How to create a protocol schedule?

Modified on Tue, 16 Aug 2022 at 01:32 PM

The system itself can inform about the upcoming patient visit or about the procedures to be performed, for this you need to enter your protocol diagram.


1. Open: Clinical Trials

    Click on the capsule symbol on the left side of the screen.


From the list of previously entered clinical trials (see how to -> How to add or edit a clinical trial?) select the test you are interested in (by clicking on the name of the test).


2. Click: Protocol (the button is on the lower left side of the screen)

    There you will find your current and archived protocols.




3. Click: Add new protocol


 The protocol consists of three elements: visits and procedures, and the arms (if  the protocol is multi-arm).


You can create individual visits using the plus icon.

The new visit will appear on the right. Use the pencil icon to fill in the detailed information about a specific visit.

Add to the list of procedures, using the plus icon, all procedures that occur within your examination (procedures are selected from the drop-down list, see how to add a given procedure to the list -> Defining procedures and creating assigned forms).


Mark which procedures should take place during the visit.

If a given procedure is an additional procedure - mark the dollar symbol. In this case, the person introducing the visit will each time have the option to mark whether a given procedure has taken place. Only after this is selected - the system will calculate the amount due.

If your examination is multi-brachial, add an arm to the examination by right-clicking on the visit name and selecting "Add arm" from the menu.


The arm will be added below the Start Research Path.

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