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Shareable URL: https://crucialdatasolutions.atlassian.net/servicedesk/customer/kb/view/282886175

Site users are able to reference Participant PIN number for the purpose of assisting Participants with sign in. Manual pre-configured notifications, such as sign in information, can also be sent to specific Participants.

There are three ways participants can be notified with sign in information:

  1. Automated notification designed by the Study Builder

  2. Using the Forgot Pin The Participant can use the ‘Forgot Pin’ option on the sign in screen

  3. Site personnel manually providing the Participant with their Pin number.

Automated Notifications

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If configured by the Study Administrator, the system will send Participants their sign in information, including a PIN number , when Site staff saves the Registration form is saved.

Study Admins - Read here for help on setting up patient notifications.

Notifications to participants when forms become due to complete are automated based on the study configuration. Study Admins can read here for help with defining those parameters.

Accessing the Participants Pin

On the web:

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On the App:

Open the Registration form by tapping the status icon in the subject list:

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Tap the heart icon at the top, and reference the Participants registered email address:

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Manual/On-Demand Notifications (Mail Merge):

Patients can be directly messaged by the site with pre-designed notifications through the ePRO mail merge link highlighted below.

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