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Patient transfer and study version

The InForm application allows you to transfer patients to only those sites running a study version that is the same or greater than the one run at the current site. When you transfer a patient to a site at a different study version, the InForm application follows the same versioning rules as when any site moves to a new study version:

If you are transferring patients using the InForm application user interface—The InForm application filters the list of destination sites, displaying only those who meet this study version criteria. You cannot choose a site that has an unacceptable study version.

Note: To see what study version is in effect for a site, display its detail page, available from the Sites tab of the InForm software Admin interface.

If you are transferring several patients using the InForm Data Import tool—If the patient transfer MedML file specifies a destination site with an unacceptable study version, processing stops for that patient, and the following error message appears for the patient:

Error: A patient cannot be moved to a site which is using an older study version. Site for patient not changed.

The patient transfer process continues with the next patient in the file.

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