Set up a dynamic visit

Use dynamic visits when you want a visit to be displayed only when relevant to the subject, whether it's for data collection or dispensation purposes.

A dynamic visit is displayed in a subject's schedule after the site user answers the leading question with the specific answer configured in a Show Visit rule.

As a study designer, you must know that there are specific types of visits that can be dynamically scheduled, as well as other types of visits or events that can never be dynamically scheduled. Visits that cannot be dynamically scheduled include:

Note:

To dynamically schedule the first and last visit in a branch or cycle branch, you can copy the branch that must contain that dynamic visit, and add that visit either at the beginning or at the end of the branch.
  • Screening visits
  • Randomization visits
  • The first visit in a schedule
  • The first visit in a branch
  • The first and last visit of a cycle branch
  • Anchor visits
  • The earliest visit to complete a study
  • A withdrawal or completion event
  • Adverse events

You can add a dynamic visit into the visit schedule of a live study version, too. For step-by-step instructions, see Add a dynamic visit in the schedule of a live study.

Visit type Can be dynamically scheduled Notes

Dispensation visit

Yes

A site user can dispense the investigational product to a subject during a dynamically-scheduled visit.

Non-dispensation visit

Yes

A site user can collect any types of data during a non-dispensation visit that is dynamically scheduled.
Unscheduled visit Yes

You can configure an unscheduled visit to be dynamically-displayed. An unscheduled visit is different from an unplanned event (where dispensation cannot occur) such as a screening visit, a screening failure, withdrawal, completion, or an adverse event.

An inserted visit into the schedule

Yes

None.

Any scheduled visit

Yes

None.

A required visit

Yes

None.

Optional visit

Yes

None.

Last visit in a branch

Yes

None.

Workflow for setting up a dynamic visit

Task Notes

Create a visit or event that must be dynamically schedules.

Only certain types of visits can be dynamically scheduled. Make sure you review the information above.

Define a Show Visit rule.

To dynamically schedule a visit, you must create a question that has a Show Visit rule applied to it.
Define the visit schedule.

If you want to schedule a dynamic visit in a branch, see Define the visit schedule for a branch.

  • Define a Show Visit rule
    To dynamically schedule a visit, you must create a question that determines the display of a dynamic visit based on the given answer to this question.

Parent topic: Predefined rules