Participants
Add, screen, enroll, randomize and withdraw participants.
- Find a participant and read the CasebookOpen Casebook to see every participant against every visit. Filter by site, status and data, search by participant ID, and read each cell: forms done out of forms due, colours for progress, a red Q badge for open queries, and dots for overdue or out-of-window visits.For Site coordinators & staff, Investigators, Monitors (CRAs), Data managers
- Add a participant (start screening)In the Casebook, click Add Subject, choose the site and Screen New Subject, enter the consent (ICF) date, year of birth and sex, review and click Confirm & Assign Screening Number. The participant starts in Screening.For Site coordinators & staff, Investigators
- Enroll a participant, record a screen failure or rescreenOn the participant's page, click Enroll subject, tick each eligibility criterion and click Confirm Enrollment. If they are not eligible, click Screen fail, choose the reason and sign. To screen someone again, use Rescreen Subject when adding a participant.For Site coordinators & staff, Investigators
- Use the participant pageClick a participant ID in the Casebook. The header shows their status and actions (enroll, screen fail, withdraw). The tabs hold their Tasks (visit schedule), Responses, Consent, Sign-Offs and Audit Trail; the side cards cover portal access, safety events and medications.For Site coordinators & staff, Investigators, Monitors (CRAs), Data managers
- Withdraw a participant or record end of treatmentOn the participant page, click Withdraw, choose the withdrawal type, say who asked and why, and click Confirm Withdrawal. All open tasks stop and existing data is kept. To record that study treatment ended but follow-up continues, use End of Treatment instead.For Site coordinators & staff, Investigators
- Let participants sign up with a link or QR codeSwitch on Participant self-enrollment (ePRO) in Settings > General > Modules. Then open Settings > Participant Portal > Enrolment & consent > Enrollment links & QR codes to copy the study link, a site link, or download the QR code. The link works once the study is live.For Study owners & admins, Site coordinators & staff
Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.