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Enrolling a trial candidate

To enroll a trial candidate:

  1. In the Navigation pane, click Enroll.

    The Screening Log appears.

  2. Locate the candidate you want to enroll.

    Note: New candidates are always added to the end of the Screening Log. To advance quickly to the end of the Screening Log, use the page indexer control.

  3. In the Enrolled column, click Enroll for the selected patient.

    The Enrollment form appears.

  4. Complete the Enrollment form to record whether the candidate conforms to the inclusion and exclusion criteria for the trial.
  5. Click Submit.
  6. If all data is present on the Enrollment form and the candidate meets all inclusion and exclusion criteria, a message page appears, indicating that the patient meets all trial criteria and can be enrolled.

    For information about what to do if the patient cannot be enrolled because of missing data or nonconformance with inclusion and exclusion criteria, see What to do if.....

  7. To complete the enrollment, click Enroll.

    The InForm application processes the enrollment by:

    • Updating the Screening Log—The InForm application adds the patient number to the Patient Number column and changes the entry in the Enrolled column to a check mark.
    • Changing the Enrollment form to a read-only form—After enrollment is complete, you can update enrollment data only if your trial is set up to include the enrollment data on one or more enrollment forms in a regular patient visit.
    • Creating the case book for the patient—After enrollment is complete, you can access patient visits and forms by clicking the Patients button in the Navigation pane.
    • Displaying the Visit Calculator page.

  8. The initial display of the visit calculator uses the current date as the date of initial visit, and computes the remaining visit dates based on that initial visit date.
    • To recalculate proposed visit dates, change the Start Date by selecting a new date in the month, day, and year drop-down lists.
    • To print the visit calculator so that you can give it to the patient for reference, click the Print button of the browser.
  9. Do one of the following:
    • To go directly to the first patient form, click Go to First Visit.
    • To return to the Screening Log, click Return.
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