What Is Research Participant Management?
Research participant management involves coordinating people’s progress through a study from recruitment and eligibility screening to consent, study activities, and completion. It helps research teams maintain organised records, track milestones, and follow up with participants when action is needed.
Why Manage Research Participants with StudyFlow?
Replace scattered spreadsheets with one shared view of your study. Track each participant’s timeline, see completed and outstanding activities, and help coordinators and research assistants identify what needs attention. Use StudyFlow independently or connect it with Pathverse App Builder for studies that include a participant app.
Keep Your Research Team Aligned
Everyone knows what needs to happen next
Principal Investigator
Sees recruitment, enrollment and retention across the whole study.
Research Coordinator
Builds the workflow and keeps every stage on schedule.
Research Assistants
Works through the participants who need action today.
PARTICIPANT LEVEL
Track Every Participant’s Study Timeline
Open any participant to see where they are in the study, what's been completed and what needs to happen next.
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Every task timestamped: sent, opened, submitted
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Screening results attached to the participant record
STUDY LEVEL
Monitor Recruitment and Study Progress
Understand recruitment, enrollment and study progress without piecing together multiple spreadsheets.
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Every workflow in your study in one view
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Status for each stage and participant
ON ITS OWN OR WITH APP BUILDER
Connect Participant Management with Your Research App
StudyFlow works independently of App Builder. If your study also delivers an app, the two connect so the participant record and the app stay in step.
STUDYFLOW ON ITS OWN
Manage study workflows alongside your existing data collection tools
Run recruitment, screening, consent, visits and follow-up for in-person, lab or survey studies. Keep collecting data the way you already do.
APP BUILDER ON ITS OWN
A participant app without StudyFlow
Deliver EMA, interventions, collect wearable data and deploy cognitive tests in a no-code mobile app, managed from App Builder.
BETTER TOGETHER
One study, from enrollment to app
Screen and consent participants in StudyFlow, then give them access to your app. App activity shows up in the same participant record your team already tracks.
Use Case: Managing Research Participants with StudyFlow
University of Victoria
Purpose
Evaluate the effects of the KnowAlcohol tracker on drinking and lifestyle behaviours.
Design
14-day EMA study with baseline and follow-up surveys.
StudyFlow’s role
Manage baseline and follow-up surveys and track participant progress.
App Builder’s role
Implement and collect EMA responses over 14 days.