Enter an encounter

Record a visit or data-collection event for a subject.

Role required: Subject Management

Open or create an encounter

There are several ways to work with encounters:

From the Timeline

  1. Open the subject.
  2. On the Timeline, find the interval.
  3. To create: click under the interval to add an encounter.
  4. To edit: click the date of an existing encounter.
  5. For non-fixed intervals: use the sidebar or Details → Encounters (confirm in app).

Encounter Overview showing forms, status, and action items
Encounter Overview showing forms, status, and action items

From Details → Encounters

  1. Open the subject.
  2. Go to Details → Encounters (confirm in app).
  3. Click + or Create to add an encounter.

From Home → Encounters

  1. On Home, open the Encounters tab (List or Calendar view).
  2. Open an encounter from the list.
  3. How to create from the calendar view is not confirmed.

Encounter fields

  • Date — when the encounter occurred.
  • Forms — variable groups attached to this interval; enter data in each.
  • Status — Complete, Incomplete, or Unknown. The Timeline may also show Due, Missed, or Not Due.

When you cannot create an encounter

The system enforces visit logic:

  • A follow-up encounter requires a Baseline encounter first.
  • A Baseline encounter requires the subject to have passed screening (if screening is enabled).
  • A screening encounter is blocked if a prior screening failed.
  • A non-fixed follow-up cannot occur during screening.
  • A non-fixed screening cannot occur after the subject is enrolled.

Related