Roadmap: Managing a patient

1

Upload the ICDs.

A sponsor user can upload the ICDs for the site.

1. Select Administration ().

   Click Manage ICDs.

2. Fill in the fields as necessary.
3. Browse for the ICD file to upload.
4. Click Add.

2

Create, screen, and enroll the patient.

1. Select Create Patient () to create the patient.
2. Sign any ICDs.
3. From the Visit Landing page, complete any EDC forms required for screening and enrollment.
4. Have the patient complete any ePRO forms required for screening and enrollment.

3

Discontinue or re-enroll the patient if the patient does not complete enrollment.

• To discontinue the patient, from the Visit Landing page, click Discontinue.
• To re-enroll the patient, obtain the missing information and complete the enrollment process.

4

Track the status of the patient.

1. Select Patients ().

   The Patient List page appears.

2. View the status of the patient in the Status column.

5

Manage the patient.

Perform the following procedures as needed.

Search for the patient.

1. On the Patient List page, enter search criteria.
2. To the right of the drop-down list, click Submit ().

View and edit the patient profile.

1. On the Patient List page, click the Profile link for the patient.

   The Patient Profile page appears.

2. Edit the fields as necessary.
3. Click Submit.

Reset the patient password.

• On the Patient List page, select the radio button for the patient and click Reset Password.

Set a temporary password for the patient.

• On the Patient List page, select the radio button for the patient and click Set Temporary Password.

View the audit trail for the patient.

• On the Patient Profile page, click the Audit Trail button (A).

Transfer the patient,

1. On the Patient List page, click the radio button of the patient to transfer.
2. Click the Transfer button.

6

Manage the ICDs.

Perform the following procedures as needed.

Add an ICD.

On the ICD Management page:

• Fill in the fields as necessary. For more information, see ICD Management page.

Edit or add a new version of an ICD.

1. On the ICD Management page, click the Details link for the ICD.

   The Edit ICD page appears.

2. Edit the fields as necessary.
3. Click Update.

Add new languages for an ICD.

1. On the Edit ICD page, click Add New Language ().
2. From the Language drop-down list, select the language of the ICD.
3. Specify the ICD to upload.
4. Click Upload.
5. Click Update.