Encounter Display Names

Customize how encounter names appear on the Dashboard and in reports using display-name expressions.

Role required: Project Management

Where display names appear

  • Subject Dashboard timeline
  • Reports and exports
  • Encounter selectors

Subject Encounters list with date, interval, status, and actions
Subject Encounters list with date, interval, status, and actions

Open the display-name expression

  1. Sign in at https://my.studytrax.com.
  2. Open the project.
  3. Go to Projects → Intervals (confirm in app).
  4. Open the interval.
  5. Find the Encounter Display Name Expression field.

Repeating-interval patterns

For non-fixed intervals that repeat, include the encounter index so each occurrence is distinguishable.

PatternExample result
'Year ' + #EncounterIndexYear 1, Year 2, Year 3
'Year ' + #EncounterIndex + ' (' + #BaselineEncounterDisplayName + ')'Year 1 (Baseline), Year 2 (Baseline)
'Month ' + #EncounterIndexMonth 1, Month 2

Expression rules

  • Cannot use isNull(). Use || fallbacks instead.
  • Dates and pick lists. Use getDisplayValue() to format dates in the user's preferred format and show pick-list labels instead of codes.
  • String concatenation. Use + to combine strings.

Icon field

Set an icon for the interval using a Font Awesome name (e.g., capsules, calendar, user-md). The icon appears on the Dashboard.

Related