Review Participant Profile

TrialPath

The participant profile tab contains information that is often needed quickly and at a glance, including recent schedule information, study location and referral details, and participant contact information. Most of the information on this tab can be edited.

Recent schedule information

The profile tab prominently displays the date and time of the participant’s last visit and next visit. A check mark above the visit information indicates that the visit was completed. Recent schedule information comes from the Participant Visit Schedule.

Location and referral information

The following items are displayed below the schedule information:

• Study location: Select the study location from the location menu.

• Referral date: Enter the date the participant was referred to the study.

• Referral type: Select the referral type from the drop down.

• Referral source: Enter the source of the referral.

To edit information in this section, click the pencil icon next to the field name. Enter the information, and click the green checkmark to save your changes. The new information will appear on the Profile tab.

Contact information

On the right, enter or edit participant contact information. Participant contact information includes:

• Participant name

• Phone number

• Mailing address

• Email address

• Treating physician

There is also an area for notes.

To edit participant contact information, at the top right, click Edit, enter or edit information in the fields, and then click Save Patient. The new information will appear on the Profile tab.