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Overview: Screening

Enrolling a patient in a trial involves the following processes:

  1. Screening a candidate. Complete a screening form that records some basic candidate information and indicates whether the candidate is eligible for the trial. When you submit the screening form, the candidate is added to the Screening Log.
  2. Enrolling the candidate. Enrolling is a two-step process in which you:
    1. Enter data on the Enrollment form. This data records whether a screened candidate meets the enrollment criteria of the trial.

    Note: If some information is not available when you begin the Enrollment form, you can enter partial enrollment data and submit the incomplete form. Then, at a later time, you can return to the form, complete the data, and submit the form again.

    1. Complete the enrollment of the candidate.
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