Office Visits should be marked as complete by the Site Administrator using the ‘Mark as Complete' process. The patient will not see any buttons for these milestones under the patient journey or within the upcoming milestone section on their patient facing side of the application, they will see the date they are due to go into the site to compete the milestone. In the case of an office visit, the Site Admin is marking it as complete which is their way of saying that they saw the patient come in for this milestone and they mark the date that the patient came in and completed that milestone. Once the Site Admin has marked the milestone as complete, the Status will be listed as ‘Complete’.

Note: Office Visit milestones have the following actions that can be taken. Please refer to the above sections for more information on each action.

  1. Upload Artifacts

  2. Mark as Complete

  3. View Artifacts


If you click on the ‘Mark as Complete’ icon as seen below, you will be navigated to a message box where you will input the date the milestone was completed andchoose ‘Yes, complete’ to mark it as complete or ‘Cancel’ which will bring you back to the Patient Management screen. If you choose ‘Yes, complete’, the milestone will be completed and you will see a box in the upper right corner of the screen displaying message ‘Success, Milestone Completed’.

help help

After the Site Admin has marked the Office Visit as complete, you will see the Milestone Status as ‘Complete’. Notice also that the Actions available are now only ‘Upload Artifacts’ and ‘View Artifacts’.