Participant Profile Card Overview

The Participant Profile Card in Ripple provides a centralized view of all relevant participant information. This article offers a section-by-section overview of the Participant Profile Card and highlights recent updates, including the new location for the Survey a Participant feature.

 

Overview

The Participant Profile Card is a powerful tool that consolidates key information about a participant in one easily navigable interface. Accessible from either the Registry or the Potential Participants or Enrolled Participants pages within a study, the Profile Card allows users to quickly view and edit participant data, track participation, manage communication, and collect information via surveys.

Sections of the Profile Card

Header Information

Located at the top of the Profile Card, this section displays the participant’s full name and provides shortcuts, including:

• A green "+" icon to launch a survey for the participant (see Survey a Participant section below).

• A trash can icon to remove the participant from a study (note: this does not delete them from the Registry).

• Quick navigation hyperlinks to various sections of the Profile Card.

General Section

This section includes key identifiers and study-specific tracking fields:

• Custom ID: Optional site-specific identifier.

• Family ID: Used to link related participants.

• Global ID: System-assigned, permanent identifier.

• Date Added to Study: When the participant was linked to the current study.

• Date Created: Timestamp when the profile was initially created.

• Status: The participant’s current study status (e.g., Potential, Enrolled).

• Tags: Custom labels to group or identify participants.

• Contact for Future Studies: Checkbox for long-term follow-up eligibility.

• Signed Consent Form: Indicates whether consent documentation is on file.

• Study Date of Last Contact: Last contact date within this study.

• Global Date of Last Contact: Last contact date across all studies.

• Move to: Allows user to change status (e.g., Enrolled to Potential).

Comment Tab

The Comments tab provides a dedicated space for team communication and documentation. Here, users can add internal notes, updates, or observations related to a participant’s activity or status.

Key features include:

• Pin a Comment: You can pin a comment so it remains visible at the top of the list. This is helpful for surfacing important notes that all team members should see at a glance.

• Mark as Global: Selecting the “Global” option allows the comment to appear across all studies the participant is associated with—not just the current one. This is useful for sharing relevant participant information across teams.

Caution: Avoid marking sensitive or study-specific information as global, as global comments are visible to all users in any study the participant is linked to.

Use this section to streamline communication across study staff and ensure continuity in participant tracking and engagement.

 

Email Tab

Displays a history of email communications sent to the participant, along with date sent, time and any attachments if included.

Text Tab

Similar to the Email tab, this logs text messages sent via Ripple’s integrated messaging system. It includes message content, date sent and time.

Contact Tab

Stores all contact attempts made by the research team (e.g., calls, voicemails). Users can log contact attempts and outcomes for tracking outreach efforts.

Consent Tab

Shows any consent forms associated with the participant. This includes uploaded files or digitally captured consents and the date/time each was obtained.

Forms Tab

Contains forms associated with the participant, including internal or external surveys. You can view, download, or update documentation here.  Provides a complete record of all surveys sent to or completed by the participant. Each entry includes:

• Survey name

• Delivery date

• Completion status

• Last updated timestamp

Events Section 

Tracks all study-related events, such as scheduled visits, phone calls, or follow-ups. Users can:

• View event outcomes

• Mark events as completed

• Add or edit events as needed

Tasks Section

Displays assigned tasks for the participant, such as reminders or follow-up actions. Tasks can be marked as completed or updated by team members.

Contact Information

Lists the participant's preferred communication methods and contact details, including:

• Phone numbers (mobile, home, work)

• Email addresses

• Mailing address

• Preferred language or method of contact

Demographics Section

Captures demographic data such as:

• Age (at the time of study)
• Sex/Gender
• Ethnicity
• Race

• Birthday

• Current Age (auto-calculated)

• Current Age (auto-calculated) 

Custom Variables

Displays custom variable fields created by your lab tied to either the Registry (global) or a study-specific. These are commonly populated via surveys, forms, or manual entry, and can include:

• Risk factors

• Eligibility indicators

• Assessment scores

Recruitment Section

Includes:

• Strategy: Recruitment channel used (e.g., community outreach, advertising).

• Source: Specific origin (e.g., website form, clinic referral).

• Site: Where the participant was recruited (useful for multisite studies).

Fields can be updated manually or populated through surveys.

Family Info
If the participant is part of a family unit, this section will show related profiles and allow easy navigation between family members. This is helpful for studies involving households or caregivers. Information populates additional family members automatically if all members utilize the Family ID.

Additional Tips

• MOBILE DEVICES:  On a mobile device, you won’t be able to drag or resize the participant profile card manually. However, you can expand the profile card to fill the entire screen by tapping the arrow expander icon within the profile card. This allows for easier viewing and navigation on smaller screens.

• Review participant contact and status information regularly to ensure data accuracy.

• Use tags to help prioritize or categorize participants.

• Before adding a new participant, search the Registry to avoid duplicate profiles.

• Leverage custom variables to collect and track study-specific data efficiently.