Setting new subject defaults

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You can set default provider and clinical institutions that will appear automatically on each new Add Subject Records form. The New Subject Defaults buttons are located on the Subject Info/Navigation portion of the Preferences form. A Create List form appears and you can drag names from the Full Provider List to the list of default providers on the right. You can designate multiple providers and Clinical Groups using this method. Clicking on one provider or Clinical Group name before saving the preference will designate them as the primary provider or group.

Related topics

Entering subject records

Assigning Providers and Clinical Groups

Designating primary Providers and Clinical Groups