Case Report Forms

Case Report Forms enable you to enter, correct, or update data for a patient visit.

Note: Case Report Forms are referred to as forms or CRFs throughout the InForm product and documentation. Both of these terms are used interchangeably.

To display a form:

In the Navigation pane, click Patients.
Click the traffic light icon for the patient and visit.
Click the tab that identifies the form. If the form is defined as a repeating form, the form is first displayed in summary form. If data has been entered in one or more forms, click the traffic light icon or the number to the left of the form to see details for the visit.

Things to note

Patient information—Patient number and initials appear at the top-right of the form.
Form comment—The comment icon is located in the detail view of the form, in the upper-right corner. It provides access to comments about the form as a whole. To enter, display or update a comment, click the icon.
Tabs—Each tab represents a form that is used in the visit. A yellow exclamation point (!) on a tab indicates that work is required on the form, such as providing missing data or answering a query.
Form items—Form data items are listed in table format. Questions appear on the left. Data entry controls that you use to answer the question appear on the right.
Links to form help—If your trial includes a trial document that gives help on form items, and the trial document has been linked to the forms during trial setup, the question text or form name is underlined. To display the trial document help, click the underlined question text.
Form item icons—On the detailed view of the form, the far right column of each form item contains a set of icons that provide status information about the item and enable you to display detailed item information. Information about detailed form item information appears in the section that follows.
Command buttons—The Content-specific pane of a form contains command buttons that enable you to perform activities that affect the form. Your responsibilities in the trial and the rights you have been assigned determine the buttons you can see and the actions you can take. For example, if you have been assigned the right to print forms the Print Preview button appears.
Select Action list—The Select Action list contains additional commands that you can perform by selecting a command in the list and clicking the Do command button.