Complete a lab form

You collect a subject's lab test results using lab forms. To collect lab test results you need to select the appropriate lab and have it associated with the form.

We recommend that you do not pre-fill forms. Instead, begin entering data when the visit occurs. If a visit has already been started and your site switches to a new study version, that visit will not be updated to reflect any changes in the new version.

Permissions

To create a lab and define lab normals you must be assigned to a study role that includes the following permissions:

• Add and Update Lab Normal Ranges
• Create and Add Labs to a Site

1. On the Home page, determine where to work. For more information, see Access study modes and pages.
2. Along the top, make sure Subjects is selected.
3. Filter your view based on several criteria. For more information, see Filter subjects in a study.
4. Locate a subject on subjects list, and select the visit in the Next Visits column.
5. Navigate to the lab form that you want to complete.
6. If included, answer the introductory questions displayed at the top of the lab form.
7. If displayed, use the Select Lab drop-down to do one of the following:
   • If your site is already associated with a lab, select an existing lab from the Select Lab drop-down.
   • If there are no labs created in your study or the lab you want isn't listed, select Go to Sites & Labs to create labs and define their lab normals.
8. In the Result column, enter the lab result for each test. To edit a value, select the number at the beginning of the row.

   Note:

   The system does not clear previously saved lab results when you change the selected lab. Clear all lab data before switching labs, or update the lab form with the correct results for the newly selected lab.
9. To add a new instance of the lab form (including its introductory questions), select Add a record next to the form's title.

   Note:

   For each new lab form instance that you add, you must answer the Sample Collection Date and Fasting questions, as well as select the appropriate lab from the Select Lab drop-down.
10. To add a new row in the table (located in the second section of the lab form), select Add a record to the left of the table.
11. Select Save.

When complete, the form displays a Complete icon on the Forms sidebar.

Want to learn more about the possible statuses of a form? See Form status icon descriptions in the Icon Reference guide.