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Overview

The Encounters tab displays all the encounters that have occurred, along with their completion status.  New encounters can also be created.

Content

  • Encounter Date
  • Encounter Name
  • Encounter Status
    • Complete (green):  encounters are Complete when all the required data has been entered
    • Incomplete (yellow):  encounters are Incomplete when all the required data has not been entered
    • Unknown (pink):  encounters with an unknown completion status (either a change was made after data was entered, or at least one page in the encounter was not opened and contains branching logic)

Actions

  • Create a new encounter
    • Click the + to add a new encounter
    • Only encounters that can be added will be displayed
      • Follow up encounters can't be created until the Baseline encounter is created
      • Baseline encounter can't be created until the subject passes screening and is enrolled
      • A screening encounter can't be created unless the subject has passed the prior screening encounter
      • A non-fixed encounter can't be created if the subject is in-screening but the interval is set up as a follow-up interval
      • A non-fixed encounter can't be created if the subject has passed screening and is enrolled but the interval is set up as a screening interval
    • Select the encounter to create
    • Click Create to open the Encounter Update page
  • Open the Encounter Update page of an existing encounter by clicking on the encounter date to the left of the encounter name
  • Open a PDF of the encounter by clicking on the PDF button to the right of the encounter name
  • Delete the encounter by clicking the delete button to the right of the encounter name
    • Only uses with a Project Management role will see and have access to the delete button

      An encounter that is deleted can't be recovered


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