Prescreen Study Candidates

TrialPath

On a study, the Candidates tab contains a list of patients to be prescreened for study participation. Once a patient has been added to TrialPath, you can add them as a candidate for a study. You can add study candidates manually, from an Electronic Health Record (EHR), or from an imported list.

Click the options below to open guides, video tutorials, simulations, or download a PDF copy.

• Access study candidates

  • Navigate the Candidates list

• Manually add a new candidate

  • Add a new patient

  • Assign a patient to a study for prescreening

• Manage study candidates

  • Add candidate to a study

  • Add an investigator to a candidate

  • Mark prescreen failure

  • Return to prescreening

  • View, enter, or update prescreening ID and notes

  • Delete candidates

  • Export candidates