Using your preferred digital calendar platform (such as Gmail, Outlook, or Teams), you can create in-person or virtual study visits for a study participant to view details about and join in the MyVeeva for Patients app. You can create an in-person visit with instructions in the body of the invitation, or you can create a virtual visit containing a virtual meeting join link. Visits you create are organized in a list view for a participant to view and join from the To-Do page in the MyVeeva for Patients app.

Guidelines

• You must have invited a participant to use MyVeeva for Patients in order to schedule visits for them in SiteVault. Using SiteVault to send eConsent forms or share study documents automatically invites participants to use MyVeeva for Patients.
• You can only create a visit while using an email address that’s linked to a SiteVault user account.
• The participant is notified when you create, modify, or cancel a visit, and when the visit is approaching.
• The site is notified when a meeting is successfully processed and added to the participant’s visit list and if an invitation fails to process.

Create a Visit

1. Navigate to Studies > Select a study.
2. Select the Participants tab > Select a participant.
3. Select View Details.
4. Locate the MyVeeva Calendar Alias field and copy to your clipboard.
5. In your preferred digital calendar platform, create a calendar appointment and enter the participant’s MyVeeva calendar alias as an invitee.
6. Enter the correct date, time, and description for the visit. These details appear on the participant’s visit list in MyVeeva for Patients exactly as you enter them. Rich text formatting such as bold, italics, and underlines are supported. Ordered or bulleted lists, tables, indents, and attachments aren’t supported.
7. If a visit is a virtual visit (such as through Meet, Skype, Teams, or Zoom), enter the virtual meeting join details in the description. The participant can join the virtual meeting in the MyVeeva for Patients app at the appropriate time.
8. You can invite multiple study participants to the same visit by entering all applicable MyVeeva calendar aliases as invitees.
9. Send the appointment invitation. The appointment is added to the participant’s visit list in MyVeeva for Patients.

Update or Cancel a Visit

• You can update or cancel a visit’s details (such as the date, time, and description).
• The changes you make to the visit apply to the participant’s visit list in MyVeeva for Patients. Canceling a visit removes it from the participant’s visit list.
• The participant is notified when you update or cancel a visit.
• The site is notified when an update or cancellation is successful or if it fails to process.