Transferring Clinical Subjects

The subject transfer feature allows you to manage the transfer of subjects from one study site to another, with options to retain the subject’s visit data and also the destination study site’s visit template. During subject transfers, the payment exceptions from the destination site are applied and the payment data is recalculated. A history of all subject transfers is tracked at the subject and the site level. To ensure more robust data audit trails, you can no longer delete subjects and sites.

To transfer clinical subjects

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

2. In the Subject list, select the subject that you want to transfer.

3. Click Transfer to open the Transfer applet.

4. In the Transfer applet, complete the fields as shown in the following table.

   Field	Description
   Site	Select the destination site to which you want to transfer the subject. Only sites within the same protocol are included in the Sites drop-down list.
   Informed Consent Date	Select an informed consent date if prompted.
   Scheduled Date	The start date for the destination site’s clinical subject visits.
   Reason	Select a reason for the subject transfer from the Reason drop-down list.
   Comments	Type in any comments about the subject transfer as required.
   Transfer Date	The date of the subject transfer.

5. If the destination site’s Subject Visit Template version differs from the originating site, then you are prompted with a message similar to the following:

   Would you like to delete uncompleted visits from the old version and completed visits from the new version?

   Click OK to confirm the deletion of non applicable visits.

   After confirmation, the subject transfer process completes, new visits and payment exceptions are applied as defined by the destination site, and the transfer history for the subject and the site is updated accordingly. For more information, see Viewing Subject Transfer Information for Clinical Subjects and Sites.