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            Track and Monitor Candidate Enrollment Progress

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            Track and Monitor Candidate Enrollment Progress

            As a clinical trial coordinator or recruiter at Investigative sites, you can monitor candidate progress from Participant Management’s Clinical Excellence Console app home page.

            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, track, and monitor candidate enrollment progress:

            Clinical Trial Manager

            Clinical Trial Coordinator
            1. From the App Launcher, enter Clinical Excellence, and select it.
            2. On the Clinical Excellence Home page, you can view the Enrollment dashboard. The performance indicators within it are as follows.
              • Research Studies: displays the total number of candidates enrolled for research studies.
              • Conversion Rate: displays the average conversion rate of candidates.
              • Candidate Status: displays the status of candidate enrollment.
              • Candidate Enrollment Progress report: displays the bar graph with analysis of the enrollment progress of candidates in research studies.
              • Candidate Rejection Ratio: Displays the bar graph with analysis of the rejection ratio among candidates in research studies.
            3. In the Quick Links section, click a tile as needed to access additional pages directly from the console app.
             
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