You can expand the patient information by clicking on the arrow on the left side of the patient Subject ID. Here you can see the milestones currently available to the patient and site admin at this time and each of the milestone's status's. Notice on the Enrollment milestone, that the Status is ‘Incomplete'.
Note: At this point, the patient has not completed the consent document yet, therefore, enrollment is incomplete. The Supplemental File Upload is not patient facing and can only be used by the Site Admin, we will go into more detail on this below.
In order for the Enrollment Milestone to be completed two paths can be taken. Normally, the patient completes the consent form on their device through the Patient Engagement Application, but if necessary the Site Admin can complete the consent form on the patients behalf. Assuming that the Site Admin is sitting with the patient in person, the Site Admin can go through the consent document with the patient on their site device and obtain the correct information from the patient and complete their consent. This would happen in a case where the patient needs assistance or isn't great with technology. To do this, Site Admins will click on the “Complete Consent” button to pull up the digital consent for that individual patient. Alternatively if the patient is not comfortable with a digital consent, Site Admins can print the consent document from the document management page (described later in this document) and then scan and upload that paper consent to the Enrollment milestone (this will also be described later in more detail). Once the Patient has completed the consent document, the Site Admin will receive emails that the ‘Patient Milestone Completed’ and that the patient has a Pending Approval status. Please refer to ‘Site Admin Notifications - Web Version - V1.2' Site Admin - V1.2 for more details.
Note: The enrollment milestone has the following actions that can be taken. Please refer to the below sections for more information on each action.
- Upload Artifacts
- Mark as Complete
- View Artifacts