We are having a rather intense study with quite a few follow-up visits. I have written a rule to automatically schedule all the events for a certain subject - it works fine. But there is no information for investigators about upcoming events. With the e-mail rule it will be multiple e-mails for multiple subjets and it does not seem to be convenient.
WHAT I WANT: to let the investigator know about upcoming events for all his subjects. The best thing will be if on the first page instead or together with the "scheduled" icon there is a date of the visit, or a different color for visits next month, next week, tomorrow, out of date etc (but I guess, it's not an option). Is there any way I could generate a monthly or weekly plan for the investigator, or just when he logs in he should be able to see the scheduled events for this week with dates?
I am not very good with explanations, but what I mean is, for example, You have 50 subjects registered, all their visits are scheduled and the investigator can get an idea of what time each visit is scheduled to. (the only thing I can think of is an excel sheet, where You put subject's ID, target date, all visits' dates are calculated automatically and put in subsequent cells. Depending on the time between today and the date of visit they are colored differently - the obvious disadvantage is the inconvenience of having something outside the crf)
I am sure somebody managed to work out a convenient scheduling and timetabling.
Will be very grateful for experience share.