The planning meeting is scheduled as soon as possible after the order form being sent to the customer.  This is a brief (10-15 minutes) meeting between the PI and setup staff (i.e., both customer and StudyTRAX staff).  The meeting centers around preparing for setup.  The main topics covered are:

• Forms (a.k.a., CRFs, questionnaires)  
  • For StudyTRAX staff, learn about...
    • What's been designed
      • Customer sends forms for feedback and comparison with forms library
    • Layout, look and feel issues
    • What is / is not modifiable
    • Which forms will be completed by subjects
  • For the clients, learn about...
    • Standard form design (here)
      • Custom layouts (here) 
    • What's needed in the data definition (here)
  • Form factor (i.e., what size screens are anticipated, mobile → tablets → desktops) 
• Data Collection Schedule
  • Timing of study events
    • Visit schedule (e.g., baseline, week 1, week 2, etc.)
      • Range around events 
    • Unplanned events (e.g., adverse events)
  •  Which forms are collected with each study event