Enrollment Home Page, Visits Tab, and Side Panel

The Enrollment Home Page (or Subject Home) provides access to the Subject data and related activities within a selected Site. This tab will be hidden if no current project exists in the user's session or if the user does not have permission for any features in the module. The tabs that are available include Visits, Payments, and SAEs. Some of these tabs will be hidden if the user does not have permission for the feature.

Visits Tab

The Subject Visits tab displays the list of Subject Visits for the current Subject. Users can add an item by clicking the Add New Visit button or edit an item by clicking , which opens the Subject Visit module. Other tabs that are available are Payments and SAEs.

Additional information can be found on the Side Panel (see table below).

Click Common Buttons for a description of the buttons found throughout the system and their uses.

Select a Site from the Enrollment Page

Select a Subject from the Enrollment Page After Selecting a Site

Visits Tab Becomes Available After Selecting a Site and Subject

Side Panel displays general information on the selected Subject. By clicking the Subject Details link on the side panel, additional tabs open including Subject, Enrollment, Consent, Visits, Deviations, Budget, Payments, Custom Fields (if defined), Import, and Attachments.

Field	Description
SELECTION BAR
Project	The name of the current project is displayed. Users can select projects to view or edit if they are in the System Administrator role or have an active role in the project as a Project team or Site Staff member. Users can change the project by either: Clicking the Project button to view a list of the user's current projects Clicking the Left Arrow button to view the previous Project (in alphabetical order) of the user's current list of projects Clicking the Right Arrow button to view the next Project (in alphabetical order) of the user's current list of Projects An icon will display the status of the current project: = Active = Offline = Read Only = Test
Site Number/Name	The name is comprised of the Site number and the Site name. If a Site number has been assigned, it will be displayed; otherwise, it will be blank. The Site name is based on the Site Display Name Field Configuration variable under the Site configuration group. If the value is Institution Name and the institution has not been assigned to the site under the Site Staff module, then Unknown will be displayed. If the value is Investigator Name and the principal investigator has not been assigned to the site under the Site Staff module, then the name of the Principal Investigator will be displayed; otherwise, Unknown will appear. = Startup = Not Used = Open = Enrollment Hold = Closed
Subject Number/Name	The name is comprised of the Subject number and the Subject initials. If the subject's status is either Screening or Screen Failure, then the Screen Number will display; otherwise, the Subject Number will display. The Subject initials will display if the Enable Subject Initials Configuration variable under the Enrollment configuration group is set to true. = Screening = Screen Failure = Enrolled = Completed = Discontinued
SUBJECT DETAILS SIDE PANEL
Domain	The domain for the project is displayed.
Protocol	The protocol is displayed.
Country	The country is displayed.
Site	The site for the subject is displayed.
Site Group	The site group for the subject is displayed. The field will be hidden if the Site Groups have not been defined for this project.
Subject	The subject identification number is displayed.
Gender	The gender for the subject is displayed. This field will be hidden if the Enable Subject Gender Configuration variable under the Enrollment configuration group is set to False.
Date of Birth	The birth date for the subject is displayed. This field will be hidden if the Enable Subject Date of Birth configuration variable under the Enrollment configuration group is set to False.
Age	The age of the subject is displayed. This field will be hidden if the Enable Subject Age Configuration variable under the Enrollment configuration group is set to False.
Race	The race of the subject is displayed. This field will be hidden if the Enable Subject Race Configuration variable under the Enrollment configuration group is set to False.
Ethnic Group	The ethnic group of the subject is displayed. This field will be hidden if the Enable Ethnic Group Configuration variable under the Enrollment configuration group is set to False.
Subject Group	The group for the subject is displayed. This field will be hidden if Subject Groups have not been defined for this project.
Status	The subject's status in the study is displayed.
Consented	The date that the subject provided consent is displayed. This field will be hidden if the Enable Subject Informed Consent Date Configuration variable under the Enrollment configuration group is set to false or if the informed consent date for the subject is blank. The consent time will display if the Enable Subject Informed Consent Time Configuration variable under the Enrollment configuration group is set to True.
