Page Comparison

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1. If the patient visit occurred as planned:
   1. In "Visit Details" box, complete the following Required fields: Confirm correct visit date, Visit Status is marked as "Occurred"
   2. Once the data collection for the visit is complete, enter the Data Collection Complete Date
   3. Click "Submit and Close"
      
2. If the patient visit does NOT occur as planned:
   1. In "Visit Details" box, complete the following Required Fields:
      1. Correct "Visit Date"
      2. Visit Status
         1. "Missed" (If whole visit was missed)  
         2. "Occurred" (if "Planned Date" is not the same as actual occurred date)
   2. In the Procedures box, complete the following Required Fields
      1. Procedure Date
      2. Procedure Missed (if applicable)
      3. Procedure Missed Count (if applicable)
   3. If a procedure is labeled with a TBD footnote:
      1. The procedure is billable to the Sponsor unless it is performed as the subject's standard treatment. 
      2. This procedure must be marked SOC (standard of care) whenever applicable.  
      3. This is the only time a coordinator should check or uncheck the SOC checkbox next to a procedure.
         
      4. Once you check the SOC box, you will get a pop-up box asking the reason for the change.  Enter the reason and your full name, in case the Financial Coordinator has questions.
         
   4. Enter Comments as appropriate
      1. Comments added in the Clinical Comments field will populate on the Subject Calendar with a (C) next to the visit.
         
   5. Once the data collection for the visit is complete, enter the Data Collection Complete Date
   6. Click "Submit" and "Close"
      
3. If the patient visit is NOT scheduled to occur as planned
   1. In "Visit Details" box, complete the following Required Fields:
      1. Update "Visit Date" with new/corrected Planned Visit Date
      2. If the new New planned date requires may require a calendar reset, please contact a department Super User or the OST. This will change future planned visit dates based on the new date manually entered for the current visit.
   2. In the Procedures box, complete the following Required Fields:
      1. Procedure Date
      2. Procedure Missed (if applicable)
      3. Procedure Missed Count (if applicable)
   3. Enter Comments as appropriate
   4. Once the data collection for the visit is complete, enter the Data Collection Complete Date
   5. Click "Submit and Close"
4. If the patient visit is N/A
   1. In "Visit Details" box, complete the following Required Fields:
      1. Update "Visit Status" to N/A
   2. In the Procedures box, check the "N/A" box for any/all procedures at this visit
   3. Enter comments in the auto-generated pop-up window
   4. Click "Submit and Close"
   5. These N/A visits will not show up in the last visit column of the CRA console. Only occurred visits will
5. If a visit was marked as N/A, but the patient ended up coming in:
   1. Select the visit from the subject calendar
   2. In the bottom right, click the "Delete" button
   3. In this context, the Delete button acts as a reset, it deletes the information entered within that visit - it does not delete the visit from the calendar completely

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