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How to do study setup for patient from site A going to site B for operation/treatment?

If a subject is being seen at site A and would like to continue care at site B. You can create a site called “A-B” that would allow both sites access to the records for the subject. 

  1. Navigate to the settings 
  2. Click on study 
  3. Click Manage institutes
  4. Add institute “A-B”

After which you can assign the subject to the new “A-B” institute. 

Please note users from each site will need the necessary User Rights to be able to view the Records in the new institute.

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