Participant Statuses

So many statuses, so little time! What could they possibly all mean? Go with the flow we have listed below and you will be a Way to Health status expert in no time!

You can edit a participants status in the participants profile by clicking the red "Edit Status" button on the General Info tab and choosing a status from the drop down. Once you have chosen the status that you want to set for the participant, click "Save." 

New (1) 

  • Pending account verification- need to click 'Verify my Account' button! 

  • Participant has clicked the 'Enroll' button on the participant portal and submitted their name, email address, and username and password, but they have not yet clicked the 'Verify my Account' link

  • 'New' is only a status for frontend enrollment 

  • ‘New’ is an active status

Enrolling (2) 

  • Participant has completed account verification or a profile has been completed by study staff, but still has open enrollment steps that need to be completed.  This can include anything from surveys, informed consent, device authorization, run-in periods, etc. 

  • Open enrollment steps can be viewed in a participant's profile under the Enrollment tab

    • Green box indicates completed steps 

    • Red box indicates incomplete steps 

  • “Enrolling” is an active status

Enrolled (3) 

  • Participant has completed all enrollment steps listed in the Enrollment tab, but may have one final set-up to complete.  This could include setting payment preference or lottery number. 

    • Example: Payment preference is selected, but lottery number has not been generated. 

  • Participant has been randomized or assigned to an arm 

  • Typically, participants will go from Enrolling --> Ready so it's rare to see this status

  • “Enrolled” is an active status

Ready (4) 

  • Participant has completed all enrollment steps and payment preferences and lottery number have been set.  

  • Participant has been randomized or assigned to an arm 

  • Hooray, the participant is able to start the study! 

  • Based on defined study start preference, ready means the following:

    • Manual: Participant will be started once study staff clicks 'Start' button in their profile

    • Scheduled: Participant will be started once they hit the scheduled date listed in their profile


    • Auto: Participant will automatically transition from Enrolling --> Started 

  • “Ready” is an active status

Started (5) 

  • Participant has completed enrollment and randomization and is active in the study and receiving the arm schedule outlined in their event schedule

  • “Started” is an active status

Finished (6)

  • Participant has completed the entire set of events laid out in their event schedule and marked as 'finished' on the platform.

  • Once a participant has completed the study and received all study payments, they should be marked as finished in their profile by study staff.  This will stop data collection on any authorization devices and prevent them from logging into their participant dashboard account. 

  • “Finished” is an inactive status


  • Two ways to trigger this status: 

    • Logic: An enrolling participant was deemed not able to participate in the study due to eligibility criteria defined on an enrollment step (e.g. declined to participate on ICF, screened out in screening survey) 

    • Manual: An enrolling participant was marked as 'ineligible' manually by study staff in the profile.

  • Participant is prevented from moving forward with the remaining enrollment steps 

  • “Ineligible” is an inactive status


  • Both 'Enrolling' and 'Started' participants can be unenrolled

  • 'Unenrolled' means that Way to Health still has all of the participant's data to date, but will not collect any new data going forward.  Additionally, for 'Started' participants, the arm schedule will stop immediately and the participant will cease to receive messages from the platform. 

  • Two ways to trigger this status: 

    • Logic: A participant was marked as unenrolled due to logic on an enrollment step or event logic 


    • Manual: A participant was marked as unenrolled manually via the profile by the study staff 

      • A participant is typically unenrolled if the PI determines that the participant should no longer participate due to health or safety concerns or if the participant does not want to be in the study any longer. 

  • “Unenrolled” is an inactive status


  • Both 'Enrolling' or 'Started' participants can be marked as invalid

  •  Invalidating a participant is the equivalent to deleting them from Way to Health.  Once invalidated, the participant can no longer be accessed by study staff. The participant's profile and all survey and device data will essentially disappear. 

  • Use cases

    • Participant withdrew from the study and does not want their data used for analysis

    • Participant has duplicate accounts 

    • Delete a test account 

  • Only the Way to Health team can access invalid participants 

  • “Invalid” is an inactive status


  • You can decide to mark any participant as declined

  • This will not delete the participant or their data

  • Once they are marked as declined you will still be able to see them in your participants list and filter for this status 

  • “Declined” is an inactive status

 But what about Partner statuses? See Support Partner Statuses for further explanation! 

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