| A |
| Audit Trail History report |
| accessibility |
| ad hoc report |
| creating |
| getting help for |
| reporting views |
| roadmap |
| viewing |
| working with |
| Roadmap: Creating and saving an ad hoc report |
| Working with ad hoc reports |
| AD_ views |
| administration |
| Administration page |
| Administration rights |
| Configuration changes through the Administration page |
| editing study information |
| rights |
| viewing study information |
| archive |
| About transferring patients |
| patient transfer |
| Roadmap: Transferring a patient from one site to another |
| Viewing patient transfer history |
| Viewing the archive of a transferred patient |
| Viewing the archive of a transferred patient |
| arm |
| hierarchy |
| audit trail |
| viewing for a form |
| Viewing the audit trail for a visit or form |
| Viewing the signing history of a visit or form |
| Visit Landing page |
| viewing for a patient |
| Patient Profile page |
| Viewing the audit trail for a patient |
| viewing for a site |
| viewing for a user |
| viewing for a visit |
| Viewing the audit trail for a visit or form |
| Viewing the signing history of a visit or form |
| Visit Landing page |
| automatic query |
| C |
| calendar controls |
| Data entry and editing guidelines |
| Date handling |
| partial |
| Data entry and editing guidelines |
| Date handling |
| Call Center |
| about |
| Call Center roles |
| How the call queue works |
| Preferred method of contact |
| What is the Call Center? |
| assigning patients to staff of |
| Assigning patients to Call Center staff |
| Viewing the patients assigned to a Call Center staff member |
| assigning staff to |
| configuring |
| Assigning patients to Call Center staff |
| Assigning staff to the Call Center |
| Call Center Profile Setting page |
| Managing the Call Center |
| Roadmap: Configuring the Call Center |
| Updating a Call Center profile |
| Viewing the patients assigned to a Call Center staff member |
| interview |
| Call Center Patient Details page |
| Logging a call |
| Performing an interview outside of the survey window |
| Starting an interview |
| Viewing the Call Center history of a patient |
| logging calls in |
| major medical event |
| patient types and |
| Roadmap: Working with paper-based patients |
| Roadmap: Working with phone-based patients |
| Roadmap: Working with web-based patients |
| Working in the Call Center |
| patients and |
| Adding a patient to the Call Center |
| Searching for a patient |
| Updating patient information |
| Viewing a list of Call Center patients |
| Viewing Call Center details for a patient |
| profile |
| Call Center Profile Setting page |
| Updating a Call Center profile |
| queue |
| Call Center List page |
| How the call queue works |
| rights |
| roadmaps |
| Roadmap: Configuring the Call Center |
| Roadmap: Working with paper-based patients |
| Roadmap: Working with phone-based patients |
| Roadmap: Working with web-based patients |
| script |
| About customizing a Call Center script |
| Call Center Patient Details page |
| Call Center Script Setting page |
| Entering and editing a Call Center script |
| survey window |
| How the call queue works |
| Performing an interview outside of the survey window |
| survey window override |
| Call Center by Staff by Day report |
| candidate query |
| Candidate queries |
| changing to open |
| deleting |
| issuing |
| reissuing an answered query as |
| roadmap |
| Roadmap: Working with candidate queries |
| working with |
| configuration |
| changing |
| Configuration changes through the Administration page |
| Configure Study Settings page |
| changing default management parameters |
| Changing default study configuration settings |
| Configure Study Settings page |
| Edit Study Settings page |
| levels |
| managing |
| Configure Study Settings page |
| Edit Study Settings page |
| CRF Status by Form report |
| CRF Status by Patient report |
| CRF Status by Visit report |
| currency format |
| Manage Localization Settings page |
| Specifying date, number, and currency formats and name sorting order |
| customer support |
| D |
| Dashboard |
| Dashboard (Navigation bar) |
| Dashboard Summary Table |
| The Dashboard |
| data |
| editing |
| Data entry and editing guidelines |
| Entering and editing data on a form |
| entering |
| Data entry and editing guidelines |
| Entering and editing data on a form |
| Roadmap: Starting a visit and entering data |
| Who can enter data into a form? |
| exporting |
| Data Export page |
| Data exports |
| freezing |
| locking |
| transferred patient archive |
| Viewing patient transfer history |
| Viewing the archive of a transferred patient |
| unfreezing |
| unlocking |
| validating |
| data entry |
| Data entry and editing guidelines |
| Who can enter data into a form? |
| data export |
| Data Export page |
| Data exports |
| Data exports |
