Manage Participants

In TrialPath, go to Studies and select a study name from the dropdown list.

On the study profile, go to the Participants tab to see a list of existing study participants.

On the Participants List, apply filters or search by participant name.

Click a column header to sort the list by Participant, Subject ID, Status, Protocol Version, Study Arm, Next Scheduled Visit, or Study Location.

To select all participants who match filter criteria or individual participants:

1. To select all participants on the page, at the left of the column headers, check the box. If a filtered list contains multiple pages of participants, click Select all items that match these filters to select the filtered participants on all pages.

2. To select one or more participants, at the left of the participant name, check the box.

3. To open an individual participant record, click the participant name.

To hide all participants’ PHI, near the top right, click Hide PHI. The participant name is replaced by initials, the DOB is hidden, and visit information, if any, is removed from view. To add PHI to the view, click Show PHI.

To perform bulk actions on selected participants, open the Actions dropdown menu and select Mark Reconsent Required, Assign Protocol Version or Delete Participant(s).