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            Identify Suitable Candidates for Clinical Trials

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            Identify Suitable Candidates for Clinical Trials

            As a clinical trial coordinator or recruiter, you can initiate the candidate evaluation process from specific record pages. You can begin the process with a single click from a research study candidate, account, or actionable list member record.

            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. Use the built-in Quick Actions to initiate the candidate evaluation process from the Accounts and Research Study Candidates pages. The quick actions are as follows:
              • Research Study Candidates list page: Evaluate Candidates
              • Research Study Candidates detail page: Evaluate Candidate
              • Accounts list page: Evaluate Candidates
              • Accounts detail page: Evaluate Candidate
              • Actionable List Members: Evaluate Candidates
              For bulk actions, you can initiate candidate evaluation from the research study candidate list or accounts list pages. If you want to evaluate a single record, you can do that from the research study candidate’s detail or the account’s detail page. You can also invoke the candidate evaluation process from the actionable lists members list view page.
              1. From the App Launcher, find and select Research Study Candidates.
              2. In the Research Study Candidates list view page, click Evaluate Candidates.
                Your admin is notified after the evaluation process is completed.
              3. Click Finish on the Candidate Evaluation Process screen.
            2. To view the candidate evaluation results.
              1. From the App Launcher, find and select Clinical Excellence.
              2. In the Clinical Excellence console, open the Research Study Candidates page.
              3. To view the candidate evaluation results, click the Evaluation Results tab.
             
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