Enrolling & Record Entry

Enrolling Subjects
Subjects are initially enrolled in a study from the Subject Manager.  Depending on the study, subject IDs are either automatically generated or manual...
Thu, 30 Jul, 2020 at 11:16 AM
Entering Records
This article describes some of the common data fields you may see when filling out a form, how to save the form, and navigating to other forms. After op...
Thu, 19 Nov, 2020 at 8:18 AM
Patient Handoff Mode
Handoff Mode is an option (provided you have the permission in your study) to open a form intended for a study subject to complete. This mode locks down the...
Tue, 29 Jan, 2019 at 8:09 PM
Bundled Handoff Mode
If you have multiple forms to hand off to subject during a single visit, you can do what is called "Bundled Handoff".  Simply pick a subject from ...
Tue, 29 Jan, 2019 at 7:49 PM
Moving A Subject To A Different Cohort
Visit cohorts are used when there are varying visit schedules which subjects can exist on. For example, some subjects may need a 6 month follow up visit, bu...
Fri, 20 Nov, 2020 at 2:17 PM
Consenting Subjects/Patients
TrialKit has the capability of tracking consent for study subjects or registry patients. This article covers how Site Clinicians can use TrialKit to consent...
Fri, 17 Apr, 2020 at 2:48 PM
Record Sign Off (eSignatures Review)
Records progressing through the review levels defined on a study most often contain a sign off level. This is commonly done by a Site Investigator as a fina...
Fri, 23 Oct, 2020 at 7:11 AM