Creating a Subject Visit From the Subjects Screen

Complete the procedure in this topic to create a subject visit from the Subjects screen.

To create a subject visit from the Subjects screen

  1. Navigate to the Subjects screen, then the Subject List view.

  2. In the Subject list, drill down on the screening number field of the subject for whom you want to add an unscheduled visit.

  3. Navigate to the Visits view.

  4. In the Visit Plans list, create a new record and complete the necessary fields.

    The type of the visit is automatically populated with Unscheduled Visit.