Create a contact at your organization

At a global level, you can create and manage contacts for institutions associated with your organization's studies.

You have the option of configuring multiple addresses for a contact: a primary address and a billing address. If you want to create multiple contacts that have the same primary address, you can first set up a primary address. For more information, see Specify a reusable address for your organization and contacts.

1. On the Home page, click Global Settings.
2. Click the Contacts tab.
3. On the Contacts tab, click Create Contact.
4. On the Create Contact: Investigator dialog, fill-in the following fields, and click Next.

   Note:

   All mandatory fields are marked with a blue asterisk in the application's UI.

   Field	Description
   Prefix	From the drop-down, select the prefix of the contact that you are creating.
   First Name	Enter the first name of the contact that you are creating.
   Middle Name	Enter the middle name of the contact that you are creating.
   Last Name	Enter the last name of the contact that you are creating.
   Suffix	If applicable, from the drop-down, select the contact's suffix.
   Email	Enter the contact's email address.
   Degree	Enter the contact's associated degree. For example, indicate whether they're Doctor of Philosophy (Ph. D).
   Investigator ID	Enter the contact's associated ID. You can use both numbers and letters. For example, enter US0001. Keep in mind that the Investigator ID must be unique across all contacts at your organizations.
   Time Zone	From the drop-down, select the appropriate time zone of the contact that you're creating. For example, select UTC +5 New York.
   Tax ID	Enter the contact's Tax Identification Number (TIN).
   Primary Specialty	From the drop-down, select the contact's primary medical specialty.
   Sub Specialty	If applicable, from the drop-down, select the contact's sub-specialty.
   Medical Identifier	Enter the contact's medical identifier. You can use both numbers and letters. For example, enter DB54390.
   NPI	Enter the contact's National Provider Identifier (NPI). This is a unique identification number for covered health care providers. You can use both numbers and letters. For example, enter 207XS0106X.
   DEA	Enter the Drug Enforcement Agency (DEA) Registration Number.
   DEA Expiration	From the drop-down, select the expiration date of the DEA number.
   Status	From the drop-down, select either one of the following options: Choose New for a site (or institution) that hasn't started the study conduct period. Choose Active only when the site is ready to start the study conduct period. Only active sites can enter data. Choose Retired for sites that are no longer collecting data.
   Mode	From the drop-down, select one or multiple study modes: Testing, Training, or Production.

5. In the Addresses section, complete the following fields, and click Create.Repeat this step for the Primary Address and the Billing Address.

   Note:

   If applicable, when you configure a contact's billing address, you can select Same as the Primary Address .

   Tip:

   In the Address Search bar, type the name of an existing address, contact ID, or name to pre-populate certain fields.

   Field	Description
   Address Line 1	Enter the primary address that is associated with the contact that you're creating.
   Address Line 2	Enter an optional and secondary address that is associated with the contact that you're creating.
   City	Enter the city that is associated with the contact that you're creating.
   Country	From the drop-down, select the country that is associated with the contact that you're creating.
   State	If applicable, from the drop-down, select the state that is associated with the contact that you're creating.
   ZIP/Postal Code	Enter the ZIP or postal code associated with the contact's primary address.
   Phone	Enter the phone number of the contact that you're creating.
   Alternative Phone	If needed, enter an alternative phone number of the contact that you're creating.
   Fax	If needed, enter the fax number associated with the contact that you're creating. This could be the organization's fax number.
   Email Address	This field includes the email address you previously specified for the contact that you're creating.