9 Patient Management

Velos eResearch is a patient-centric system, meaning a patient has one system record and can have one or multiple study records within the system. A patient study record is created when a patient is associated to a study. The Patient Management module allows Study Team Members to add patients and associate them to a study. Within the module, a user can update patient demographics, monitor study statuses from screening to off-study, and manage patient schedules.

Study-centric:

▪ In Study Management > Study Setup, in the Study Dictionaries /Settings area, the radio button selection of Yes for Enable Study-centric enrollment must be selected

▪ Allows for creating and enrolling the patient at the same time

▪ Patient has to be linked to at least one study but can be linked to multiple studies later

▪ A new patient is added and associated with the study by completing the Study Centric Enrollment page

▪ After submitting the enrollment page, the user can be directed to a specific page

Velos eResearch has built in triggers to prevent patient enrollment to a study until the necessary criteria is met such as proper status, screening, etc.

There are two routes for managing patients in the system:

▪ Using the default / standard Homepage

▪ Using the Study Patient Roster

Note:

If a user’s role is only for managing study patients, it is recommended to set the Default Homepage to the Study Patient Roster, otherwise, if managing multiple functionalities, it is recommended to use the Default Homepage. For information on how to change your default homepage, see the Personalize section.