Subject Transfer Between Study Sites with Comprehensive Data Tracking

This feature introduces the ability to transfer subjects between sites within the same study, ensuring seamless tracking of subject details and visit histories while maintaining data integrity across sites.

What’s New:

• Subject Transfer: Users with the appropriate permissions can transfer subjects from one study site to another, transferring key data such as subject details, status history, and visit history.
• Data Integrity: Subject-related activities, ICFs, and visit schedules will not be transferred, ensuring a clear distinction between sites.
• Visual Identification & Quick Links: Transferred subjects are visually identified, with references and quick links to both the original and new sites available on the Subject Details page and Subject Quick View.
• Status Handling: Subject statuses ‘Transferred In’ and ‘Transferred Out’ will be automatically set when the subject transfer action is performed. The system ensures the subject's data from the originating site is locked and cannot be edited post-transfer. However, Super Admins can unlock the original site data if necessary.
• Status Counting & Enrollment Summary: Statuses achieved at each site are only counted for that site’s enrollment metrics, preventing duplication in summary numbers.
• Transfer Notifications: Clear notifications are displayed during transfers, alerting users to the data being transferred and ensuring users understand which data can be viewed but not edited.
• Filtering & Subject Management: Users can filter subjects by ‘Transferred In’ and ‘Transferred Out’ statuses to better manage tracked subjects.
• Status Messaging: When adding a duplicate status (a status previously recorded before the transfer – historical status), the system warns users of potential double counting before they finalize the action.

Business Value: This feature allows studies to seamlessly transfer subjects between sites without losing valuable data, ensuring continuity in subject tracking even when participants move locations. By maintaining the integrity of subject statuses and visits, while offering clarity on editable and non-editable data, this enhancement helps prevent data duplication and ensures accurate reporting of study metrics across multiple sites.