Add a scheduled visit to a branch

You can add scheduled visits to a branch as defined in your study protocol.

You must first create at least one scheduled visit and a visit branch to add visits to it. For step-by-step instructions, see Create a visit or event and Create a visit branch.

To add a scheduled vist to a branch:

1. Access the Draft version of a study as described in Open a study's design.
2. On the right, below Scheduled Visits, select the branch to which you want to add a scheduled visit.

   Note:

   If there are multiple branches in the carousel, use the right and left arrows next to each branch name to navigate to the branch you want.
3. Next to the branch's title, click the menu icon () and select Add Scheduled Visit.
4. Fill in the fields and click Save or Save & Add Another if you want to add another scheduled visit.

   To view tips for completing a field, click into the field or choose an option.

   Field or setting	Description
   Title	Enter the name of the visit. You can use duplicate visit names.
   ID	Enter a short label for the visit, such as DAY15. The Visit ID must be unique. If your study's activities include running the Subject Data for CTMS report, make sure visit IDs are written using numbers and letters only.
   Required	(Appears only when Scheduled Visit is selected for Type.) Click Yes if all subjects must complete the visit. Click No to make the visit optional.

5. Repeat steps 4, 5, and 6 to add as many visits as you need.

To learn more about your next task, see Define the visit schedule for a branch.