How to Open a Participant Record

The Leads/Participants screen displays the full list of participants assigned to the logged-in nurse within a specific trial. Each row shows the Participant ID, Name, current Stage, current Status, and other summary fields.

To open a participant's full record, users click the Participant ID (for example, PT-000123). The detail view contains all screening data, communication history, qualification score, and current status for that participant on a single screen.

From the detail view, nurses can update participant fields, log calls, schedule follow-ups, send messages, advance the participant through screening stages, and review the full activity history.