> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carelane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Participant Portal

> Self-service registration portal for potential participants

The Participant Portal enables potential participants to express interest and register for your study through a self-service interface.

## What is the Participant Portal?

A registration system that allows:

* Self-registration by potential participants
* Basic information collection
* Screening question responses
* Interest capture for site follow-up

## Enabling the Participant Portal

<Steps>
  <Step title="Navigate to Settings">
    Go to Study Settings > Public Features.
  </Step>

  <Step title="Enable Portal">
    Toggle "Participant Registration Portal" to enabled.
  </Step>

  <Step title="Configure Form">
    Set up what information to collect.
  </Step>

  <Step title="Publish">
    Make the portal live.
  </Step>
</Steps>

## Registration Flow

From the participant's perspective:

<Steps>
  <Step title="Access Portal">
    Participant finds portal through Public Hub or direct link.
  </Step>

  <Step title="View Information">
    Participant reviews study information.
  </Step>

  <Step title="Complete Form">
    Participant provides contact and screening information.
  </Step>

  <Step title="Submit">
    Registration is submitted.
  </Step>

  <Step title="Confirmation">
    Participant receives confirmation.
  </Step>
</Steps>

## Collected Information

### Standard Fields

| Field        | Purpose        |
| ------------ | -------------- |
| **Name**     | Identification |
| **Email**    | Contact method |
| **Phone**    | Contact method |
| **Location** | Site matching  |

### Screening Questions

Add custom questions:

* Basic eligibility questions
* Interest confirmations
* Preference information

<Note>
  Screening questions should be simple. Detailed eligibility is confirmed by site staff.
</Note>

## Configuring the Form

<Steps>
  <Step title="Open Configuration">
    Navigate to Participant Portal settings.
  </Step>

  <Step title="Set Required Fields">
    Choose which fields are mandatory.
  </Step>

  <Step title="Add Questions">
    Include any screening questions.
  </Step>

  <Step title="Set Confirmation">
    Configure the confirmation message.
  </Step>
</Steps>

## Registration Management

### Viewing Registrations

Study team and sites can view registrations:

| View                   | Access       |
| ---------------------- | ------------ |
| **All Registrations**  | Study team   |
| **Site Registrations** | Matched site |

### Registration Status

| Status             | Meaning                     |
| ------------------ | --------------------------- |
| **New**            | Not yet reviewed            |
| **Contacted**      | Site has reached out        |
| **Converted**      | Became enrolled participant |
| **Not Qualified**  | Did not meet criteria       |
| **Not Interested** | Declined to proceed         |

### Processing Registrations

<Steps>
  <Step title="Review Registration">
    Examine the submitted information.
  </Step>

  <Step title="Match to Site">
    Identify appropriate site based on location.
  </Step>

  <Step title="Contact">
    Site contacts the registrant.
  </Step>

  <Step title="Update Status">
    Record the outcome.
  </Step>
</Steps>

## Site Matching

Match registrants to sites by:

| Method         | How It Works         |
| -------------- | -------------------- |
| **Location**   | Geographic proximity |
| **Manual**     | Study team assigns   |
| **Preference** | Registrant selects   |

## Notifications

Configure notifications for:

| Event                | Recipients            |
| -------------------- | --------------------- |
| **New Registration** | Site team, study team |
| **Confirmation**     | Registrant            |

## Privacy Considerations

Registration data handling:

| Aspect        | Approach                       |
| ------------- | ------------------------------ |
| **Storage**   | Secure, compliant storage      |
| **Access**    | Restricted to authorized users |
| **Retention** | Per data governance policies   |

<Warning>
  Registration data is personal information. Handle according to privacy regulations and your policies.
</Warning>

## Best Practices

<AccordionGroup>
  <Accordion title="Simple Form">
    Keep the registration form short and simple.
  </Accordion>

  <Accordion title="Clear Expectations">
    Explain what happens after registration.
  </Accordion>

  <Accordion title="Prompt Follow-up">
    Contact registrants quickly to maintain interest.
  </Accordion>

  <Accordion title="Track Conversion">
    Monitor how many registrations convert to enrollments.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Public Hub" icon="globe" href="/public-features/public-hub">
    Public study information.
  </Card>

  <Card title="Enrollment" icon="user-plus" href="/participants/enrollment">
    Converting registrations to participants.
  </Card>
</CardGroup>