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Siebel CRM Siebel Clinical Trial Management System Guide
Siebel Innovation Pack 2017, Rev. A
E52416-01
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Integrating Data for Subject Visits with Data for Activities

Subject visit templates allow you to set up a template schedule. The template schedule is based on the protocol document. You use the template schedule to generate screening, rescreening, and enrollment schedules for each subject, according to the subject's screening, rescreening, and enrollment dates.

The Clinical Item Integration field in the subject visit template is used for integrating visit data with activity data between Siebel Clinical and Oracle Health Sciences InForm.

To integrate data for subject visits with data for activities 

  1. Navigate to the Administration - Clinical screen, then the Visit Templates view.

  2. In the Subject Visit Templates list, create a new record and complete the necessary fields.

    The Clinical Item fields in the Visits and Activities applets are automatically populated.

  3. Verify that the Clinical Item fields in the Visits and Activities applets are populated as specified in the following table.

    Field Comments
    Visits - Clinical Item When you create a visit, the clinical item in the Visits applet is populated with the name of the visit.

    The clinical item value is passed from Oracle Health Sciences InForm to Siebel Clinical when updating the visit or activity completion date. If multiple versions of the subject visit template exist, and some visits are the same in both template versions, then you can specify the same clinical item value. This feature allows both visits to have the same completion criteria in Oracle Health Sciences InForm.

    Note: The clinical item value for a visit must be unique within a version of a subject visit template.

    Activities - Clinical Item When you create a visit activity, the clinical item in the Activities applet is populated with the value in the Activities Description field.

    The clinical item value for the activity is passed from Oracle Health Sciences InForm when sending the completion date for the activity.

    Note: The clinical item value for an activity must be unique within a visit in a version of a subject visit template.