In order for a patient to be enrolled in a study, that patient must already be registered in the cancer group that study belongs to. See Adding a Patient for instructions on how to do this. In order to perform this task, your session purpose must be Research/Study for the study you are enrolling the patient in. If you need to change your session purpose, see Changing the Session Purpose for instructions.

To enroll a patient in a study:

1. Open the Edit Study window for the study in question. See Editing a Study for instructions on how to do this.

2. Make sure the Study Enrollments tab is selected on the window.

If the Study Enrollments tab does not appear in the Edit Study window, you do not have the appropriate security permissions to work with patient enrollment in the current study. You must have been assigned a Coordinator security roll with respect to the current study in order to access the Study Enrollments tab.

3. Click on the + button above the grid on the Study Enrollments tab. Show me the grid. Show me the button. The Locate Patient for Study Enrollment window will open.

4. Enter search criteria for the patient (such as the patient's MRN) into the fields in the top half of the window. See The Locate Patient for Study Enrollment Window for a description of these search criteria fields.

5. Click on the Search button next to the search criteria fields. Show me the Search button. The grid in the lower half of the window will be populated with a list of patients that match the search criteria entered.

To close the Locate Patient for Study Enrollment window without enrolling a patient in the study, click the Close button on the bottom right side of the window.

6. Double-click on the patient in the results grid that you want to enroll in the study. The patient will be added to the study and the Enter Study Enrollment Data, Consents and Consent Forms window for the enrollment will open so that you can add consents and other details of the patient's enrollment.

If the patient you want to enroll does not show up in the results grid even though your search criteria is correct, the patient may not be registered in the cancer group. See Adding a Patient for information on how to correct this.

7. Add at least one consent to the patient's enrollment. Since a patient cannot be enrolled in a study until they have consented to be a part of that study, the enrollment will be incomplete until at least one consent has been recorded. See Recording a Patient Consent for instructions on how to do this.

8. Enter any additional information about the patient's enrollment in the study on the window. This is the same as if you were editing the patient's enrollment. See Viewing/Editing a Patient's Enrollment in a Study and The Enter Study Enrollment Data, Consents and Consent Forms Window.

9. Click on the Finish button to save the enrollment information you have entered. The Enter Study Enrollment Data, Consents and Consent Forms window will close.

To close the Enter Study Enrollment Data, Consents and Consent Forms window without saving any additional information about the enrollment, click the Cancel button instead of the Finish button. The patient will already have been added to the study; however, if you have not added and saved any consents to the enrollment record, this enrollment will be incomplete until a consent is added.

The Locate Patient for Study Enrollment window will remain open after you have finished enrolling this patient. This will allow you to enroll additional patients if you have multiple patients to enroll. To enroll additional patients, once you have finished the current patient's enrollment, start again at step 4 above. Once you have finished with all of the patients you need to enroll in the study, click the Close button to close the window.