Encounters Tab

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

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)

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
- Users must have a Project Management role to see and have access to the delete button
- An encounter that is deleted can't be recovered
Click on a column heading to sort by that column in ascending order, click a second time to sort in descending order