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Siebel CRM Siebel Clinical Trial Management System Guide
Siebel Innovation Pack 2015, Rev. A
E52416-01
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Enrolling Clinical Subjects

You enroll in the study a subject who successfully passes screening or rescreening. The Subject Status MVG (multi value group) is automatically updated for the enrollment visit that is the status tracking visit in the subject visit template.

To enroll a clinical subject  

  1. Navigate to the Subjects screen.

  2. Drill down on the screening number field for the subject to enroll.

  3. Navigate to the Visits view.

  4. (Optional) Edit subject visit dates or activities.

  5. Enter the enrollment ID in the Subjects applet.

  6. In the Visit Plans list, complete the following steps:

    1. Select the Completed field for the enrollment visit.

    2. Enter the completion date in the Completed Date field.

      If the subject clinical visit is a status tracking milestone visit, then the Subject record automatically updates as follows:

      • A record with a value of Enrollment in the Visit Type field is added to the Subject Status MVG.

      • The Status field is updated to Enrolled.

      • The Date field of the Subject Status MVG is populated with the date in the Completed Date field of the Visit Plans list.