Visit Prep Checklist

CRC/Ns complete the tasks below when preparing for subject visits anywhere from one week to 2 days before the visit, depending on the DOT workflow.

• For studies that involve radiotherapy, review the Radiation Therapy Workflow and schedule a consultation with a radiation oncologist and a planning CT as soon as a potential participant is identified, as this process can take 2-3 weeks.
  
  
• Enter/send orders for tests/procedures: Enter orders in Health Link for patients being seen at UW Health or send orders to external facilities via their preferred method. In Health Link, orders are entered in visit encounters, e.g., office visit, telephone, research encounter when applicable. Orders Only encounters are used in certain situations, e.g., to order labs/procedures in between visits, place orders in preparation for future research only/outpatient visit. Refer to the applicable section for ordering details: Labs, Scans, ECG, ECHOs, MUGA  Link the order with the research study. Refer to UW Health: Encounter and Order Linking Guide for Research Coordinators and UW Health: Linking Orders to Research Studies - FOR CLINICIANS.
  
  
• Associate the order with subject’s cancer diagnosis and Z00.6 diagnosis. Refer to UW Health: Encounter and Order Linking Guide for Research Coordinators.

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