Patient Identification form

Form title (value of Special Forms property)

Patient Identification.

Purpose in the InForm application

Captures subject identification information that users can edit after a subject is enrolled.

In the InForm application, the items on the special InForm Screening or Enrollment forms are not editable after a subject is screened or enrolled. If you want users to be able to change the patient initials or patient number, you must include those items on a form with a Special Forms property value of Patient Identification.

When a subject is enrolled, the Patient Initials or Patient Number data is transferred from the Screening or Enrollment form to the Patient Identification form. Subsequently, when a user changes the patient identification fields on the Patient Identification form, the new information updates the patient object in the study database. The updated information is not reflected on the Screening and Enrollment forms.

To transfer other data (for example, to transfer Date of Birth to a Demographics form), create a calculation rule to populate the item on the target form with the value of the item on the screening or enrollment form. When a subject is enrolled, the calculation runs in the InForm application.

Note: The ability to transfer screening and enrollment data other than Patient Initials or Patient Number is not available with some releases of the InForm application.

Required form?

No.

Default version generated?

No.

Required items?

The Patient Number item is required if either of the following is true:

• You have created an Enrollment form with the Special Forms custom property of Enrollment, and that Enrollment form includes an item with the Special Fields custom property of Patient No. (Enrollment).
• You have not created an Enrollment form with the Special Forms custom property of Enrollment. In this case a default Enrollment form is generated.

Otherwise, all items are optional.

Optional items

The following items, if included, must conform to the listed specifications.

Note: The Patient Identification form can also have other items, including items copied from the Screening or Enrollment special forms. If you copy Screening or Enrollment items, note the other requirements that apply.

• Item—Initials.
• Item type—Text.
• Special Fields property—Initials (Patient Identification).

• Item—Patient Number.
• Item type—Text or Integer.
• Special Fields property—Patient No. (Enrollment).

Other requirements

• The Patient Identification form must have the Special Forms custom property value of Patient Identification and must be the only form in the study with this custom property value.
• If the Patient Number and Initials items are included on the Patient Identification form, the items must be together in either a section or the top-level form.
• You can copy the Initials item from the Screening form into the Patient Identification form. If you copy the Initials item:
  • Do not use the Copy > Link command. Use Copy > With new children or Copy > With links to children.
  • Change the Special Fields property value from Initials (Screening) to Initials (Patient Identification).
• If the Enrollment form contains a Patient Number item with the Special Fields property of Patient No. (Enrollment), the Patient Number item on the Patient Identification form must be the same item. You can copy this item with the Copy > Link command.
• If you copy the Date of Birth or Screening date items from the Screening form:
  • Do not use the Copy > Link command. Use Copy > With new children or Copy > With links to children.
  • Change the Special Fields property value from DOB (Screening) or Screening date (Screening) to None.
• If you copy screening or enrollment items other than Initials, Date of Birth, or Screening date, you can copy them with the Copy > Link command.
• The Patient Number and Randomization items cannot be on the same section or on the same form, outside a section. If one item is on a section, the other item is allowed to be outside the section on the same form.