StudyFlow Features for Research Participant Management
Everything you need to run the operational side of a study
StudyFlow manages recruitment, screening, consent, assessments, group assignment, and follow-up. Use it on its own, or with App Builder.
Recruit participants with one study link
Give prospective participants one place to learn about your study and join it.
Join page
A study page with a sign-up form for name, email, and optional phone number
Link and QR code
Share one link or QR code on posters, emails, clinic materials, and social media.
Self and manual enrollment
Let participants join on their own, or enroll them yourself from the portal.
Pre- and post-join content
Explain the study purpose, who can take part, next steps, privacy, and contact details.
Email verification
Open the Participant Hub after email confirmation, or straight after joining.
Automatic screening and e-consent
Eligibility is scored as soon as a participant submits, and consent opens only for those who pass.
Eligibility questionnaires
Build screening forms in the Form Library and release them as the first task.
Eligibility outcomes
Route each participant by result: eligible, ineligible or excluded.
Consent after a passing result
The consent form opens only once a participant is eligible.
Automatic scoring
Score each screening form against the criteria you set.
Exclusion messages
Tell ineligible participants what happens next, in your own words.
Consent records
Every signed consent form is stored with the participant record.
Schedule every call, visit, and follow-up
Participants can book their own sessions, and the tasks around each session open at the right moment.
Self-booked sessions
Participants book phone or video calls as a task in their workflow.
Time-based release
Release tasks a set number of days after baseline, booking, or group assignment.
Reminders
Send participants a reminder for any open task.
Session-linked tasks
Open a questionnaire when the call begins, and the researcher checklist alongside it.
Follow-up timing
Schedule 30-day, 3-month, or any follow-up your protocol needs.
Locked until ready
Tasks stay locked, and visible as upcoming, until their release condition is met.
Build a workflow that fits your study
Set up observational and experimental studies with flexible groups, activities, and follow-up schedules.
Observational studies
Manage screening, baseline assessments, and scheduled follow-ups in one workflow.
Participant groups
Assign participants to study groups according to your approved allocation procedure.
Shared follow-up assessments
Bring study groups together for common follow-up assessments.
Experimental studies
Create intervention and control groups, each with its own activities and schedule.
Group-specific activities
Release the right activities to each group at the right time.
Researcher tasks
Keep call checklists, study notes, and compensation records alongside participant activities.
See every participant at a glance
Know where each participant is, what is overdue and what changed.
Participant table
View workflow status and task completion for every participant, from screening and enrolment to follow-up. Easily track participant flow to support CONSORT reporting.
Know when off track
Know when a participant misses a task or a pattern needs attention.
Participant Hub
One place for participants to see and complete their tasks.
Individual trajectories
Open any participant to see every step, task, and status in their journey.
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Detailed audit trail
Every view, change, and deletion is recorded, by participants and researchers.
Incentive records
Track gift cards and payments as researcher tasks.
Your app and your study, in one place
App Builder runs the EMA or intervention.
StudyFlow runs consent, screening, baseline and follow-up.
They are connected: App Builder completion and compliance data flows into StudyFlow automatically, so each participant has one record from enrollment to follow-up.
Integrated, not separate
App Builder completion and compliance data flows into StudyFlow automatically. No exports or manual matching.
One participant record
EMA compliance and lesson completion sit next to consent, screening and follow-up for each participant.
