Scheduler

Appointment Calendar
Timeline

Display:

Select Date:

Filter By:

Scheduled Appointments

Available

Scheduled

Checked In

Checked Out

Canceled

Unavailable

Schedule New Appointment

Select a Study

Filter by local ID or Study Name:

Select the study you want to schedule with and click "Next"

Visit Summary

Study:
Investigator:

Select a Visit

Filter by Visit Name:

Select the visit you want to schedule and click "Next"

Visit Summary

Study:
Investigator:
Visit:

Select a Subject

Filter by MRN or Subject Last Name:

Select the subject you want to schedule for this visit and click "Next"

Add New Study Subject

Visit Summary

Study:
Investigator:
Visit:
Visit Duration:
Subject:

Select Search Range

Start Date		End Date
Earliest Start Time		Latest End Time

Visit Summary

Study:
Investigator:
Visit:
Visit Duration:
Subject:
Date Range:
Time Range:
Day(s):
Please review resources of your template

Visit Resources

If template is correct click "Search Availability"

Visit Summary

Study:
Investigator:
Visit:
Subject:
Override Reason:
Comment:

Select a Room:

Start Date/Time:

Visit Summary

Study:
Investigator:
Visit:
Subject:
Room Selected:

Please fill in two of the following four fields to find a subject.
Last Name
MRN
Birth Date (MM/DD/YYYY)
Subject Scheduler ID

Study:
Local ID:
PI Last Name:
Visit Name:
Subject Name:

Study:
Local ID:
PI Last Name:
Visit Name:
Subject Name:
Check-In:

Study:
Local ID:
PI Last Name:
Visit Name:
Subject Name:
Checked Out:

Study:
Local ID:
PI Last Name:
Visit Name:
Subject Name:
Cancelled:
Cancellation Reason:
Comment:

Specific Days	All Weekdays Monday Tuesday Wednesday Thursday Friday

	Saturday Sunday

Study:
Local ID:
Investigator:
Visit:
Subject:
Visit Start Time:
Visit End Time:

Scheduled Start Date/Time*
Override Reason*
Reschedule based on*	Cancelled Visit
	Visit Template

Resource*		Billable for the visit?
Resource Start Date*		Resource Start Time*
Resource End Date*		Resource End Time*
Override Reason*