Set up a dynamic visit

Use dynamic visits when you want a visit to be displayed only when relevant to the subject, whether it's for data collection or dispensation purposes.

A dynamic visit is displayed in a subject's schedule after the site user answers the leading question with the specific answer configured in the Show Visit rule.

As a study designer, you must know that there are specific types of visits that can be dynamically scheduled as well as other types of visits or events that can never be dynamically scheduled. Visits that cannot be dynamically scheduled are:

• screening visits
• randomization visits
• the first visit in a schedule
• the first visit in a branch
• the first and last visit of a cycle branch
• anchor visits
• the earliest visit to complete a study
• a withdrawal or completion event
• adverse or any unplanned event

Note:

To dynamically schedule the first and last visit in a branch or cycle branch, you can copy the branch that must contain that dynamic visit, and add that visit either at the beginning or at the end of the branch.

Visit type	Can be dynamically scheduled	Notes
Dispensation visit	Yes	A site user can dispense the investigational product to a subject during a dynamically scheduled visit.
Non-dispensation visit	Yes	A site user can collect any types of data during a non-dispensation visit that is dynamically scheduled.
An inserted visit into the schedule	Yes	None.
Any scheduled visit	Yes	None.
A required visit	Yes	None.
Optional visit	Yes	None.
Last visit in a branch	Yes	None.

Workflow for setting up a dynamic visit

Task	Notes
Create a visit or event that must be dynamically schedules.	Only certain types of visits can be dynamically scheduled. Make sure you review the information above.
Define a Show Visit rule.	To dynamically schedule a visit, you must create a question that has a Show Visit rule applied to it.
Define the visit schedule.	If you want to schedule a dynamic visit in a branch, see Define the visit schedule for a branch.

You can add a dynamic visit into the visit schedule of a live study version, too. See Add a dynamic visit in the schedule of a live study.

• Define a Show Visit rule
  To dynamically schedule a visit, you must create a question that determines the display of a dynamic visit based on the given answer to this question.