Planned release: April 29th 2026
This release delivers a Builder code refactor (transparent to users) and a new Site CTMS feature to streamline study management and recruitment.
📬 EDC - ePRO Invitation from Subjects Tab
Inviting participants to ePRO is now quicker and more intuitive. ePRO surveys can be sent directly from the subject page, reducing clicks and keeping investigators in their natural workflow.
Previously, users had to leave the Subjects tab and navigate to another screen to send an ePRO invitation.
Now, everything can be done directly from the Subjects tab.
What’s new?
New ePRO invite button in the Subjects tab
How does it work?
From the Subjects tab:
Click the ePRO invite button: "Add ePRO"
Choose how to send the invitation (email, SMS, or no invite)
Select the ePRO form
Customize the message if needed
Send
💡 Why it’s useful
Saves time by avoiding unnecessary navigation
Makes ePRO deployment faster
Keeps workflows consistent with eConsent and eCRF
Simplifies daily operations for study teams
🆕 Site CTMS - Recruitment Pool - Views
You can now monitor pool progress in real time, without relying on manual data exports.
A new components views system is available in the recruitment participant list. Users can build filtered views saved as shared tabs, each displaying a live participant count that updates as records change. Views can be renamed, duplicated, and deleted.
What’s new?
Create custom views in the participant list
Save views as shared tabs
See a live participant count for each view
How does it work?
From Recruitment Studies → Participants list:
Create a new view
Apply filters (for example, by recruitment pool and status)
Click “Save for everyone”
Each tab displays its filtered count in real time. Right-click any tab to rename, duplicate, or delete it.
💡 Why it’s useful
Removes the need for manual tracking in Excel
Gives instant visibility on recruitment progress
Ensures everyone works with the same data
Reduces daily friction for recruitment teams
⚠️ Important
Views are shared across all users
If multiple users edit a view, the latest version is applied
Comparison with recruitment targets will come in a future update
🆕 CTMS - Participant Study History
The participant history view gets a major upgrade. Already available, it has been redesigned and refactored, with new features added so you can see a participant's full study activity in one place, faster and clearer than before.
What’s new?
New Studies (History tab) in participant profiles
View all studies a participant has joined (Recruitment from Site CTMS and Clinical Trials from EDC)
Separate views for EDC and Recruitment studies (Site CTMS)
Recruitment studies include visit details and booking
How does it work?
From any participant profile in the database :
Open the History tab (Studies)
Browse all studies
Expand a recruitment study to see visits and progress
💡 Why it’s useful
Global overview of all studies for every participant
Saves time when qualifying participants
Gives a complete view without switching between studies
Helps recruiters make faster decisions
Improves visibility across EDC and CTMS
⚠️ Important: This is a read-only view
🆕 Site CTMS - Recruitment Pool - Better management
Navigating between recruitment pools is now more direct, consistent, and context-aware.
Pool navigation has been reworked end-to-end. A dedicated "Recruitment pool" button in the page header gives direct access to pool management from anywhere in the study. Adding participants to an existing pool has been simplified into a streamlined flow with fewer clicks.
What’s new?
Dedicated "Recruitment pool" button in the page header for direct access from any study screen
Consistent back-navigation across all pool and participant screens, preserving context
Simplified flow to add participants to an existing pool, with fewer clicks
Cleaner separation between pool management and participant list, with clear entry and exit points
How does it work?
From any recruitment study screen, click the "Recruitment pool" button in the page header to open pool management. Browse the pool list, drill into a specific pool, or jump to its participants, back-navigation always returns you to where you came from. To add participants to an existing pool, use the simplified flow accessible directly from the pool details screen.
💡 Why it’s useful
Direct access to pool management from any study screen
Consistent back-navigation eliminates the "where am I?" effect when switching between pools and participants
Fewer clicks to add participants to a pool, speeding up daily recruitment operations
Cleaner model for new users onboarding to the CTMS
✅ Participant Account - Task System
Participants now have a clearer view of what they need to do.
Previously, tasks were limited and not always easy to follow.
Now, all required actions are grouped in a simple, structured task list.
What’s new?
New task types:
Birthdate completion
Bank Account information completion
Redesigned task list with:
To do
Completed
All
Tasks linked to key study actions (eConsent, ePRO, surveys)
How does it work?
