Studies

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 the Associate Patient Record switch (always on for eConsent studies) to reveal a list of existing patient records to select as the participant to add to the study (Browse Patients) and the option to create a new patient (Create New Patient).
5. If adding a participant from the Browse Patients list, select the patient and save to complete the process. Otherwise, continue.
6. Select Create New Patient
7. Complete the required and any additional fields.
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.