User Interface

Study and Status Selection

1. Studies you have access to
2. Referrals that have not been consented, randomized, or rejected
3. Referrals that have been consented or randomized
4. Referrals that have been rejected

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Referral Selection

Select a candidate from the list, search by name or ID number

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Phone Calls, Video Calls, Status Updates

1. Use this number & the code to call the candidate
2. Candidate contact preferences
3. Click to send a link to the candidate for a video call
4. Add a reminder for yourself to contact the candidate
5. Add an appointment for the candidate - an alert will be sent out to the candidate in advance of the date/time
6. Update the status

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Screening Data

Click “self-assessment summary” to see the referral’s web assessment responses

View the questions and notes from Trialbee’s nurse screening

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Messages

Review prior email & SMS messages​

Select email or SMS, enter content & click “send” to send the candidate new messages​

You will receive an alert when a referral replies to your message

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Comments

The comments are for internal use to keep track of candidates. Candidates do not see these comments, but administrators as well as other users at your site can see them.​

Examples of comments include details about candidate contact attempts or status

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Activity and Contact Info

Review actions per candidate by selecting “activity”

Use “contact info” as another location to find the proxy number and code

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Additional Support

We are here to help. In case of any problem or suggestion, please do not hesitate to contact us by clicking the Help button at the bottom-right side of this page.

You can alternatively email us at support@trialbee.com

We look forward to working with you!

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