26.3.3 Minor Release Notes

Verily Site CTMS 26.3.3 has been released on November 12, 2026.

Expand each section below to learn details about the new releases in that module.

TrialPath
No default transition type when returning a Screen Failed participant to Screening

When you change a participant's status from Screen Failed to Screening, the transition type is no longer preselected (previously Rescreen Patient was the default). You must now choose Return to Screening or Rescreen Patient before continuing.

The descriptions for the two transition options are now clear:

Return to Screening – Returns the participant to their original screening workflow by undoing the Screen Failed status. Any cancelled screening visits are restored to an Unscheduled status.

Rescreen Patient – Starts a new screening visit for the participant while preserving the previous screening history. Use this option when the participant is being screened again for the study.

Go straight to the participant visit schedule after adding a candidate

After you add a Candidate to a study and complete the required fields, you are now taken directly to the participant's Visit Schedule instead of being returned to the Candidate page.

Finance
Export activities from the Patient Activity Library to Excel

Network and site finance users can now export the Patient Activities list to Excel using the new Export Activities button on the Patient Activities tab.

  • The export contains two sheets: Active and Archived. The Archived sheet is included (with headers) even when no activities have been archived.

  • Each row includes: Name, Finance Alias, Description, Instructions, Invoiceable, Quantity, Charge, Overhead, Holdback, Cost, each payable's name, Type, Cost and Assignee, and the number of sites the activity is shared with.

  • Site-level exports also include a Tags column and a Network Managed column that displays Yes for activities shared from the network.

  • You can export with view-only access.

Search by Subject ID and visit name in AR

On the Accounts Receivable page, you can now search by Subject ID as well as by visit name. The search field label indicates both options, and a message is displayed when no records match.