3 Visits and schedules

You can create scheduled visits, unscheduled visits, events, as well as set up dynamic visits and insert a new visit in the schedule of a live study version.

  • Create a visit or event
    Create one visit for each subject visit or event that occurs in the study. Since you have to create visits before you can design the visit schedule or configure any as dynamic, create the visits in the order that they will follow in the schedule.
  • Define the visit schedule
    When you define the visit schedule, you specify the amount of time that must occur between a visit and the previous visit.
  • What are the requirements for a screening visit?
    In general, screening visits are optional. However, if your study is configured to assign subject numbers during screening, it is mandatory to include a Screening visit as the first visit in the visit schedule. This way you ensure accurate subject screening and proper study progression.