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Patient number changes and synchronization
The InForm software uses the current patient number of a patient when creating the enrollment version of the CANDIDATE node in the transaction XML. This form of the node is used by CIS to move the patient record from the UPDATE to the DATA enrollment table in a protocol. Depending on the timing of the change to the patient number, the panels in the Clintrial software can be updated differently:
- If a patient number changes before the CANDIDATE node XML is generated, the CANDIDATE node includes the new ENROLLMENTNUMBER value even though that number is not the number the patient had upon enrollment. When the patient number change transaction eventually is processed by CIS, CIS makes no additional updates because the new patient number is already in all the panels. The following steps summarize:
- Screen and enroll a patient.
- Before the transaction XML for step 1 is created, change the patient number.
- Synchronize.
Result: Panels show the new patient number but no AUDIT record for the change.
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- If the timing is different and the CANDIDATE node XML is created before the patient number changes, the global patient number change code in CIS runs and changes the patient number in all panels. In this scenario, there is one more AUDIT record in every panel for the patient. The following steps summarize:
- Screen and enroll a patient.
- Synchronize screening and enrollment transactions.
- Change the patient number.
- Synchronize the new patient number.
Result: Panels show the new patient number as well as the AUDIT record for the change.
