This article explains how participants go through the One-Time Password (OTP) verification flow when signing an eConsent form in Castor EDC. This feature adds an extra layer of identity verification to ensure data integrity and regulatory compliance.
Step-by-Step Guide: OTP Flow for eConsent
Participant Opens the eConsent Link
Participants receive an invitation link by email. Upon opening it, they land on the study welcome screen which contains:
Study information (customizable by the site/study team)
The option to continue to the consent form
Entering Contact Information
Participants are asked to:
Add personal details (e.g. First and Last Name)
Confirm that they agree with the Terms of Use
-
Sign up to the platform
Receiving the OTP Code
Once submitted, the system sends a One-Time Password via email.
This step ensures that the signer is uniquely identified.
Verifying the OTP
Participants are prompted to enter the 6-digit OTP they received.
✅ If successful: they proceed to the eConsent form.
❌ If invalid: they receive an error and can retry or request a new code.
Review and Sign the eConsent Form
Once the OTP is verified, participants are presented with the consent document, where they can:
Add the required study information (e.g. Gender)
Read the study information
Sign the form electronically (reauthentication will be required - we send a new code to the email address)
Submit their consent
Confirmation Page
After signing, a confirmation screen is shown. The participant is also sent a copy of the signed consent for their records.
Possible workflows which can be adapted:
Castor eConsent
- Castor eConsent > Participant Consent
- Castor eConsent > Screening Survey > Participant Consent
- Castor eConsent > Participant Consent > CDMS
- Castor eConsent > Screening Survey > Participant Consent > CDMS
Recruitment Landing Pages
- Landing Page > Participant Consent
- Landing Page > Screening Survey > Participant Consent
- Landing Page > Participant Consent > CDMS
- Landing Page > Screening Survey > Participant Consent > CDMS
Site-Based Workflows