Which visits need attention?
Read encounter state and visit type together, then inspect the scheduled or active visit behind a count.
From Encounters
- Clinical Trial Management
- Reports and analysis
Reports for the questions your team asks
Answer operational questions from visit, consent and care evidence records.
Overview×
Clinical Trial Management · Overview
Clinical Trial Management dashboard
This quarter
Encounters in view
6Scheduled
2Arrived
2In progress
2Clinical privileges by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Pending | 43 | ||
| Verified | 16 | 37% | |
| Suspended | 3 | 19% | |
| Expired | 1 | 33% |
Clinical privileges by status
Sample counts per stage
Questions to answer
Which consent needs a check?
Review the purpose, state and expiry date for the patient's relevant document.
Where is specialty work waiting?
Compare specimen type and processing state, keeping the encounter reference close at hand.
From Encounters
Who owns the next action?
Group open and escalated care tasks by assignee and due date.
More reports
Encounter state by visit type List
Count encounters by visit type and Status to see which visits await action.
Clinician visit load Grouped
Group encounters by Clinician and Status for the planned and active care load.
Consent expiry review List
List patient consents by Purpose, Status and expires at before a planned encounter.
Privilege validity review List
List each Clinician, privilege type, Status and effective to for governance review.
Specimen processing state List
Count specimens by specimen type and Status, retaining the linked Encounter.
Follow-up due list Grouped
Group open care tasks by assigned to and Patient with due at.
Charges by encounter Grouped
Sum Amount by Encounter and Status for a service review.
Observation history Grouped
Group Metric, Value and Unit by Encounter and observed at.
Set up Clinical Trial Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.