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5. Schedule Visit

5. Schedule Visit

Owned by Thao Ngo Thi (Unlicensed)
Last updated: Jan 15, 2018

Five Options to Schedule a Visit

Option 1: Schedule a Visit after enrolling a Subject 

When enrolling subject, click on Save and Assign Study for Subject


The system then switches to the Enter Data screen to schedule a Visit for this enrolled Subject

  • Subject ID: Subject ID is automatically loaded from previous step 
  • Study Visit Definition: you can select any Visit
  • Start Date/Time: date/time to start the selected Visit
  • End Date/Time: date/time to end this Visit
  • You can schedule multiple Visits for a Subject at the same time
  • A Visit can have multiple occurrences if the Visit has a Repeat type


You can enter data for the CRF after pressing on Proceed to Enter Data

Option 2: Schedule a Visit from the Subject Matrix

Click on a visit which has the Not Started status in the Subject Matrix, the system then navigates to the Enter Data screen where you can schedule a Visit
 

At the schedule screen, we have: 

  • Subject ID: Subject is selected previously from the Subject Matrix, which cannot be changed
  • Study Visit Definition: the Visit is selected previously from Subject Matrix, but you can select another
  • Start Date/Time: date and time to start the selected Visit
  • End Date/Time: date/time to end this Visit
  • User can schedule multiple Visits for the Subject at the same time
  • A Visit can have multiple occurrences if the Visit has a Repeat type


You can enter data onto CRFs after pressing on Proceed to Enter Data

Option 3: Schedule a Visit when entering data

When you are in the Enter Data screen, you can schedule a Visit by clicking on Schedule Visit


At the schedule screen, we have: 

  • Subject ID: current Subject ID
  • Study Visit Definition: you can select any Visits
  • Start Date/Time: date and time to start the selected Visit
  • End Date/Time: date/time to stop this Visit
  • You can schedule multiple Visits for a Subject at the same time
  • A Visit can have multiple occurrences if the Visit has the Repeat type


You can enter data onto CRFs after pressing on Proceed to Enter Data

Option 4: Schedule a Visit from the Main Menu

Select Task > Submit Data > Schedule Visit 


At schedule screen, we have: 

  • Subject ID: you have to enter the Subject ID which exists in the system in this filed. If you type the wrong Subject ID, the system a displays warning message and does not allow scheduling
  • Study Visit Definition: you can select any Visits
  • Start Date/Time: date and time to start the selected Visit
  • End Date/Time:date/time to end this Visit
  • You can schedule multiple Visits for a Subject at the same time
  • A Visit can have multiple occurrences if the Visit has a Repeat type


You can enter data onto CRFs after pressing on Proceed to Enter Data

Option 5: Auto Schedule Visit 

The system can schedule Visits automatically based on previous Visits (contact the Administrator)

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