Knowledge Base for Investigators

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Knowledge Base for Patients

What is the Difference Between Adding a Case vs Adding a Patient?

Creating a case assigns your Circle’s protocol to the patient and will send enrollment emails/survey reminders to the patient.  

Creating a patient adds a patient to the patient list, so they receive an invitational email from inCytes™ and can register on the personal patient portal, BUT are not enrolled to the protocol/Circle. They can later be added to a case by the ‘Use an existing patient’ button when creating a case:

PI region pre-setting inherits:
* the Circle PI region setting while creating a case
* the investigator's PI region setting while adding a new patient

You may select another PI region if it’s not restricted by your Circle administrator.

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