Creating Patient profiles enables you to associate patients with Study Participant records and add them to one or more studies. With the research organization selected in the vault selector, the Patient profile is created and shared across all sites in your research organization by default. With a site selected, you can choose whether to allow the profile to be visible for all sites or only the currently selected site. You can edit a Patient profile to update it from site-specific to research organization-wide but a research organization-wide profile cannot be made site-specific.

Complete the following steps to create a Patient profile:

1. From the Administration > Patients tab, select Create.
2. Enter required and any additional information as needed.
3. If your site is selected in the site selector, select whether to make the profile available only to the currently selected site or to all sites in the research organization.
4. Select Save.