What are Service Providers?
Service providers:- Operate independently from individual sites
- Provide services to multiple sites
- Enter data that appears on site participant records
- Have their own team with specific roles
Common Service Provider Types
Enabling Service Providers
1
Navigate to Study Settings
Go to Study Settings > Service Providers.
2
Enable Feature
Toggle service providers to enabled.
3
Configure Options
Set whether sites can edit their provider selection.
Adding Service Providers
1
Add Provider
In Study Settings > Service Providers, click “Add Service Provider”.
2
Enter Details
Provide:
- Organization name
- Contact information
- Service type (e.g., Central Laboratory)
3
Configure Services
Define what services this provider offers.
4
Invite Team
Invite Laboratory Lead and assistants.
Service Provider Roles
See Service Provider Roles for details.
Site Selection
Sites select service providers during setup:- During onboarding, sites view available providers
- Sites select their preferred provider
- Provider gains access to that site’s participant data
- Provider can enter results for that site
Changing Provider Selection
Changing Provider Selection
If enabled in study settings, sites can change their service provider selection after initial setup. This may require data migration coordination.
Data Flow
Data Entry by Providers
Providers enter data that:- Associates with the originating participant
- Is visible to the site team
- Follows the same data quality workflow
- Appears in participant data exports
Provider Workflows
Assign workflows to service providers:- Sample processing procedures
- Result entry protocols
- Quality control checklists
Coordination
Communication
Establish communication channels between:- Study team and provider
- Sites and provider
Turnaround Times
Define expected turnaround times for:- Sample processing
- Result availability
- Query resolution
Issue Resolution
Create procedures for handling:- Missing or damaged samples
- Result discrepancies
- Equipment issues
Monitoring Provider Performance
Track provider metrics:Best Practices
Clear Service Agreements
Clear Service Agreements
Document service expectations, turnaround times, and responsibilities.
Training
Training
Ensure provider staff are trained on study-specific requirements.
Regular Communication
Regular Communication
Schedule regular check-ins between study team and providers.
Sample Tracking
Sample Tracking
Implement clear sample tracking procedures from site to provider.
Related
Service Provider Roles
Role definitions for provider teams.
Site Setup
Configure sites to use providers.