We’ve been busy working behind the scenes of RexStudy to improve the usability design of a complex, but valuable tool for study managers—automatic visit and to-do generation.

Until now, visits and to-dos were automatically generated for a participant as soon as they were enrolled in a study. This made a lot of sense at the time, but in practice we found that it was too easy to mistakenly enter data for the wrong visit. So, we decided to improve usability by limiting the generation of to-dos to a more practical time period—a “study time period.” This is simply the time during which a participant is expected to complete a series of requirements (or tasks). Rather than generate a long list of to-dos at once, the system focuses instead on visits—a much simpler and streamlined view of upcoming work.


So, when are to-dos generated now? Immediately after you schedule a participant visit.

Visits can be scheduled in a few different ways, including through the appointment calendar or a part of a manual process. Visits can be marked as created, scheduled, skipped, completed, or withdrawn, offering researchers better insights into participant progress through our roll-up reports.

If a participant is withdrawn from a study, their remaining visits and to-dos can be hidden from view to reduce confusion. And when a participant completes a visit, the to-do can be marked as completed—signaling to the study coordinator that the data is ready for entry. This helps study coordinators better track data entry backlogs and adjust resources to meet important deadlines.

Our newly redesigned visit and to-do workflows offer greater visibility into participant progress and reduce the opportunity for errors.



To learn more, contact your Account Manager or reach out to us for a personalized demo.