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Replacing A Contact Across Protocols

How to replace a protocol contact across multiple protocols.

The Address Book “Manage Protocol and Account Contacts” functionality allows users to update contacts across studies and billing accounts. When a contact is replaced with this pathway, they are inactivated across all active protocols where the contact record has been added as a Protocol Contact, and the new contact is added with the same role.

Note - If the contact is an Authorized Prescriber on one protocol and a Co-Investigator on another, the replacing contact will assume the same role.

  1. Navigate to the Address Book on the Vestigo home screen
  2. Enter the First Name or Last Name of the contact and click Search
  3. Click Manage Protocol and Account Contacts
  4. Click Replace All
  5. Enter the First Name or Last Name of the contact and click Search
  6. Click Select on the correct record
  7. Users will need to click Confirm to confirm the replacements