Quick Reference_Getting Started Practice

Action

Starting Screen

Steps

Login to TrialPath

Chrome Browser

1. Go to app.signalpath.com and click Login, or follow your organization’s instructions for single sign on (SSO).

2. At the top right, select your organization’s sandbox.

3. Click the drop down arrow at the upper left to select other Site CTMS applications.

4. In the top navigation bar, hover over Studies, Patients, Tasks or Documents to quickly access related information.

5. At the top right, click to open the Help Center and access a collection of searchable user guides, video tutorials and hands-on practice activities.

Create a test patient

TrialPath Snapshot (Home)

Create a new patient record and add the patient to a study.

1. In the top navigation bar, under Studies, select a study name and go to Participants.

2. Click Add Patient.

3. Enter first and last name, and select a date of birth.

4. Click Save Patient to create the record and open the patient profile.

Add your patient to a study

Patient profile

1. From the patient profile, go to the Studies tab.

2. From the study dropdown, begin typing the Study Name and select the Study from the list.

3. Select Screening.

4. Select the Study Location from the dropdown menu.

5. Enter the date the candidate entered screening.

6. Enter Subject ID. This is optional on this window, but it must be entered before completing the enrollment process.

7. Select a consent name. If the patient agrees to study consent, click Consented. If the patient refuses consent, click Declined. To mark a consent as waived (if available), click Waived.

8. Select the Consent Version and Consent Date (required). Enter any consent notes (optional).

9. Click Add Consent+ and repeat steps 7 and 8 for any additional consents.

10. Click Add Patient to Study.

Complete screening visit and activities

Participant Visit Schedule

Click a screening visit tile to review visit information.

1. On the Activities list, click an activity name to mark it complete or edit completion, if needed. Enter a completion date and a provider (optional).

2. Click Save & Next to go on to the next activity or Save Activity to go back to the Activities list.

3. In the Visit Action Bar, click Complete Visit.

4. In the Complete Visit window, click the calendar to edit the visit completed date, then add any notes, if needed.

5. If there are incomplete activities on the visit, a message displays. To complete the visit and all incomplete activities at once, click Complete Visit & Activities. To complete only the visit, click Complete Visit.

6. Continue to edit activities, if needed. Click an activity name to edit activity details.

Add an Adverse Event

Participant Visit Schedule

1. At the top right of the participant record, click +Add.

2. Select Add Adverse Event.

3. On the slide-out window, enter adverse event details, and then click Save Adverse Event.

Schedule a visit

Participant Visit Schedule

Schedule the next visit within the visit window.

1. Click an unscheduled visit tile to display details below.

2. On the Visit Action Bar, click Schedule Visit.

3. Select a date and time. Click AM to toggle to PM, and vice versa.

4. Click Schedule Visit.

Reschedule a visit

Participant Visit Schedule

Your patient calls and needs to reschedule the visit to the following week.

1. Click a scheduled visit tile to display details below.

2. On the Visit Action Bar, click Reschedule Visit.

3. Select a new date and/or time (required) and enter a reason for rescheduling (optional).

4. Click Reschedule Visit.

Make a decision

Participant Visit Schedule

Before continuing to the next visit, if applicable make a decision on which arm the participant will continue on.

1. On the red decision tile, click Make Decision.

2. Select an arm for the participant to continue on to.

3. Click Save Decision. The participant visit schedule will now display additional visits.

Review eligibility and consents

Timeline

1. Review each step taken so far. To edit information, click the pencil icon next to the field.

2. Click View Eligibility Criteria.

3. Click the + sign and select Eligible.

4. Select an Eligibility Date, and add any (optional) notes, and click Save Eligibility.

Enter enrollment

Timeline

1. To complete enrollment, click the + sign next to Enrolled and click Enrolled.

2. Enter an Enrollment Date.

3. If the Subject ID has not been entered, you must enter it.

4. (Optional) Select the Enrolling Research Coordinator and Enrolling Investigator from the drop down lists, and enter any notes.

5. Click Save Enrollment.

Enter study staff

Staff

1. Go to the Staff tab to enter active staff. Click the ellipsis to enter or edit the Active Investigator, Active Research Coordinator or Active Data Coordinator.

Return to TrialPath Snapshot (Home) to see scheduled visits

Anywhere in TrialPath

You want to return to the home page to see today’s schedule.

1. In the top navigation bar, click Snapshot.

2. Scheduled visits display in the Carousel view. At the top left, click an icon to switch to the Calendar view or Scheduler view.

3. Click a visit name to open the visit in the participant visit schedule.

Search for a patient

Anywhere in TrialPath

A study participant calls to ask when their next visit is scheduled.

1. Under Patients, search for and select a study name to open a list of study participants.

2. On the list of participants, filter by name or click the filters icon to apply filters such as MRN or Subject ID.

3. Click the participant name to open the participant profile on the Visit Schedule tab.