Screening Clinical Subjects

You can schedule screening visits when the subject signs the informed consent form. The Subject Status MVG (multi value group) is automatically updated for the screening visit that is 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 a subject.

3. Navigate to the Subjects view.

4. In the Subjects list, enter the informed consent date for the subject to screen as follows:

   1. Click the select button in the Informed Consent Dates field to open the Informed Consent Dates dialog box.

   2. Select the appropriate version.

   3. Enter an informed consent date for the subject, and click OK.

5. In the Subjects list, drill down on the screening number field of the subject.

   The Visits view of the Subjects screen appears.

6. (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 is outside the range that the subject visit template specifies, then a warning message appears, but the visit is still rescheduled according to the new date.

7. Select the Completed field for the screening visit in the Visit Plans list.

8. 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 in the Completed Date field of the Visit Plans list.