Screen a Subject and Enroll a Subject (Button) in Mentor RTSM

Based on your RTSM configuration, you Screen (and Enroll) Subjects from the Dashboard OR on the Subjects screen.

• From the Dashboard, click the Screen New Subject button (or Enroll New Subject button), located in the dashboard header after you select a Site.
  OR
• From the Subject screen, click the + Add button, located above the grid.

• The Confirm Subject Visit Date dialog box displays.
• Options may vary, based on your Study configuration.
• To select a date, click in the Visit Date field or click on and use the calendar to make your selection.
• Optionally, click the Today button to populate the field with the current date.
• Click the Next button to continue.




• The Collect Subject Data dialog box displays.
• Populate required* and optional fields in the Collect Subject Data dialog box.
• The content that displays in this dialog box is based on the configuration for your study.
• Click the Next button to continue.




• Review the information that displays in the Confirm Collected Data dialog box.
• Click the Next button to complete the process.
• Optionally, click the Back button to return to the previous screen and make changes.




• A Screen Confirmation dialog box may display.
• Click the OK button to complete the process and screen the new subject.