--- title: Creating A Patient Visit description: Step-by-step guidance for scheduling patient visits in Vestigo, including order selection, visit details, notes, and document uploads. --- [Skip to content](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/creating-a-patient-visit#main-content) English Show submenu for translations [![Vestigo-Logo-Md-1](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/Vestigo-Logo-Md-1.png?width=239&height=75&name=Vestigo-Logo-Md-1.png)](https://vestigohelp.mccreadiegroup.com/en/vestigo?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - - [Contact Us for Support](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/contacting-support) [Contact Us for Support](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/contacting-support?hsLang=en) What can we help with? - There are no suggestions because the search field is empty. 1. [Vestigo Help Center](https://vestigohelp.mccreadiegroup.com/en/knowledgebase?hsLang=en) 2. [Protocols](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en) 3. [Participants and Enrollments](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#participants-and-enrollments) September 25, 2026 # Creating A Patient Visit ## Step-by-step guidance for scheduling patient visits in Vestigo, including order selection, visit details, notes, and document uploads. Users can schedule patient visits on the participant’s profile screen. The scheduled visit includes the Order Description, Visit Date, and Time. Notes can also be entered manually or by using site-built templates. Once the visits are scheduled, they will appear in the Patients visits tab, as well as on the calendar associated with the facility where the user was logged in when entering the visit   1. Navigate to the **Protocol** 2. Click on the **Patients/Subjects Tab** 3. Locate the participant and click on the **MRN![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Sep-14-2026-06-24-44-0337-PM.png?width=566&height=328&name=image-png-Sep-14-2026-06-24-44-0337-PM.png)** 4. Click on **Schedule a Patient Visit** 5. If the participant is actively enrolled in multiple protocols, click **Select** the correct Protocol 6. Select the **Order** from the drop down menu 7. If the order requires **Schedule Information**, enter the requested information 8. Enter the **Visit Date** 9. (Optional) Enter any **Visit Notes**, or use the drop down menu to select a pre built template 10. Click **Save** After saving, the user is navigated to the Patient Visits tab for this Participant. If there are any documents to attach to the visit like IRT information, click on **Manage Files** to upload that information. - [From McCreadie Group](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#main-content) - [Features in Action! 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