How to: Add Participants to the Registry

How to: Add Participants to the Registry

In this article, we will cover:

  • How to add new participants to your Registry
  • How to add participants from your Registry to a study

Adding Participants to the Registry

If there are participants you would like add to your Registry not associated with an active study, you can add them directly to your registry:

  1. Add Participant button. Once in the Registry, you will see the Add Participant Button in the top left of the page (red):

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  1. Add Participant Pop-Up. After clicking the Add Participant button, the Add Participant page will open. To create a participant, First Name and Last Name is required and Middle name is optional:

 

  1. Participant Profile. Once you created your participant, they will appear in your participant registry. From this point you can add participant data to their profile and add them to active studies. Additionally, they are now searchable to recruit from within your registry.

           

 

Adding Participants to Studies from the Registry

If there are participants you would like add to your Registry not associated with an active study, you can add them directly to your registry:

  1. Select the Participant. After identifying the potential participants you would like to add to your new study, click the check box next to their name to select their profile. This can be done for multiple participants concurrently as well:

 

  1. Select the New Study. After selecting your desired participants, select the new study you would like to add them to from the drop down list of studies:

 

  1. Apply Icon. Once you have selected the new study these participants will be added to, click the Apply icon and they will be added to the Potential Participants section of the new study:

 

           

 

           

 

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