---
title: Participant Profile Card Overview
description: The Participant Profile Card in Ripple provides a centralized view of all relevant participant information. This article offers a section-by-section overview of the Profile Card and highlights recent updates, including the new location for the Survey a Participant feature.
---

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2. [Participants](https://support.enrollnow.io/en/knowledge-base/participants?hsLang=en)
3. [Potential/Enrolled](https://support.enrollnow.io/en/knowledge-base/participants?hsLang=en#potential-enrolled)

July 20, 2026

# Participant Profile Card Overview

The Participant Profile Card in EnrollNow provides a centralized view of a participant’s information, study activity, communications, forms, events, and related records accessed through Potential/Enrolled Dashboard or the Registry.

This article provides a section-by-section overview of the Participant Profile Card and explains how to adjust its display. It also includes the updated location of the **Survey a Participant** feature.

### Display Option for Participant Profile Card

EnrollNow offers a layout enhancement that gives you more flexibility when working with the **Participant Profile Card**. You can adjust the display to a **wider view** or switch to a **full-screen view**, depending on your needs.

#### **How It Works**

- **Adjusting Width Manually**
  
    - Hover over the **center bar** between the participant profile card and the status list. Drag the bar left or right to expand or contract the profile card.
- **Switching to Full-Screen View**

![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Sep-04-2025-06-44-59-0715-PM.png?width=302&height=76&name=image-png-Sep-04-2025-06-44-59-0715-PM.png)

- - This expands the profile card to full-screen mode for maximum visibility.
    - Click the arrows again to return to the shared view.

#### **User-Specific Setting**

Any adjustments you make to the display—whether resizing the card or switching to full-screen—will apply only to **your personal view**. These changes will not affect how other EnrollNow users see their Participant Profile Cards.

### Sections of the Profile Card

#### **Header Information**

**![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-05-24-24-8282-PM.png?width=670&height=79&name=image-png-Jul-20-2026-05-24-24-8282-PM.png)**

Located at the top of the Profile Card, this section displays the participant’s full name and provides shortcuts, including:

- The **diagonal arrows icon** expands Participant Profile to full screen or minimize to half screen.

- A **green "+" icon** to launch a survey for the participant 
  
   
  
  Clicking this icon allows you to:
  
    - Select from available study surveys
    - Launch the survey in real-time
    - Auto-populate participant data into survey fields

- A **trash can icon** to remove the participant from a study (note: this does *not* delete them from the Registry).
- Quick navigation hyperlinks to various sections of the Profile Card.

#### **General Section**

**![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-05-29-08-7096-PM.png?width=670&height=442&name=image-png-Jul-20-2026-05-29-08-7096-PM.png)**

This section includes key identifiers and study-specific tracking fields:

- **Custom ID:** Site-specific identifier for a participant (optional).
- **Family ID:** Used to link related participants (optional).
- **Global ID:** System-assigned, permanent identifier.
- **Timezone:** Timezone of the participant.
- **Added to Study:** Date when the participant was linked to the current study.
- **Date Created:** Timestamp when the profile was initially created.
- **Status:** The participant’s current study status (e.g., Potential, Enrolled).
- **Tags:** Custom labels to group or identify participants.
- **Contact for Future Studies:** Checkbox if participant expressed interest.
- **Signed Consent Form:** Indicates whether consent documentation is on file.
- **Study Date of Last Contact:** Last contact date within this study.
- **Global Date of Last Contact:** Last contact date across all studies.
- **Move to:** Allows user to change status (e.g., Enrolled to Potential).

#### **Comment Tab**

**![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-05-48-14-9133-PM.png?width=626&height=192&name=image-png-Jul-20-2026-05-48-14-9133-PM.png)**

The Comments tab provides a space for authorized study team members to document internal notes, updates, and observations related to the participant.

- #### **Pinning a Comment**
  
    - A comment can be pinned so that it remains visible at the top of the comment list.
    - Pinned comments can be helpful for highlighting important information that team members should see when reviewing the participant’s profile.
- #### **Marking a Comment as Global**
  
    - Selecting the **Global** option makes the comment visible within every study associated with the participant.
    - Use Global comments only when the information is appropriate and relevant across studies.

Use this section to streamline communication across study staff and ensure continuity in participant tracking and engagement.

**Caution:** Avoid marking sensitive, confidential, or study-specific information as Global. A Global comment may be visible to users in other studies associated with the participant.

#### **Email Tab**

**![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-05-53-22-9469-PM.png?width=588&height=222&name=image-png-Jul-20-2026-05-53-22-9469-PM.png)**

Displays a history of email communications sent to the participant, along with date sent, time and any attachments if included.

