Moving A Subject To A Different Cohort

Instructions

Visit cohorts are used when there are varying visit schedules on which subjects can exist on. For example, some subjects may need a 6 month follow up visit, but another cohort of subjects does not.

The ability to move individual subjects from one cohort of the study to another is permission that must be granted. If a user has this permission, the following will be possible on the app and the web:

Web: 

App:

Moving Subjects Between Cohorts In Batches

To move batches of subjects within a single site, users must have access to the visit schedule design page. On the web, the following link can be seen on the right side of the page:

Once selected, users can choose a target cohort, site, and which subjects need to be moved.

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