Record a visit date or a visit not done

1. 1

   Open the visit from the Casebook and click Enter on the Subject Visit form.

2. 2

   Answer Did this visit occur?.

3. 3

   If Yes, enter the Visit date. If No, choose the Reason visit not done: missed visit, subject withdrew, lost to follow-up, not required per protocol or other.

4. 4

   Click Submit.

   The date appears next to the visit name everywhere, and the next visit opens.

A date outside the visit window shows an amber dot in the Casebook, and the study may raise a query asking you to document why. Visits counted from this one are re-dated from the date you enter.

Answering No locks the other site forms of that visit ("Visit not done") and counts it as missed. Depending on the study set-up, visits that depend on it may stop. To enter data after all, change the Subject Visit answer back to Yes with a reason.

A visit opens once the previous visit's Subject Visit form is submitted. Most studies only remind you ("Previous visit not completed"); some block data entry until it is done. Unscheduled visits are never blocked.