Enrolling a Participant from an External System

If Onyx has been configured to look up participant information stored in an external system (a “participant registry”), the enrollment procedure is slightly different. You will first search for the participant in that system, using whatever unique identifier that system requires. After that, you will assign to that participant a Participant ID.

Prerequisites

The prerequisites are the same as in “regular” enrollment.

Procedure

1. The Participant Registry button is displayed in the upper right corner of the Participants page. See this figure.

   

   Participant Registry button

2. Select the Participant Registry button. The Participant Registry Lookup pop-up window is displayed. See this figure.

   The fields you see were defined by your study and may differ from those shown in this figure.
   

   Example of the Participant Registry Lookup pop-up—the fields are defined by the study

3. Enter the participant’s unique identifier and select Lookup. Upon a successful lookup, the participant fields will be filled in with the retrieved information.

4. To enroll the participant, select Receive. The Volunteer Registration page will be displayed. Now proceed the same way as with “regular” enrollment.

5. If you decide not to enroll the participant, select the Cancel button. The Participant Registry Lookup pop-up window closes and the Participants page is redisplayed unchanged.