| Exporting study data |
| date format |
| Manage Localization Settings page |
| Specifying date, number, and currency formats and name sorting order |
| dates |
| Date handling |
| Specifying date, number, and currency formats and name sorting order |
| display override |
| Adding, editing, or deleting a display override |
| Edit Display Override page |
| Manage Display Overrides page |
| documentation, user |
| E |
| eCode |
| distributing |
| Manually distributing eCodes |
| Roadmap: Distributing eCodes |
| Send eCodes page |
| eCodes |
| eCodes |
| resending |
| roadmap |
| eCode by Currency report |
| eCode by Patient report |
| electronic signature |
| About electronic signatures |
| Signatures and the OutcomeLogix object hierarchy |
| email |
| Email notifications |
| Email Notifications page |
| Viewing email notifications |
| enrollment |
| Enrolling patients |
| roadmap |
| Roadmap: Adding patients to a study |
| ePRO Completion report |
| F |
| form |
| automatic statuses |
| editing data |
| Entering and editing data on a form |
| Entering multiple responses to an item |
| entering data |
| Entering and editing data on a form |
| Entering multiple responses to an item |
| Who can enter data into a form? |
| freezing data |
| hierarchy |
| locking data |
| major medical event |
| manual statuses |
| Applying a status to a patient, visit, or form |
| Form Status |
| User-applied query, review, and status icons |
| navigating in |
| repeating sections |
| Entering multiple responses to an item |
| Form types |
| reviewing |
| Marking and unmarking a patient, visit, form, or item as reviewed |
| Reviewing a patient, visit, form, or item |
| Reviewing visits and forms |
| Roadmap: Reviewing at the patient, visit, form, and item level |
| rights |
| roadmaps |
| saving data without submitting form |
| Entering and editing data on a form |
| Roadmap: Starting a visit and entering data |
| Saving your changes without submitting the form |
| selecting |
| Patient List page |
| Selecting a visit or form |
| Visit Landing page |
| signing |
| statuses |
| Applying a status to a patient, visit, or form |
| System-applied form and query statuses |
| User-applied query, review, and status icons |
| Working with patient, visit, form, and item statuses |
| types |
| Form types |
| Working with visits and forms |
| unfreezing data |
| unsigning |
| uploading image in |
| viewing the audit trail |
| Viewing the audit trail for a visit or form |
| Viewing the signing history of a visit or form |
| Visit Landing page |
| viewing the patient profile from |
| working with |
| Form navigation |
| Working with forms |
| Working with visits and forms |
| H |
| Help |
| getting |
| Getting Help |
| Getting help for ad hoc reporting |
| online |
| hierarchy |
| I |
| image, uploading |
| Informed Consent Document (ICD) |
| About ICDs |
| adding a new language |
| editing |
| Edit ICD page |
| ICD History page |
| Viewing and printing an ICD |
| Informed Consent Documents (ICDs) |
| managing |
| uploading |
| uploading new version |
| version |
| viewing |
| ICD History page |
| Viewing and printing an ICD |
| Viewing and signing ICDs |
| Informed Consent report |
| item |
| applying a manual status |
| freezing |
| hierarchy |
| locking |
| reviewing |
| Marking and unmarking a patient, visit, form, or item as reviewed |
| Reviewing a patient, visit, form, or item |
| Roadmap: Reviewing at the patient, visit, form, and item level |
| signing |
| statuses |
| Applying a status to a patient, visit, or form |
| Working with patient, visit, form, and item statuses |
| unfreezing |
| unlocking |
| unsigning |
| L |
| localization |
| specifying parameters |
| Manage Localization Settings page |
| Specifying date, number, and currency formats and name sorting order |
| log out |
| login |
| reauthentication |
| timing out |
| Login History report |
| M |
| major medical event |
| Reporting a major medical event |
| Reporting a major medical event in the Call Center |
| manual query |
| adding notes |
| Answering or managing a query while on a form |
| Query Notes dialog box |
| Viewing the notes about a query |
| answering |
| Answering a query |
| Answering or managing a query while on a form |
| approving |
| Answering or managing a query while on a form |
| Approving an answered query |
| history |
| Answering or managing a query while on a form |
| Query History dialog box |
| Viewing the history of a query |
| issuing |
| modifying |
| roadmap |
| working with |
| N |
| name sorting |
| Manage Localization Settings page |
| Specifying date, number, and currency formats and name sorting order |
| navigation icons |
| notifications |
| Email notifications |
| Email Notifications page |
| Viewing email notifications |
| number format |
| Manage Localization Settings page |
