> ## 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.

# Sites & Partners

> Manage research sites and service providers in your study

Sites are the research locations where participants are enrolled and data is collected. Carelane supports flexible site onboarding through self-registration or manual setup.

## Sites Overview

<CardGroup cols={2}>
  <Card title="Site Registration" icon="clipboard-check" href="/sites-partners/site-registration">
    Self-registration process with capability and feasibility.
  </Card>

  <Card title="Site Setup" icon="gear" href="/sites-partners/site-setup">
    Configure sites manually or complete setup after registration.
  </Card>

  <Card title="Site Team" icon="users" href="/sites-partners/site-team">
    Manage site personnel and roles.
  </Card>

  <Card title="Site Pathway" icon="route" href="/sites-partners/site-pathway">
    Onboarding workflows and site-level tasks.
  </Card>

  <Card title="Site Tasks" icon="list-check" href="/sites-partners/site-tasks">
    Study-to-site task management with SLAs, required documents, and audit trail.
  </Card>

  <Card title="Service Providers" icon="truck-medical" href="/sites-partners/service-providers">
    Configure central laboratories and other providers.
  </Card>
</CardGroup>

## Site Status Lifecycle

Sites progress through defined states:

| Status            | Description                                     |
| ----------------- | ----------------------------------------------- |
| **Pending**       | Site is registered but not yet approved         |
| **Active**        | Site is approved and setting up                 |
| **Enrolling**     | Site is actively enrolling participants         |
| **None Enrolled** | Site is active but has no enrolled participants |
| **Rejected**      | Site registration was rejected                  |
| **Deactivated**   | Site is no longer participating                 |

## Site Onboarding Methods

### Self-Registration

Sites discover and register for your study independently:

1. Study team enables self-registration with a PIN code
2. Sites access the registration page and enter the PIN
3. Sites complete capability/feasibility surveys
4. Study team reviews and approves or rejects
5. Approved sites proceed with onboarding workflows

<Tip>
  Self-registration is ideal for multi-site studies where you want to assess site capabilities before commitment.
</Tip>

### Manual Registration

Study team creates sites directly:

1. Study team adds site with basic information
2. Site personnel are invited directly
3. Onboarding workflows are assigned as needed

Manual registration is faster but skips capability assessment.

## Site Information

Each site record includes:

| Category       | Information                                |
| -------------- | ------------------------------------------ |
| **Identity**   | Name, identifier, location                 |
| **Contacts**   | Official, shipping, and personnel contacts |
| **Capability** | Facilities, equipment, experience          |
| **Team**       | Site personnel and their roles             |
| **Metrics**    | Enrollment counts, data quality metrics    |

## Working with Sites

### Viewing Sites

Access site lists from Study > Sites. Filter by:

* Status (active, enrolling, pending)
* Location
* Enrollment metrics

### Site Details

Click a site to view:

* Overview and status
* Team members
* Enrolled participants
* Assigned workflows
* Data quality metrics

## Service Providers

External organizations providing centralized services:

* Central laboratories
* Imaging core facilities
* Other specialized services

Sites select from available service providers during setup. See [Service Providers](/sites-partners/service-providers) for details.

## Best Practices

<AccordionGroup>
  <Accordion title="Clear Selection Criteria">
    Define site selection criteria before recruitment to ensure consistent evaluation.
  </Accordion>

  <Accordion title="Structured Onboarding">
    Use onboarding workflows to ensure sites complete all required setup steps.
  </Accordion>

  <Accordion title="Regular Monitoring">
    Monitor site metrics to identify sites that may need additional support.
  </Accordion>
</AccordionGroup>