Assigning a candidate as a potential patient to a specific clinical trial

Modified on Wed, 03 Jul 2024 at 02:52 PM

After verifying the candidate and changing his status from candidate - non verified to candidate, you can assign him as a potential candidate for a specific clinical trial.

In order to have this possibility, in addition to the rights to view and/or edit the patient, you have to have the following accesses:

  • Patient candidate (organization) - candidate assigment to Clinical Trial.

1. Select: Qualify to trial

2. In the drop-down list, select a site and a clinical trial.

3. After selecting the center and the study, a list with additional information to be completed will appear. After completing, press: Qualify to trial.

4. After being assigned to the study, the Candidate will change the status to - Patient-confirmation needed.


5. The candidate will appear on the pre-screening list in the indicated site and trial, with the New status.

View from the level of the indicated site:

6. The next steps consisting in qualifying the candidate for the examination and arranging a screening visit take place at the level of the selected site.

If the candidate's status is updated, e.g. as a patient in the centre, his status will also change in the pre-screening module.

View from the level of the indicated site:

View from the level of the prescreening module:

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