Set Up the Activity Library

Finance

By setting up the Activity Library, you can enter a set of activities once, and then re-use these activities in multiple studies. In Finance, you can set up and use libraries for Patient Activities and Study Activities.

Why use an activity library?

With a site-specific activity library, you can easily add patient activities and study activities from the library to budgets, which eliminates the need to manually enter the same information multiple times.

With the Activity Library, you can:

• Create and store commonly used patient activities and study activities in libraries

• Select multiple library activities to add to a budget

• Use tags to categorize and filter activities

• Add Patient Activities to selected visits

• Easily edit activities that were added from the library