Marking a visit as missed
You can indicate that a patient has missed or will miss a visit.
When you mark a visit as missed, the patient moves to the next visit in the visit schedule, and the application flags the visit as missed in the user interface and reports. For missed visits that have not yet taken place, the application does not assign a drug to the patient and keeps the drug in the site inventory.
The missed visit feature can be configured to require approval. Missed visits are only available on the Web. To access the option, click the Scheduled Date link for the visit in the subject grid on the Visit Schedule page.
- When you create a Missed Visit request for a subject, the subject is locked, and the image next to the visit on the Subject Transactions page says Subject is locked.
- When the change request is either rejected or approved, the image next to the visit on the Subject Transactions page is updated to Rejected or Approved, as appropriate.
- When you execute a Roll Back transaction after a change request is approved, the missed visit image is removed.
To mark a visit as missed:
- Click Subjects (
).
- On the left, click Subject Transactions.
- Navigate to a subject that has been randomized and has more than one visit not completed in their visit schedule.
- Expand the visit schedule.
- Click on the link in the Scheduled Date column for the next scheduled visit.
- In the Out of Window and Missed Visits Approval Request page, complete the following fields, and click Submit.
- In the Comments for Approver field, enter a reason for the missed visit.
- In the Need By Date drop-down list, select a date (this cannot be a date in the past).
- In the Approval Request drop-down list, select Missed Visit.
After the missed visit is registered, an icon appears next to the date in the Visit Schedule.