participant is invited to use MyVeeva for Patients (such as when you send them an eConsent form or share a study document), you can’t associate the study participant with a different patient.

Navigate to Studies.
Select a study.
Select Participants.
Select a Participant.
Select View Details.
Select Add/Update Patient.
Select one of the following options:
- To associate the participant with an existing patient, select from the patient list.
- To associate the participant with a new patient, select + Create.
  - Complete the required and any additional fields to create the patient.
  - Select Save.
Select Save.