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Specimen and visit level data can be collected in a single step or in two steps. The single step process bypasses the visit page where detailed clinical data is recorded. The two-step process allows you to record clinical information about the patient at each visit prior to recording sample collection.

Example of Events (Visits)

Longitudinal studies have several expected visits for each participant. Each visit can be pre-programmed to autofill the expected values into the standard fields.

This is an example of 3 expected visits in our Demo Study. Different biospecimens will be collected at each time point.

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This is an example of some expected primary specimens to be collected at the Baseline visit: 4 Whole Blood samples, each of which will be used to process into different biospecimens after they are received at the lab.

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Expanding each of the primary samples by clicking on the arrow to the left of the description will show the expected derivatives and aliquots to be processed after receipt of the whole blood. The lab will creat 6 aliquots of plasma and 3 aliquots of PBMCs from 24 mL of whole blood received in the CPT tube.

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Each protocol will be designed to specifically represent the biospecimens expected for that protocol.

Visit Level Page

Each visit will have different characteristics and these can be recorded on the visit page.

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The standard fields include:

  1. Visit date

  2. Status: (Complete, Pending, Missed, Not Collected)

  3. Visit Site

  4. Clinical Diagnosis (multiple select): ICD 10 codes

  5. Clinical Status

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This page can be skipped if no clinical information will be recorded or to record it later.

To record the clinical data at the time of specimen collection, choose ‘Collect Visit’ from the specimen table on the Participant overview page.

To skip the visit data page, you can record only the visit date and site by proceeding directly to ‘Collect Specimens’ either from the Add Participant page or from the specimen table on the participant overview page.

  1. Collecting visits or specimens directly from Participant overview page:

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  2. Bypass Visit collection page from ‘Add Participant’ step. By choosing 'Proceed to Collection' upon registering a participant, the Visit page will be skipped and you will be navigated directly to the planned specimen collection page for the visit chosen.

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