Use the participant page
Click 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.
Where to find it
Casebook > click a participant ID
The header
- Status badges: Screening, Enrolled, Withdrawn, Screen Failed, Treatment ended.
- Actions: Enroll subject, Screen fail, Withdraw and End of Treatment, depending on status and role.
- Site and dates: who screened them and when, and when they were enrolled.
- Randomization line: the randomization date and number, or what is still missing (randomize).
The tabs and cards
| Tab or card | What it shows |
|---|---|
| Tasks | The visit schedule: each visit with its date or "Not done", forms done, and Enter, View or Send survey link per form. Add Unscheduled Visit is at the bottom. |
| Responses | Every submitted form, with answers you can expand and query. |
| Consent | Consent status, countersigning and copies (when eConsent is used). |
| Sign-Offs | Investigator sign-off history. |
| Audit Trail | Every event for this participant, with Export (view the audit trail). |
| Portal Access card | Invitation status and contact details (invite to the portal). |
| Safety Events / Concomitant Medications cards | Add AE and Add ConMed, with links to the full lists. |
Contact details stay hidden until you click Show, and each reveal is recorded. Only roles allowed to see personal details can do this.
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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.