Encounters Tab

Owned by Mary Lukowski
Last updated: Oct 31, 2017

Overview

The Encounters tab displays all the encounters that have occurred, along with their completion status.  New encounters can also be created.  The Encounters tab is displayed if the project has at least one interval.

Content

  • Encounter Date
  • Secondary Date
    • Only displays in projects with Double Data Entry enabled and for users with a Double Data Entry role for Subject Management
    • Create displays if the secondary encounter has not been created
    • The date displays if the secondary encounter has been created
  • 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 in the Date column
  • Create a new secondary encounter by clicking on Create in the Secondary Date column
  • Open the Encounter Update page of an existing secondary encounter by clicking on the encounter date in the Secondary Date column
  • 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