Within the Admin Schedule tab, users may associate and generate administrative calendars to a specific study to manage Administrative Calendar events. For information on how to create calendars to associate with a study, see Calendar Management. The main features of the Admin Schedule tab are the ability to select a calendar from your library to associate with a study, or copy an existing calendar that pre-exists within the selected study.
To associate a calendar with a study:
1. From the Admin Schedule page, select the “Select a Calendar From Your Library” link on the right side of the page.
The Calendar Library window displays:
2. To associate one of the calendars listed, select the desired calendar by clicking Select for the calendar.
The selected calendar will display on the Admin Schedule page:
The calendar associated with the study can be managed by clicking the Calendar Name. For more information on managing calendar events and visits, see Calendar Management.
Note: Changes made to the calendar will only affect the calendar for this study, not the calendar template itself stored within the library. See Calendar Management.For more information on how to modify calendars within the Calendar Library.
Note: The calendar should be renamed once changes are made so that the calendar is study specific.
The Event-Visit Grid displays:
From here, the calendar can be customized for the study. The below tabs provide options to update items such as the calendar name status. Existing events can be modified and/or add new events added. Visit information as well as coverage analysis information may be updated as well
Tab Name
Description
Define the Calendar
Edit Calendar Name, Add a Calendar Description, Select a Calendar Category, Set a Calendar Status, and Set a Calendar Duration. For information on how this tab functions, see Add and Manage Calendars.
Select Events
Sequence Events, remove Selected Events, and Select Events from Libraries to include in this Calendar. For information on how this tab functions, see Manage Calendar Events.
Manage Visits
Add New Visits and Manage Existing Visits. For information on how this tab functions, see Manage Visits.
Event Visit Grid
Add Multiple Events to Visits, Modify Sequence and Display, Search for an Events, and Preview Calendar. For information on how this tab functions, see Event-Visit Grid
Coverage Analysis
Specify Event, CPT Code, and Coverage Type based on Coverage Type Legend, and Exporting. For information on how this tab functions, see Coverage Analysis.
Patient Cost Items
Enterprise has an additional tab that allows users to define Patient Cost Items.
Milestones Setup
Enterprise has an additional tab that allows permissioned users to define Milestones for the Study Calendar on the Milestone Setup tab of a selected Study Calendar.
