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You can update participants based on any of the following:
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Sample CSV
Data Dictionary
Column Name | PHI field? | Datatype | Mandatory? (Create) | Mandatory? (Update) | Description | Permissible Values | Validations |
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Identifier | No | Number | No | No | System auto-generated unique number for every Participant | This can be retrieved using the query interface(Registration ID). The query for the desired participants and include the 'Registration ID' field using 'Columns' in the results view. | Mandatory while updating PPID. |
CP Short Title | No | String | Yes | Yes | Collection Protocol to which the Participant to be updated belongs. | Should be an existing CP | |
PPID | No | String | Depends | Yes | PPID of the Participant to be updated | Should be unique within the CP It should be left blank if auto-generation is ON. | |
Registration Date | No | Date | Yes | No | The date of participant registration. | Select the correct date format from UI based on the data in the file | |
Registration Site | No | String | No | No | The Site where the Participant enrolled in the study/protocol. | ||
External Subject ID | No | String | No | No | Unique study or system ID assigned to participants by external systems like OpenClinica, REDCap, etc. | ||
Activity Status | String | No | No | Activity status of the Participant |
| Should be 'Active' while registering a participant. Default Value: Active To remove the Participant, update the activity status to 'Disabled'. | |
Data Entry Status(v10.2) | No | String | No | No | Specify data entry mode of participant |
| Introduced in v10.2. When in draft mode, no validations will be shown, user can add data and save information. |
Reason | String | No | No | Specify reason for disabling a participant | Minimum of 10 characters. | ||
First Name | Yes | String | No | No | First name of participant | ||
Last Name | Yes | String | No | No | Last name of participant | ||
Middle Name | Yes | String | No | No | Middle name of participant | ||
Phone Number | Yes | String | No | No | contact number of Participant | ||
Date Of Birth | Yes | Date | No | No | |||
Death Date | Yes | Date | No | No | |||
Gender | No | String | No | No |
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Race#1 | No | String | No | No | Add an extra column for the Participant with multiple races. E.g. Race#1, Race#2, etc. |
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Vital Status | No | String | No | No |
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Ethnicity | No | String | No | No |
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SSN/NIN | Yes | Integer | No | No | Social Security Number/National Identification Number SSN for US locale NIN for other countries | Should be unique within OS | |
eMPI | Yes | String | No | No | Enterprise Master Patient Index | It should be unique within the system. | |
PMI#1#MRN | Yes | String | No | No | Medical Record Number | Need to be specified if the update should be based on MRN | It should be unique within the Site. |
PMI#1#Site Name | No | String | No | The Site which issued the MRN | It should be an existing site. |
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