Open the Visit Dashboard

The Visit Dashboard is the main workspace for an Investigator after data has been uploaded. It is where you review uploaded series, open the viewer, complete forms, respond to queries, and submit the visit.

Find the Correct Visit

Start from the Study Repository. Locate the patient row and then find the visit column you want to work with.

Screenshot - Locate Visit Dashboard from Repository

Click the colored visit tile to open the Visit Dashboard for that patient and visit.

What You Can Do in the Visit Dashboard

Once the dashboard opens, you can:

  • review the current visit status
  • inspect uploaded series in the folder area
  • open Preview Image to access images, forms, and queries
  • submit the visit when everything is complete

Screenshot - Investigator Visit Dashboard

The most common Investigator actions are highlighted below.

Screenshot - Investigator Visit Dashboard Actions

  1. Use Preview Image to open the viewer for images, forms, and queries.
  2. Review the visit content area before taking action.
  3. Use Submit when the visit is complete and ready to move forward in the workflow.

When to Use This Page

Open the Visit Dashboard whenever you need to:


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