eConsent Site User Guide

Platform Login

You can login to the platform through https://app.trialbee.com/

Enter your username and password during setup.

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Add Consentees

• Select the study from the dropdown
• Select “consentees” to add new subjects

• Add a single consentee by clicking the "Add Consentee" button
• Add many consentees at once by clicking the "Import Consentees" button

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Consentee's Details

• Enter the subject’s information into the fields
• Select the role for this person from the dropdown
• Optionally, add recipients – which may be the guardian or assentee
• Once complete, click “Save and close”

Note

You must enter the phone number in the international format
(for example, in the US it is Country Code + Area Code + Prefix + Line Number: +12223334444)

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Viewing the Consentee

• After clicking “Save and close”, the consentee will appear on the list
• The first status will always be “No Form”
• Click the "No Form" to see some additional options
• Click the name to see the individual’s details

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View and Edit the Consentee

• Once you click the Consentee’s name, you will see their detailed information
• Click the different tabs on top to perform additional actions

Tip

If you need to change the Consentee’s information, click the pen icon or the dropdowns

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Add Form to Consentee

Typically, after adding a consentee and their recipients, you will want to send the consent form

• Click the “Consent” tab, and click the "Add Consent Form" button
• A new screen will open – select the form you want to send as well as who you want to send the form to
• Click “Send code in email and SMS” button to officially send the form

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Bulk Actions

If you have a large list of consentees, you can perform certain actions in bulk

• Select the consentees you want by checking the box next to their names
• A blue box will appear, and you can perform bulk actions as you wish

Tip

At the study close, this is the best way to retrieve all signed consent forms

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Form Status & Additional Recipients

Once you have sent a form, you can see the status of the form by clicking the “Consent” tab

• View all activity associated with this individual using the “Activity” tab
• You can edit or add recipients using the “Recipients” tab

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Withdraw, Download, Wet-Sign

On the “Consent” tab, click the three vertical dots (on the right) to:

1. Withdraw the Consent
2. Open the ICF as a PDF
3. Update the subject’s status to “Consented on Paper”

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Recipient Access

The consentee’s status will now be automatically updated to “Pending Signature”

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Form Progression

As the recipients progress through the form, you will see updates in the “Consents” tab

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Messaging

• You may receive messages from the recipients
• Click the “Messages” tab to view them and reply
• You will receive emails letting you know of new messages

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No Countersignature

If no Countersignature is required, the status will update to “Consented” after the subject & all other recipients have signed

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Countersignature

• Once all recipients sign the form the status updates to “Signed”
• You will see countersign in the "Action needed" column
• If your site needs to countersign, you will see a number in the “Counter sign” box as well as the “Action needed” column
• The PI will countersign by opening the details, clicking the “Consent” tab, and signing in the box

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Video Call Option

• Click the “Start Video Call” button (on the bottom left) to start a video call session
• The subject will receive a link and once they click it, you can discuss over video

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