CTMS

Overview

Occasionally, a participant may require an unscheduled visit, or a visit with a purpose outside of the study’s scheduled visits. In SiteVault, these are categorized as ad hoc visits.

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Add an Ad Hoc (Unscheduled or Unexpected) Visit

1. Navigate to Studies > Select Study > Participants.
2. Select the participant.
3. Select Visits.
4. Select Add Visit.
5. Select from one of the following options:
   • Unscheduled Visit
   • Adverse Event
   • Early Termination
   • Any custom ad hoc visit as defined in the study schedule
6. Optionally, select the scheduled date for the ad hoc visit.
7. Select Save.
8. Select the visit name to open the newly created unscheduled visit.
9. Update the visit information with the following:
   • Enter details in Notes.
   • Add appropriate activities.
   • If applicable, update the status.
   • Select Save.
10. Review the participant’s upcoming visits, then update scheduled dates as needed.