Data entry
Enter and correct visit data, medications and other logs.
- Enter visit data in an eCRFIn the Casebook, click the participant's visit cell and click Enter on a form. Fill in the fields, then click Submit, or Save and finish later to keep a draft. Start with the Subject Visit form, which records that the visit happened and its date.For Site coordinators & staff, Investigators
- Record a visit date or a visit not doneOpen the visit's Subject Visit form (always the first form) and answer Did this visit occur?. If yes, enter the Visit date; if no, choose the Reason visit not done. Submit the form. Later visits are re-dated from it.For Site coordinators & staff, Investigators
- Correct data you already submittedOpen the submitted form, click Edit, change the values and click Save Changes. Choose a reason (for example Transcription error) and confirm. In a live study you also give a reason and your electronic signature. The old and new values are kept in the audit trail.For Site coordinators & staff, Investigators
- Why a form is locked or read-onlyA form cannot be edited when its data is locked or frozen, the form is not approved yet, the visit was recorded as not done, the participant screen-failed, the study or site is closed, or your role is read-only. The banner on the form says which.For Site coordinators & staff, Investigators, Monitors (CRAs)
- Enter dates, partial dates and fix date warningsType the day, choose the month and type the year, or use the calendar. Where allowed, choose UN for an unknown day and UNK for an unknown month. Date errors (such as an end date before the start date) block saving; date warnings ask you to confirm the date or add a comment.For Site coordinators & staff, Investigators
- Assess out-of-range lab resultsWhen a lab result is outside its reference range, choose whether it is clinically significant. If it is, record the adverse-event decision: link an existing AE, create one from the row, or explain why it was not reported. Capture asks for this before the form can be submitted.For Investigators, Site coordinators & staff
- Record concomitant medicationsOpen the participant and click Add ConMed (or the + in the Casebook ConMed column). Enter the medication, category, indication, dose, frequency, route and dates, and click Add medication. Each medication is its own audited entry.For Site coordinators & staff, Investigators
- Add an unscheduled visitOn the participant page, click Add Unscheduled Visit at the bottom of the visit schedule (or the + in the Casebook UV column). Choose the reason, the form and the visit date and click Add Visit.For Site coordinators & staff, Investigators
- Upload source documents to a visitOpen the visit from the Casebook, go to the Docs tab, choose a category, add an optional description and drop the file. PDF, images, CSV, XLSX, DICOM and audio files up to 25 MB are accepted.For Site coordinators & staff, Investigators, Monitors (CRAs)
Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.