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Pre-Screening & eConsent

# Application
Last updated: 04/14/2026

Business definition of Pre-Screening and eConsent — participant intake and digital informed consent.

What it is

The Pre-Screening and eConsent app supports participant intake and informed consent in one workflow. Study teams configure screening logic, publish consent forms, invite participants, and track consent status before or alongside main study enrollment.

Who uses it

RoleTypical use
Study AdministratorConfigure screening codes, consent forms, and invitation rules
CRC / Site staffScreen participants and manage consent invitations
ParticipantReview and sign e-consent documents (web or mobile)
InvestigatorApprove or witness consent where required by protocol

Key capabilities

  • Configurable screening ID generation (prefix, separator, digit count)
  • Digital consent form publishing with multi-language support
  • Participant invitation and consent status tracking
  • Optional CRF data collection during screening
  • Re-consent workflow — issue updated consent forms when protocols change
  • Remote consent — participants can sign electronically from any device
  • Full audit trail — every consent action recorded with timestamps and signatures
  • Multi-language forms — publish the same ICF in multiple languages
StatusMeaningNext Action
(none)No invitation sentSend invitation
InvitedEmail invitation sent to participantParticipant reviews and signs
ConsentedConsent form signed and submittedParticipant can be enrolled
WithdrawnParticipant withdrew consentDocument withdrawal reason
Re-consentedNew consent version signedUpdated consent on file

When a protocol amendment requires updated informed consent:

  1. Study Admin publishes new consent form version
  2. Previously consented participants are flagged for re-consent
  3. New invitation is sent with the updated form
  4. Participant reviews and signs the new version
  5. Both old and new consent versions are retained in audit trail

Participants can complete eConsent remotely without visiting the site:

  • Receive invitation via email
  • Review ICF on any web browser or mobile device
  • Sign electronically using mouse, touch, or stylus input
  • CRC/site staff can assist via phone/video while participant signs remotely

Audit Trail

Every consent action is recorded:

  • Invitation sent — when, by whom, to which email
  • Consent viewed — timestamp of form access
  • Consent signed — signature image, date, IP address
  • Consent withdrawn — date, reason, user
  • Re-consent — old version archived, new version linked