Screened	The date that the subject was screened is displayed. This field will be hidden if the Enable Screening Configuration variable under the Enrollment configuration group is set to False or if the screen date for the subject is blank.
Screen Failed	The date that the subject failed during screening is displayed. This field will be hidden if the Enable Screening Configuration variable under the Enrollment configuration group is set to False or if the screen failure date for the subject is blank.
SF Reason	The reason for the screen failure is displayed. This field will be hidden if the Enable Screening configuration variable under the Enrollment configuration group is set to False or if the screen failure date for the subject is blank.
Enrolled	The date that the subject enrolled is displayed. This field will be hidden if the enrollment date for the subject is blank.
Randomization	The date that the subject was given a randomization number is displayed. To activate this field, the Data Import configuration variable, Enable Randomization Status, must be set to True. This field will be hidden if the Enable Subject Randomization Configuration variable under the Enrollment configuration group is set to false or if the randomization date for the subject is blank. This field will include the randomization time if the Enable Subject Randomization Time configuration variable under the Enrollment configuration group is set to True.
Random #	The subject's randomization number is displayed. This field will be hidden if the Enable Subject Randomization Configuration variable is set to false or if the randomization number for the subject is blank.
Discontinued Date	The date that the subject discontinued the study is displayed. This field will be hidden if the discontinuation date for the subject is blank.
DC Reason	The reason for the subject's discontinuation is displayed. This field will be hidden if the discontinuation date for the subject is blank.
Completed	The date of the subject's completion is displayed. This field will be hidden if the completion date for the subject is blank.
Imported	The date of the last import run is displayed. This field will be hidden if the Last Import Runt Time field for the subject is blank.
P. Version	The version of the protocol that the subject enrolled under is displayed.
V. Schedule	This field displays the visit schedule assigned to the subject.
S. Budget	The budget that the subject falls under is displayed. This field will be hidden if the Enable Site Budgets configuration variable under the Enrollment configuration group is set to False.
Custom Fields	One row will display for each Custom Field that meets the criteria below. The caption for each row is set to the Overview Caption of the Custom Field module under System Tables if it has been defined; otherwise, it will be the Custom Field Caption. The Base Table is Subject The Show on Overview check box on the Custom Field module under System Tables is checked The Custom Field is available in the current Project
Visits Tab Columns
Visit	This column lists the Protocol Visits from the Project Tables page for the current subject for this project.
Target Date	This column lists the date that the visit was planned for, if defined. The tool tip indicates the target number of days from a target visit that was used to calculate the target date.
Scheduled Date	This column lists the date that the visit was scheduled.
VISIT STATUS
Visit Status	This column lists the status of the visit for this subject: Blank check box = Potential Check = Completed X = Canceled Yellow Triangle = Late Red Triangle = Missed
Visit Date	This column lists the actual date of the visit. Blank check box = No Visit Date Check = Days are within acceptable range Yellow Triangle = Days are outside acceptable range
MONITOR STATUS
Monitor Status	This column will display the Monitor Status for the visit if the Enable Subject Visit Monitor Status configuration variable under the Subject Visits configuration group is set to True. Blank check box = N/A or Not Monitored Blue Check = Partial Green Check = Monitored X = Not Required.
Monitor Date	This column will display the Monitor date for the visit if the Enable Subject Visit Monitor Status configuration variable under the Subject Visits configuration group is set to True.
Monitor	This column will display the Monitor's initials if the Enable Subject Visit Monitor Status configuration variable under the Subject Visits configuration group is set to True.
Visit Procedure	This column displays the Visit Procedures Icons if the Enable Subject Visit Procedures under the Subject Visits configuration group is set to True.
Other Conditions	This column displays the Other Conditions Icons if the Enable Subject Visit Other Payment Conditions under the Subject Visits configuration group is set to True.
Comment	This column displays comments if entered.