| Specifying date, number, and currency formats and name sorting order |
| O |
| Open Query Aging report |
| OutcomeLogix application |
| logging in and out |
| About the OutcomeLogix application |
| Accessing OutcomeLogix functions |
| Signing in and out |
| object hierarchy |
| OutcomeLogix hierarchy |
| Working with visits and forms |
| parts of |
| reporting |
| rights and roles |
| users and patients |
| P |
| password |
| changing |
| forgetting |
| managing |
| resetting for a patient |
| Patient Profile page |
| Resetting a patient password |
| resetting for a user |
| temporary |
| password rule |
| assigning to a role |
| changing assignment |
| creating |
| default |
| editing |
| managing |
| Password rules |
| Password rules and password management |
| password-reset question |
| changing |
| patient |
| Call Center |
| Adding a patient to the Call Center |
| Searching for a patient |
| Updating patient information |
| Viewing a list of Call Center patients |
| Viewing Call Center details for a patient |
| creating |
| Create Patient page |
| Creating a patient account |
| discontinuing |
| editing |
| enrolling |
| entering data on a form |
| hierarchy |
| locking |
| Locking and unlocking a patient |
| Patient Profile page |
| managing |
| Managing patients |
| Managing patients and sites |
| Patient Profile page |
| Patient |
| Patients |
| preferred contact method |
| Considerations for changing the preferred method of contact |
| Preferred method of contact |
| re-enrolling |
| reviewing |
| Marking and unmarking a patient, visit, form, or item as reviewed |
| Reviewing a patient, visit, form, or item |
| Roadmap: Reviewing at the patient, visit, form, and item level |
| rights |
| roadmaps |
| Roadmap: Adding patients to a study |
| Roadmap: Managing a patient |
| Roadmap: Reviewing at the patient, visit, form, and item level |
| searching for |
| Searching for a patient |
| Searching for a transferred patient |
| selecting |
| Patient List page |
| Selecting a different patient during a visit |
| Selecting a patient |
| Visit Landing page |
| status |
| Applying a status to a patient, visit, or form |
| Patient status |
| Viewing patient status information |
| Working with patient, visit, form, and item statuses |
| transfer history |
| Patient Transfer History page |
| Viewing patient transfer history |
| transferring |
| About transferring patients |
| Assigning the Patient Transfer right to a role |
| Associating a destination site with an originating site |
| Initiating a patient transfer |
| Patient Transfer dialog box |
| Patient Transfer History page |
| Roadmap: Transferring a patient from one site to another |
| Searching for a transferred patient |
| Viewing patient transfer history |
| Viewing the archive of a transferred patient |
| unlocking |
| Locking and unlocking a patient |
| Patient Profile page |
| Users and patients |
| viewing |
| Patient List page |
| Patient Profile page |
| Viewing and editing a patient profile |
| Viewing the Patient List |
| viewing audit trail |
| Patient Profile page |
| Viewing the audit trail for a patient |
| viewing status information |
| patient forms |
| reviewing |
| Patient Forms page |
| Reviewing patient forms |
| patient profile |
| editing |
| viewing |
| Viewing and editing a patient profile |
| Viewing the patient profile from a form |
| Patient Status report |
| Patient Summary page |
| patient tranfer archive |
| patient transfer |
| archive |
| Roadmap: Transferring a patient from one site to another |
| Viewing the archive of a transferred patient |
| assigning the patient transfer right |
| destination site |
| Associating a destination site with an originating site |
| Roadmap: Transferring a patient from one site to another |
| dialog box |
| history |
| Patient Transfer History page |
| Viewing patient transfer history |
| initiating |
| originating site |
| Associating a destination site with an originating site |
| Roadmap: Transferring a patient from one site to another |
| searching for transferred patient |
| patient transfer history |
| Q |
| query |
| adding a note |
| Answering a query |
| Answering or managing a query while on a form |
| Query Notes dialog box |
| Roadmap: Working with manual queries |
| Viewing the notes about a query |
| answering |
| approving |
| automatic |
| Automatic and manual queries |
| Roadmap: Working with automatic queries |
| closing |
| deleting |
| Detail dialog box |
| Answering a query |
| Issuing a manual query |
| Managing queries |
| Modifying your answer to a query |
| Query statuses |
| filtering |
| Filtering and sorting the Query List |
| Query Detail page |
| Viewing the current filter for query details |
| history |
| Answering a query |
| Answering or managing a query while on a form |
| Query History dialog box |
| Viewing the history of a query |
| issuing |
| Issuing a candidate query |
