How To: Screen Participants
Summary of Participant Screener Forms
Screener forms allow you to quickly screen participants to determine eligibility for your study, determine what status they fall into, and save screener responses to a participant’s profile card. Screener forms can be created and customized to collect the relevant information for your study and input eligibility logic for Ripple to automatically identify if the participant meets your study’s criteria or is ineligible.
Screening Participants
Internal screener forms are ideal for conducting phone screens when you need to input screener answers from within Ripple. After you have created your internal screener form, there are two ways to screen a participant.
Process #1 to screen a participant (Screening from the potential/enrolled participants page):
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Navigate to the Potential or Enrolled Participants tab:
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Click the green Screen Participant icon:
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Select the screen you would like to conduct and click Open:
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Enter the participant’s responses into the screen and click submit:
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The participant will either pass or fail the screen. You will have the option to: cancel and return to the form, cancel and close the form, or save participant data to Ripple. Should you save the participant data to Ripple, the responses to the screener form questions will be saved to the participant’s demographic data and custom variable fields that correspond with each question:
Process #2 to screen a participant (screening from a participant’s profile card):
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Navigate to the Potential or Enrolled Participants tab:
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Open the participant’s profile card that you would like to screen and click the green Screen Participant icon:
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Select the screen you would like to conduct and click Open:
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Enter the participant’s responses into the screen and click submit:
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The participant will either pass or fail the screen. You will have the option to: cancel and return to the form, cancel and close the form, or save participant data to Ripple. Should you save the participant data to Ripple, the responses to the screener form questions will be saved to the participant’s demographic data and custom variable fields that correspond with each questions: