TrialPath displays scheduled visits in three views: Carousel View, Calendar View, and Scheduler View. You can select the view that’s best for you and open the scheduled visit. Alternatively, from a participant visit schedule, you can open a scheduled or unscheduled visit.

Select a view

At the top left of the Snapshot page, click a schedule icon to select a view of scheduled visits.

Icon	View Description
	Carousel View (Default) - Displays scheduled visits on a circular timeline. Scroll forward or backwards to view daily schedules.
	Calendar View - Displays scheduled visits on a traditional calendar. You can view a day, week or month.
	Scheduler View - Displays a list of visits and includes the ability to filter by study, status, dates, visit name, subject ID, and location. Also displays an alert with the number of visits that need to be scheduled within an appropriate window of time.

Note: The Show Only My Visits filter displays visits for which you are designated as the Active Investigator, Active Research Coordinator, or Active Data Coordinator.

On any selected view, click the Visit Name to open the scheduled visit in the participant record.
Carousel view

Calendar view

Scheduler view

Open a visit from the participant record

On the top navigation bar, from either Studies or Patients, select the study name.
To see a list of participants in that study, click the Participants tab.
On the Participant list, search for the participant by name, or click Filters to filter by Medical Record Number (MRN), Subject ID or other criteria.
To open the participant record on the Visit Schedule tab, click the participant name.

On the participant visit schedule, to open the details for a visit, click the visit tile.

Complete Visits