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Table of Contents

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Sample CSV

Download

Data Dictionary

Column Name

PHI field?

Datatype

Mandatory?

(Create)

Mandatory?

(Update)

Description

Permissible Values

Validations

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

  • Active

  • Disabled

Should be

'

Active' while registering

Disabled' status cannot be used when registering/creating 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

  • DRAFT

  • COMPLETE

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


  • Female

  • Male Gender

  • Unknown

  • Undifferentiated


Race#1

No

String

No

No

Add an extra column for the Participant with multiple races. E.g.

Race#1, Race#2, etc.

  • American Indian or Alaska Native

  • Asian

  • Black or African American

  • Native Hawaiian or other Pacific Islander

  • Not Reported

  • Unknown

  • White


Vital Status

No

String

No

No


  • Alive

  • Dead

  • Unknown

  • Unspecified


Ethnicity

No

String

No

No


  • Hispanic or Latino

  • Not Hispanic or Latino

  • Not Reported

  • Unknown


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.

Custom fields update

OpenSpecimen allows adding custom fields to the main participant page using the 'Forms' feature and attaching the form at the 'Registration Custom Fields' level. Refer to 'Custom Forms' for more details on adding these fields. Once these fields are added, the participant bulk import template gets automatically updated with these fields. To update the values for such custom fields for specific participants, follow below steps:

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