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Set Up Participant Management
Participant Management streamlines the process of recruiting and enrolling participants in clinical trials by orchestrating each stage, from initial recruitment to enrollment. With this feature, you can provide a unified clinical trial portal experience for potential participants and clinical trial coordinators.
Using Participant Management, users can gather critical participant information and support the evaluation of the effectiveness and safety of new medical treatments. Participant Management enables you to:
- Reduce the cost per eligible participant
- Reduce the cost per conversion of consenting participants
- Reduce the average time between registration and enrollment
- Improve participant registration and enrollment experience
- Lower your participant attrition rate
The key components of Participant Management include:
For Recruitment
During the recruitment phase, potential participants are referred to as Candidates. The following features support trial discovery, candidate matching, prescreening, and the application process.
- Criteria-Based Search and Filter feature to help users search for and find suitable clinical trials on an experience cloud site
- Omnistudio components to digitize initial prescreening and candidate registration processes
- Einstein Candidate Matching feature to automatically match candidates to clinical trials
For Enrollment
After enrollment, Candidates become Participants and proceed to the next phase of the clinical trial.
- Build enrollment journey using Salesforce orchestration capabilities
- Flows to digitize the consent management process
- Invocable actions and flows to digitize the basic randomization process
- Participant Management Data Model and Permissions
Participant Management uses a data model that’s FHIR R4 and USCDI-aligned to store its data and make it interoperable. - Enable Participant Management
Give users access to participant management features by enabling org preferences in your Salesforce org. By enabling Participant Management, you can streamline the recruitment and enrollment processes in clinical trials. - Assign Permission Sets for Participant Management Users
Participant Management offers five permission sets: Clinical Trial Manager, Clinical Trial Coordinator, Clinical Trial Participant, Clinical Trial Guest, and Clinical Trial Site Coordinator in Experience Cloud. Assign the necessary permission sets to users according to their roles. - Add Data for Participant Recruitment and Enrollment
Quickly create a record from an object’s home page. Clinical trial managers can create records that are necessary to use the features within Participant Management. Clinical trials are represented using care programs and research studies. - Participant Recruitment
Participant Management digitizes and optimizes candidate recruitment in clinical trials. With Participant Management, you can help users overcome recruitment challenges, save time, and improve trial efficiency. - Participant Enrollment
Participant Enrollment features help your clinical trial managers, coordinators, and participants to prepare, send, and view consent forms. It includes consent management and randomization features that can be combined to create a participant enrollment journey using Salesforce orchestration capabilities. - Use Participant Management
Participant Management helps organizations that conduct clinical research studies to make their recruitment and enrollment processes more efficient. Clinical trial coordinators or recruiters can use the Clinical Excellence Console app to track and monitor participant recruitment and enrollment progress. Clinical trial coordinators can use the Research Study Candidate page to add new Medication Requests, Health Conditions, Allergies, and Immunization records directly from the patient card.
