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
- Method 2: Reports
Steps
Method 1. From Home Page
- Select the project from which the subjects due status is to be obtained, by using the project selector from the 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
Use the additional filter methods to acquire a more narrowed search.
Method 2. From Reports Page
- Click Reports from the main menu at the top of the page
- Click Subjects Due in the report list
- Select Submit on the right side of the screen, below the toolbar
- The Subjects Due report will display
Report can be exported as a .pdf file