Review the referral

TABLE OF CONTENTS

• Candidate progress
• Assessment data
• I/E criteria
• Messages
• Details

Now that you have opened the referral in the Honey Platform under "candidate assessment", you are presented with a few tabs of information that should be reviewed.

The tab called "Candidate progress" is the main tab that opens, but there are 4 others.

Candidate progress

This tab lists all actions and updates for this referral along with usernames and timestamps. You can also add comments in this area to remind yourself of conversations, or to share updates with the CRO or Sponsor.

Use this tab to see when the last action was done, especially useful when your site has more than one active Honey Platform user.

Assessment data

Open this area to view the referral's pre-screening responses. There is a section for both the online self-assessment as well as our phone pre-screening inclusive of our notes.

The data on this tab is extremely useful so you don't duplicate previous questions and ask specific questions based on responses.

I/E criteria

This tab will show the inclusion and exclusion criteria for the study protocol. Note: you can select the protocol version in case of amendments.

Some site users like to use this tab to keep track of their conversations with referrals.

Messages

Here you can send and receive messages with the referral. We offer communication in email, SMS, and WhatsApp.

If the referral replies to your message, you will receive an email notification letting you know. 

These emails will come from "hello@app.trialbee.com", so please be on the lookout for these messages. You may want to save this email or add it to your email's whitelist to ensure they are received and get sent to your main inbox.

Details

This section will show you more information about the referral including how they learned about the study, their time zone, and language.

You can also edit details in this area, updating the referral's name or contact information.