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Export Study Participant Data

Export Study Participant Data

TrialPath

TrialPath enables you to export data about study participants, with the option to include data about visits and activities. You may export participant data for an individual study or all study participants. If filters are applied to the Participant list, the same filters are automatically applied to the exported data.

Initiate participant export

  1. In the top navigation bar, under Studies:

    1. To export participants for an individual study, select the study name to open the study, and then go to the Participants tab.

    2. To export all study participants, select All Studies and scroll to the top of the Quick List section.

  2. Next to Export Participants, select information to include on the export:

    1. To include visit information, check With Visits.

    2. To include visit activity information, check And Activities.

  1. To hide PHI on the Participants page and in the participant export, near the upper right, click Hide PHI. This replaces the participant name with initials, hides the date of birth, and removes any appointment information.

  2. To begin the export, click Export Participants.

  1. A confirmation message will display.

Download export file

When the export file is ready, you will receive an email with a link to a secure TrialPath download page.

  1. To initiate the download, open the email and click the download link.

    1. If you are logged into TrialPath, the export file will download automatically.

    2. If you are not logged into TrialPath, the login page will open, and the download will begin after you log into TrialPath.

  2. At the bottom left of the screen, click the file name to open the export in Excel format.

Sample Participant Export:

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