| Issuing a manual query |
| managing |
| manual |
| Automatic and manual queries |
| Issuing a manual query |
| Roadmap: Working with manual queries |
| modifying |
| Modifying a query |
| Queries |
| Query |
| reissuing |
| Reissuing an answered query as a candidate query |
| Reissuing an answered query as an open query |
| rights |
| roadmaps |
| Roadmap: Working with automatic queries |
| Roadmap: Working with candidate queries |
| Roadmap: Working with manual queries |
| sorting |
| status |
| types |
| viewing by patient, visit, form, or item |
| Query Detail page |
| Query List page |
| Viewing queries by patient, visit, form, or item |
| viewing by status or site |
| Query Detail page |
| Query List page |
| Viewing queries by status or site |
| viewing history |
| Query Detail page |
| Viewing the history of a query |
| Working with queries |
| Query Detail dialog box |
| Answering a query |
| Answering or managing a query while on a form |
| Approving an answered query |
| Issuing a manual query |
| Managing queries |
| Modifying your answer to a query |
| Query statuses |
| Viewing the history of a query |
| Viewing the notes about a query |
| query list |
| filtering |
| Filtering and sorting the Query List |
| Query List page |
| sorting |
| Filtering and sorting the Query List |
| Query List page |
| viewing |
| Query List page |
| Viewing queries by patient, visit, form, or item |
| Viewing queries by status or site |
| Query List Details report |
| Query Metrics by Group report |
| Query Performance report |
| query status icons |
| Query Total by Form report |
| R |
| reauthentication |
| repeating visit |
| Adding a repeating visit |
| Working with visits and forms |
| reporting views |
| reports |
| ad hoc |
| Creating and saving an ad hoc report |
| Getting help for ad hoc reporting |
| Roadmap: Creating and saving an ad hoc report |
| Viewing an existing ad hoc report |
| Working with ad hoc reports |
| assigning to a role |
| Assign Reports to Roles page |
| Assigning reports to roles |
| Roles and rights for reports |
| managing |
| Assigning reporting rights to roles |
| Assigning reports to roles |
| Configuring the report server settings |
| Roadmap: Assigning report rights |
| Roles and rights for reports |
| rights and roles |
| Assign Reports to Roles page |
| Assigning reporting rights to roles |
| Assigning reports to roles |
| Roadmap: Assigning report rights |
| Roles and rights for reports |
| roadmaps |
| Roadmap: Assigning report rights |
| Roadmap: Creating and saving an ad hoc report |
| Roadmap: Working with standard reports |
| server |
| Configuring the report server settings |
| Edit Report Server Configuration page |
| standard |
| About standard reports |
| Roadmap: Working with standard reports |
| Sorting and filtering report data |
| Viewing and exporting a standard report |
| review icons |
| Patient Summary page |
| User-applied query, review, and status icons |
| right |
| assigning to a role |
| Assigning rights to a role |
| Assigning the Patient Transfer right to a role |
| Default roles and their rights |
| descriptions |
| Administration rights |
| Call Center |
| Dashboard (Navigation bar) |
| Dashboard Summary Table |
| Form Status |
| Patient |
| Query |
| User Operation |
| managing |
| Manage Roles and Rights page |
| Roadmap: Managing roles and rights |
| Rights and roles control access |
| roadmap |
| Roles and rights |
| Roles and rights |
| role |
| assigning a password rule |
| assigning a user |
| Assigning multiple users to a role |
| Change Assigned Users page for a role |
| assigning rights |
| Assigning rights to a role |
| Assigning the Patient Transfer right to a role |
| creating |
| Adding a role |
| Editing a role |
| default |
| descriptions |
| editing |
| managing |
| Default roles |
| Manage Roles and Rights page |
| Roadmap: Managing roles and rights |
| Rights and roles control access |
| roadmap |
| Roles and rights |
| Roles and rights |
| S |
| sign in |
| sigining in and logging out |
| signature |
| About electronic signatures |
| Signatures and the OutcomeLogix object hierarchy |
| signing history |
| viewing for a form |
| viewing for a visit |
| site |
| adding |
| assigning a user to |
| changing user assignments |
| Change Users page for a site |
| Changing the user assignments for a site |
| editing |
| making active |
| making inactive |
| managing |
| Manage Sites page |
| Managing patients and sites |
| Patient Profile page |
| removing a user from |
| roadmap |
| searching for |
| Sites |
| Studies contain sites |
| transferring a patient to another site |
| Associating a destination site with an originating site |
| Initiating a patient transfer |
| Roadmap: Transferring a patient from one site to another |
| viewing |
| viewing the audit trail |
| Site Visit Completion report |
| standard report |
