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Create new participants/subjects

To generate EDC records, you must first create a participant within the clinical study. This chapter provides guidance on creating a subject and configuring communication options.

💡 By default, a new study is configured to minimize the collection of subject information. However, when using the Datacapt ePRO and/or eCONSENT module, it is necessary to enable the collection of the subject’s communication details. Follow the steps below to configure this option.

🛠️ Step-by-step guides

How to activate participant personal data (name/email/telephone/language)

  1. Navigate to “Settings” under your study.

  2. Go to the “Options” tab and select “Edit.”

  3. Locate the “Enable Subject Personal Information” setting.

  4. Select " Activate First Name, Last Name" AND “Activate Email, Phone Number, and Language.”

  5. Save

How to create a new participant/subject

  1. Navigate to “Subjects” under your study.

  2. Select “ + Subject ”

  3. Under the “New Subject” tab, complete the following fields

    1. First Name , Last Name

    2. Email

    3. Phone (optional)

    4. Subject’s Language

    5. Subject’s Center

    6. Platform ID (manually set or automatically generated)

Related Articles
Create and Configure Automations
Subject Database - General information
Participant statuses
Datacapt Version 4.21
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