Overview
This page describes two methods of how to check the subjects due for an encounter
Required Role(s)
- Method 1: Subject Management ( or ) Subject Management Read-only (minimum) only
- Method 2: Reports
Steps
Method 1. From Home Page Page
- Select the project from which the subjects due status is to be obtained, by using the project selector from the toolbar (1- See image).
- Make sure Subject Search is clicked (2- See image).
- From the Filter section in the right pane, select "due encounters" from the Subjects with selector (3 - See Image)
- The full list of subjects due will be shown in the middle pane. toolbar
- Select Subject Search in the left panel
- Click Advanced to show the Sites and Status selectors
- In the Status selector, select due encounters
- Optional: To display the encounter that is due check the box for Show Details
- Click Go
- The subjects with a due encounter will be displayed
- Click on the Reference ID to open the Subject Overview page for that subject
- If Show Details was checked, click on the encounter name to open the Encounter Update page
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Use the additional filter methods to acquire a more narrowed search. |
Method 2. From Reports Page Page
- Click "Reports" from the main menu items at the top of the page (1- See image).page
- Click "Subjects Due" Report (2 - See image)The full report of Subject Due will appear. Subjects Due in the report list
- Select Submit on the right side of the screen, below the toolbar
- The Subjects Due report will display
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Report can be exported as a .pdf file |
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