#### **Text Tab**

**![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-05-55-31-1288-PM.png?width=591&height=209&name=image-png-Jul-20-2026-05-55-31-1288-PM.png)**

Similar to the Email tab, this logs text messages sent via EnrollNow’s integrated messaging system. It includes message content, date sent and time.

#### **Contact Tab**

Stores all contact attempts made by the research team (e.g., calls, voicemails). Users can log contact attempts and outcomes for tracking outreach efforts.

**![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-05-58-55-4951-PM.png?width=595&height=354&name=image-png-Jul-20-2026-05-58-55-4951-PM.png)**

#### **Consent Tab**

Shows any consent forms associated with the participant. This includes uploaded files or digitally captured consents and the date/time each was obtained.

**![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-06-02-14-4845-PM.png?width=576&height=320&name=image-png-Jul-20-2026-06-02-14-4845-PM.png)**

![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-06-01-43-0290-PM.png?width=470&height=418&name=image-png-Jul-20-2026-06-01-43-0290-PM.png)

#### **Forms Tab**

Contains forms associated with the participant, including internal or external surveys. You can view, download, or update documentation here.  Provides a complete record of all surveys sent to or completed by the participant. Each entry includes:

- Survey name
- Date/Time Submitted
- Submitted by

#### ![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-06-03-28-0532-PM.png?width=622&height=151&name=image-png-Jul-20-2026-06-03-28-0532-PM.png) **Events Section**

Tracks all study-related events, such as scheduled visits, phone calls, or follow-ups. Users can:

- View event outcomes
- Mark events as completed
- Add or edit events as needed

![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-06-06-47-4735-PM.png?width=670&height=166&name=image-png-Jul-20-2026-06-06-47-4735-PM.png)

#### **Tasks Section**

Displays assigned tasks for the participant, such as reminders or follow-up actions. Tasks can be marked as completed or updated by team members.

**![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-06-09-25-6200-PM.png?width=670&height=88&name=image-png-Jul-20-2026-06-09-25-6200-PM.png)**

#### **Contact Information**

Lists the participant's preferred communication methods and contact details, including:

- Phone numbers (mobile, home, work)
- Email addresses
- Mailing address
- Preferred language or method of contact

![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-06-10-59-0812-PM.png?width=670&height=128&name=image-png-Jul-20-2026-06-10-59-0812-PM.png)

#### **Demographics Section**

Captures demographic data such as:

- Age (at the time of study)
- Sex/Gender
- Ethnicity
- Race
- Birthday
- Current Age (auto-calculated)

![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-06-11-56-2462-PM.png?width=593&height=193&name=image-png-Jul-20-2026-06-11-56-2462-PM.png)

#### **Custom Variables**

The Custom Variables section displays additional data fields configured by the institution or study team. Custom Variables may be Global or Study-Specific. 

Examples of information captured through Custom Variables include:

- Eligibility indicators
- Risk factors
- Assessment scores
- Medical or research history
- Recruitment information
- Study-specific tracking data

The visibility and availability of Custom Variables depend on the study configuration and the user’s permissions.

![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-06-16-02-2772-PM.png?width=535&height=308&name=image-png-Jul-20-2026-06-16-02-2772-PM.png)

#### **Recruitment Section**

The Recruitment section records information about how the participant was identified or recruited.

Fields may include:

- **Strategy -** The broader recruitment method, such as advertising, community outreach, or clinical recruitment.
- **Source -** The specific source through which the participant learned about the study, such as a website, flyer, social media advertisement, or clinic referral.
- **Site -** The study or recruitment location associated with the participant. This field may be especially useful for multi-site studies.

![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jun-17-2025-03-54-14-2083-PM.png?width=670&height=176&name=image-png-Jun-17-2025-03-54-14-2083-PM.png)

#### **Family Info**

The Family Information section displays participant profiles associated through a shared Family ID.

This feature may be helpful for studies involving:

- Family members
- Parent and child participants
- Caregivers
- Household members
- Related participant groups

When participant profiles use the same Family ID, related family members may appear automatically in this section. Users can select a related participant to navigate to that person’s Profile Card.

**NOTE:**  The +Import Family Contacts button will only appear if there is more than one participant using the same Family Id number.

![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jul-20-2026-06-25-08-8855-PM.png?width=670&height=200&name=image-png-Jul-20-2026-06-25-08-8855-PM.png)

#### **Additional Tips**

- **MOBILE DEVICES:**  On a mobile device, you won’t be able to drag or resize the participant profile card manually. However, you *can* expand the profile card to fill the entire screen by tapping the **arrow expander** icon within the profile card. This allows for easier viewing and navigation on smaller screens.
- Review participant contact and status information regularly to ensure data accuracy.
- Use tags to help prioritize or categorize participants.
- Before adding a new participant, search the Registry to avoid duplicate profiles.
- Leverage custom variables to collect and track study-specific data efficiently.

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