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For clinical projects and studies that launched prior to this date, talk to your implementation lead about switching to the new enrollment flow. If you are using the Qualtrics integration, you must first transition surveys administered in enrollment to our Survey Builder.
If you are using our old enrollment process, please refer back to our page in the User Guide on our Old Enrollment Process.
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Verifying on screen, or soft verification, is only recommended for onsite enrollment. Without full verification, a participant may accidentally enter an incorrect email or mobile number.
Note*: if you or your participants ever accidentally entered the wrong cell phone number or email during enrollment, you have the chance to update your contact information during the verification step.
Randomization
Randomization is the last step in the enrollment process. All subsequent enrollment steps will be arm-specific. Once this step is complete, the participant status will change to enrolled. If this is the last step in the enrollment process and the study is configured to "auto start", the participant will start the study automatically and will have a status of started. If the study is configured to "manual start" or "scheduled start" the participant will have a status of ready.
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