From the participant portal:
Tasks appear on Homepage → Tasks
Clicking a task opens the relevant action
Tasks are marked as completed once validated
💡 Why it’s useful
Helps participants stay on track
Speeds up completion of required actions
Reduces follow-up from study teams
Improves overall participant experience
⚠️ Important
Tasks are not mandatory (no blocking)
No deadlines or reminders yet
No manual task creation in this version
✨ Other Improvements
The eCRF Builder codebase has been refactored under the hood to prepare for the next-generation Builder coming soon. No user-facing changes in this release everything works as before.
Status filters now include color indicators for easier reading
Filter dropdown simplified (search appears only when needed)
Improved sidebar highlighting to better show where you are in the platform
🐞 Bugs Fixed
Emails: Fixed an issue where images (including logos) in emails could stop displaying after some time. Emails are now rendered consistently.
EDC: Improved readability of the randomization number in the eCRF.
EDC - Subjects: Fixed a rare issue where updating a participant’s contact details (email or phone) could affect their name information if it was not displayed in the list view. No impact if the name fields were already visible.
Filters: Center filters now display both the center name and its abbreviation consistently across the platform.
Surveys: Fixed a specific edge case where a questionnaire could stop earlier than expected when complex conditional logic was applied at the end of the form. This only affected certain configurations and has now been fully resolved.
🔧 Minor Releases
Release 4.22.1 - Wednesday 6th May 2026
🧩 EDC - eCRF
Resolved a display issue in Repeated Measures where, after deleting and re-entering data, fields could still appear as required and highlighted in red even after answers had been entered.
Resolved a display issue affecting some eCRF PDF exports, where the generated file could occasionally be difficult to read.
📧 EDC - ePRO
Corrected inconsistencies in ePRO status colors to ensure they accurately reflect the corresponding status throughout the workflow.
📆 CTMS - Recruitment & Scheduling
Visits created in the Scheduler are now correctly displayed in the participant portal, even when the related schedule has not yet been published.
Improved Scheduler consistency by ensuring weeks are displayed according to the configured settings. In some cases, the calendar could incorrectly start on Sunday even when this option was disabled.
Resolved a scheduling inconsistency where users could briefly see the schedule of another recruitment study. The correct schedule is now consistently displayed.
Optimized recruitment views to reduce loading times and improve responsiveness.
The “Apply to study” flow is no longer case-sensitive for email addresses, preventing duplicate or blocked registrations caused by capitalization differences.
🔐 Platform - Authentication & Navigation
Improved login redirection behavior in Mozilla Firefox. Users are now redirected correctly after authentication.
Corrected public login redirections to ensure users consistently reach the expected page after signing in.
Lists for studies, recruitment studies, and projects now retain applied filters and search parameters when navigating back to the page.
Resolved filtering inconsistencies that could appear after navigating back and forth between pages.
👤 Participant & User Experience
Long names and surnames are now displayed correctly throughout the database and interface.
Release 4.22.2 - Tuesday 12th May 2026
🧩 EDC - eCRF
Improved eCRF Dashboard pages performance which should display more smoothly, especially when loading large amounts of information.
In the eCRF participant view, the “Show closed queries” and “Hide closed queries” icon now work as expected. Previously, clicking the icon did not open or display closed queries.
Number fields are now correctly aligned in the eCRF instead of appearing at the top of the question area. Previously, the arrow controls appeared too high in the question area, which made the field look visually misaligned.
When opening a new inclusion, section statuses are now displayed correctly. Previously, some sections could display “status.undefined” instead of the expected status.
If a participant is marked as Excluded, the status is now clearly visible in the eCRF status. Users can also un-exclud participant when needed.
📆 CTMS - Recruitment & Subject Database
Fix an issue when exporting filtered view, now when exporting participants from a filtered list, all selected filters are now applied, including both participant status and questionnaire responses.
Participant picture are now displayed correctly in the Subject Database.
⚙️ Platform & Interface
Participants can once again be added to a study by copying and pasting their Datacapt IDs into the search field, using “;” as a separator.
Improved cache handling after each release to reduce the risk of outdated pages being displayed after an update.
Additional interface refinements have been made to improve overall stability and consistency across the platform.