Update the referral

Modified on Mon, 14 Jul at 9:51 PM

Sponsors, CROs and Trialbee will be looking forward to your referral updates. There are a few ways to share updates including status changes, reminders, and comments.


TABLE OF CONTENTS


Statuses

In the Honey Platform, there are statuses showing progression which are available after clicking the referral and shown on the "candidate progress" tab. If you click one accidentally, you can re-click it to undo.


Reminders

There is also a reminder option on the black oval bar at the bottom of the screen after selecting a referral. This reminder should be added when you plan to make a call in the future to the candidate.


Comments

Add comments to help us understand your progress with the referral, remember conversations, and/or let colleagues at your site know what's been happening so far.


Disqualification

At the bottom of the screen there is a black oval bar with a red button. Select the red "disqualify" button should be selected any time a referral is no longer going to be pursued by your site, examples include ineligibility, unresponsive, and no longer interested.



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Related articles

Honey's candidate status definitions


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