Setting Participant Status in Primary Screening

After contacting a participant in Primary Screening, nurses set the Participant Status to reflect the outcome of the call. Setting the correct status is important because it keeps reporting accurate and ensures the participant moves through the pipeline appropriately.

Primary Qualified

Set Primary Qualified when the participant meets initial eligibility criteria. The participant is automatically advanced to the Secondary Screening stage, the Stage Progress Bar updates, and the Secondary Screening tab becomes active.

Primary Not Qualified

Set Primary Not Qualified when the participant does not meet initial eligibility criteria, typically after the nurse has spoken to the participant and confirmed disqualifying factors such as age, location, or condition mismatch. The participant remains in the Primary Screening stage with a clear status flag and is not advanced.

Follow Up

Set Follow Up when the participant is potentially eligible but not ready to be qualified yet. Common scenarios include the participant being unable to speak at the time of contact, requesting a callback later, needing time to consider participation, or wanting to consult with a family member before deciding. After setting Follow Up, use the Fix a Followup control to schedule the next contact attempt.

DNP, Wrong Phone, Not Reachable, and Junk Lead

These statuses categorize unsuccessful contact attempts. DNP (Did Not Pick) applies when the participant did not answer the call. Wrong Phone Number applies when the recorded phone number is invalid or belongs to someone else. Not Reachable applies when repeated contact attempts have failed. Junk Lead applies when the record itself is invalid (test data, spam, or duplicate). Setting these statuses correctly removes the participant from active outreach queues.

Inbound Call/Msg

Set Inbound Call/Msg when a participant initiates contact rather than the other way around. Examples include the participant calling back, replying to an SMS, or starting a web chat. This status helps reporting distinguish nurse-initiated outreach from participant-initiated contact.