Overview

The Overview section can be accessed by clicking the Overview menu item at the top of the screen.

This section shows an interactive overview of Department/Registry Events, so you can easily view the status of an Event for all patients.

In the example below; Clinical Study A has been chosen as the department entity. Clinical Study A involves several events e.g. Patient Enrollment, Stage 1, Stage 2 and End Stage.

The first event Enrollment requires several forms to be completed e.g. Contact Record (General), Enrollment and History and Physical. 

After the Enrollment event a series of Follow Up forms should be completed as part of the Stage 1 event.

Click on the patient’s name to be taken to their Summary screen, or click on the circle to view a pop-up of the data, and then click on the form stage to be taken to that form.

  1. 1

    This will display if the form definition is assigned to the Form Group associated to the Department Event but there is not a form instance with the Department Event associated.

  2. 2

    This will display if there is a single instance of the form definition with the Department Event assigned and the Workflow Stage set to Stage One (Incomplete).

  3. 3

    This will display if there are multiple form instances of the form definition with the Department Event assigned and all form instances have a Workflow Stage set to Stage One (Incomplete).

  4. 4

    This will display if there is a single form instance of the form definition with the Department Event assigned and the Workflow Stage set to Stage Two (Completed – Awaiting Approval) or Stage Three (Completed & Approved).

  5. 5

    This will display if there are multiple form instances of the form definition with the Department Event assigned and all form instances have a Workflow Stage set to Stage Two (Completed – Awaiting Approval) or Stage Three (Completed & Approved).

  6. 6

    This will display if there are multiple form instances of the form definition with the Department Event assigned and the form instances have differing Workflow Stages.

Events are configured by system administrators. To learn about configuring events and other admin tasks see the admin section.