Visit management

Modified on Mon, 14 Apr at 8:16 PM

The visit management screen is designed to help users efficiently schedule and manage visits within a study. It typically includes a calendar view that displays scheduled visits for a selected time period, such as a day, week, or month.


Key Features:

  1. Calendar View: A visual representation of scheduled visits, allowing users to see visits at a glance. The colors of the visits correspond to their status:
    1. Yellow: Automatically or manually scheduled.
    2. Gray: Forecasted visits that need to be scheduled.
    3. Green: Completed visits.
    4. Red: Missed visits.
  2. Visit Details: By clicking on a visit, information about the visit is displayed, such as visit ID, participant ID, date, time, and status (e.g., planned, completed, missed).
  3. Filtering Options: Tools to filter visits based on criteria like status, date range, site, resources, or participant.


Please note! The agreements shown only contain information that is known within Your Research. 




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