Use the object’s homepage to create records for adding clinical data. This data helps
site coordinators track a candidate’s medical information at a glance in the research study
candidate’s lightening page. You can also use these objects in the Candidate Matching context
definition to retrieve candidate’s health data for the Research Study Candidate Evaluation
prompt template.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud or Health Cloud and the Participant Enrollment Add-On license
User Permissions
Needed
To manage data for clinical trials:
Clinical Trial Manager
To view and add new requests to the patient card:
Clinical Trial Coordinator
This clinical data is also used in the built-in Prepare Candidate Details for Participant
Enrollment data processing engine definition. Create records for these clinical data model
objects.
Account (Patient)
Allergy Intolerance
Care Observation
Care Observation Component
Clinical Encounter
Clinical Service Request
Diagnostic Summary
Health Condition
Patient Health Reaction
Patient Immunization
Patient Medical Procedure
Patient Medication Dosage
Medication
Medication Request
From the App Launcher, find and select the object from the preceding list for the kind
of record you want to create. For example, to create a record for Allegery Intolerance,
find and select Allergy Intolerances.
Click New.
Enter values in the fields, as applicable.
Complete all the required fields marked with an asterisk (*).
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