Siebel Clinical Trial Management System Guide > Administering Clinical Subjects and Clinical Visits >

Screening Clinical Subjects

The screening visits can be scheduled when the subject signs the informed consent form. The Subject Status MVG (multi value group) is automatically updated for the screening visit that was selected as the status tracking visit in the subject visit template.

To screen a clinical subject

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Protocol Site list, drill down on the site number field of the site for which you want to screen subjects.
3. Navigate to the Subjects view.
4. In the Subjects list, select the subject to screen.
5. Enter the informed consent date as follows:
   1. Click the select button in the Informed Consent Dates field to open the Informed Consent dialog box.
   2. Select the appropriate version.
   3. Enter an informed consent date for the subject, and click OK.
6. Drill down on the screening number field of the subject.

   The Visits view of the Subjects screen appears.

7. (Optional) Edit subject visit dates or activities.

   For example, you might want to edit some subject visit dates so that visits are not scheduled on weekends. If the rescheduled date falls outside the range specified by the subject visit template, then a warning message appears, but still reschedules the visit according to the new date.

8. Select the Completed field for the screening visit in the Visits list.
9. Enter the completion date in the Completed Date field.

   If the subject clinical visit is a status tracking milestone visit, then the subject record automatically updates as follows:

   • A record with a value of Screening in the Visit Type field is added to the Subject Status MVG.
   • The Status field is updated to Screened.
   • The Date field of the Subject Status MVG is populated with the date entered in the Completed Date field of the Visits list.