How to manage patient sources and categories

Modified on Fri, 24 Nov 2023 at 11:45 AM

When adding a patient to a study, you can indicate the pre-screening source through which the patient learned about the Center or the study.

Organization-level patient source management

Defining categories and sources of patients takes place at the Organization management level.

1. Select: "Patient Sources"

2. Select: "Categories" to add a new category or edit an existing one.

3. Select: "Add category"

4. Enter a name for the new patient source category.

5. To edit the name or decide on the activity of the category, select the three dots on the right side of the list.

6. To add a patient source, select: "Patient Sources" and then "Add Patient Source"

Site-level patient source management

1. Select: Management

2. Select: Patient Sources

3. All patient sources are visible on the list, both those added by the Organization and those added from the Center level.

4. Select: Add Patient Source

5. Fill:

  • The category in which you want to add your source (Remember! You can only select categories that have been previously added by your organization)
  • Name
  • CT to which the source relates
  • Save

6. The source will appear in the list, to edit, hover your mouse over the three dots (Remember! You can only edit sources created at Site level).

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