Adding a visit to an enrollment

Visits are added to an enrollment on the Specimen Management page.

About this task

A visit must be created before you can enter specimen information in LDMS.

Tip: If you want to create a new visit for a specimen that already exists, you should co-enroll the primary specimen instead of adding a new visit to the enrollment. During the co-enrollment process, you will have the opportunity to create a new visit.

Procedure

  1. Click Specimen Management from the LDMS menu bar.
  2. Find the participant to which a visit will be added.
    Use filters from the left side of the page to find the participant.
  3. Select the [ID2] from the list.
    The label for the [ID2] box will depend on the project. Common labels are “study” and “protocol”.
  4. Click the down arrow next to the Edit [ID2] button, and then click Add Visit.

    Figure: The Edit Study menu. In this image, the label for ID2 is “Study”


    Screen image: Shows Add Visit menu option selected.

    The Add Visit window will open.

    Figure: The Add Visit window


    Screen image: The Add Visit window, with visit information completed.
  5. Select the clinical site where the visit occurred from the Clinic list.

    If you want to know the name of the site, hover over it with the mouse pointer.

    Note: The list of clinics and clinic ID numbers are maintained by Frontier Science and cannot be modified by users. For more information, contact LDMS User Support.
  6. (If required by the project) Select the ID3 from the ID3 list.
    ID3 is typically used for a sub-study or sub-protocol.
  7. Select the date that the visit occurred or will occur from the Collection Date list.
    If the visit occurred or will occur over more than one day, you must add a new visit for each date.
    Note: Future dates are allowed in the Collection Date field.
  8. Enter the visit value and visit unit for the visit into the Visit Value boxes.
    If you want to see what a particular visit unit means, hover over it with the mouse pointer.
  9. Click the Save button.