| about |
| About standard reports |
| Roadmap: Working with standard reports |
| exporting |
| roadmap |
| viewing |
| Sorting and filtering report data |
| Viewing and exporting a standard report |
| working with |
| status icons |
| Patient Summary page |
| System-applied form and query statuses |
| User-applied query, review, and status icons |
| statuses |
| applying |
| automatically applied |
| form |
| System-applied form and query statuses |
| Working with patient, visit, form, and item statuses |
| item |
| Applying a status to a patient, visit, or form |
| Working with patient, visit, form, and item statuses |
| manually applied |
| patient |
| Applying a status to a patient, visit, or form |
| Working with patient, visit, form, and item statuses |
| query |
| System-applied form and query statuses |
| User-applied query, review, and status icons |
| visit |
| Applying a status to a patient, visit, or form |
| Working with patient, visit, form, and item statuses |
| working with |
| study |
| arm |
| configuration levels |
| Changing default study configuration settings |
| Configuration changes through the Administration page |
| Study configuration levels |
| display overrides in |
| Adding, editing, or deleting a display override |
| Edit Display Override page |
| Manage Display Overrides page |
| editing administrative information |
| hierarchy |
| managing |
| settings |
| Changing default study configuration settings |
| Configuration changes through the Administration page |
| Edit Study Settings page |
| Viewing and editing administrative study information |
| viewing administrative information |
| support, customer |
| T |
| temporary password |
| setting for a patient |
| Patient Profile page |
| Setting a temporary password for a patient |
| setting for a user |
| timeout |
| transfer |
| About transferring patients |
| Assigning the Patient Transfer right to a role |
| Associating a destination site with an originating site |
| Initiating a patient transfer |
| Patient Transfer dialog box |
| Patient Transfer History page |
| Roadmap: Transferring a patient from one site to another |
| Searching for a transferred patient |
| Viewing patient transfer history |
| Viewing the archive of a transferred patient |
| U |
| unscheduled visit |
| adding |
| Adding an unscheduled visit |
| Unscheduled Visit page |
| Visit Landing page |
| user |
| activating |
| assigning to a role |
| Assigning a user to a role |
| Change Assigned Users page for a role |
| creating |
| Create User page |
| Creating, activating, and deactivating a user |
| deactivating |
| entering data on a form |
| locking |
| managing |
| Manage Users page |
| Roadmap: Managing a user |
| User Operation |
| rights |
| roadmap |
| searching for |
| unlocking |
| Users |
| Users and patients |
| viewing the audit trail |
| user name |
| forgetting |
| user profile |
| editing your own |
| User Profile page |
| viewing your own |
| V |
| version |
| visit |
| adding a repeating |
| adding unscheduled |
| Adding an unscheduled visit |
| Unscheduled Visit page |
| Visit Landing page |
| automatic statuses |
| hierarchy |
| locking data |
| manual statuses |
| Applying a status to a patient, visit, or form |
| User-applied query, review, and status icons |
| missed |
| navigating to a different patient |
| repeating |
| reviewing |
| Marking and unmarking a patient, visit, form, or item as reviewed |
| Reviewing a patient, visit, form, or item |
| Reviewing visits and forms |
| Roadmap: Reviewing at the patient, visit, form, and item level |
| roadmaps |
| Roadmap: Reviewing at the patient, visit, form, and item level |
| Roadmap: Starting a visit and entering data |
| selecting |
| Patient List page |
| Selecting a visit or form |
| Visit Landing page |
| signing |
| starting |
| Patient List page |
| Roadmap: Starting a visit and entering data |
| Starting a visit from the Visit Landing page |
| Starting and managing visits |
| System-applied form and query statuses |
| Visit Landing page |
| statuses |
| Applying a status to a patient, visit, or form |
| Working with patient, visit, form, and item statuses |
| tracking missed |
| Patient List page |
| Tracking missed visits |
| Visit Landing page |
| types of |
| unfreezing data |
| unlocking data |
| unscheduled |
| Adding an unscheduled visit |
| Unscheduled Visit page |
| unsigning |
| viewing the audit trail |
| Viewing the audit trail for a visit or form |
| Viewing the signing history of a visit or form |
| Visit Landing page |
| working with |
| Roadmap: Starting a visit and entering data |
| Working with visits and forms |
| Visit Landing page |
| Starting a visit from the Visit Landing page |
| Visit Landing page |
| voucher (eCode) |
| distributing |
| Manually distributing eCodes |
| Roadmap: Distributing eCodes |
| Send eCodes page |
| resending |