When adding a visit to a patient, the patient becomes the parent of the visit, which is one level higher in the object hierarchy. (See Manage System Objects for more information about the object hierarchy.)
To add a visit to a patient:
1. Access the Patients page. (For guidance, see View Patients.)
2. Click on the applicable caption name.
3. Click the Add Visit/Existing Visit button.
4. Do the following to complete the dialog on the right-hand side of the page:
· Refer to the description at the bottom of the dialog when completing each field. Required fields are displayed in red.
· For the Order Number, you may accept the default value of 0 or enter the order in which the visit is displayed within the patient object. If you accept the default value, the current visit is set as the first (topmost) and the system reorders the remaining visits under it.
· For the OID (Object Identifier), you may accept the default value or enter a new OID if desired.
· The following rules apply the Minimum Occurrence/Maximum Occurrence fields:
o If the Minimum Occurrence = zero, no visit exists by default in the patient. If the Minimum Occurrence = 1, one instance of the visit exists in the patient when the patient is created.
o The Maximum Occurrence = maximum number of instances of the visit that are allowed in the patient.
o If the Minimum Occurrence = Maximum Occurrence, the user cannot add additional instances of the visit to the patient in TrialMaster; the instance number is fixed.
· Click the Save button. The Visits page displays the new visit, which is applied to the # Parents column. Click the applicable link in this column to navigate back to the Patients page. (See View Patients for more information about navigating between system objects.)
