Reports
The report shows us instances and previous historical instances in which an Epic user makes an update to a participant’s research record directly in Epic. Hint: Paul's favorite report.
Epic Enrollment/Audit Report
How often does the RPE discrepancy report get run?
What is weekly? Subject discrepancy report will be updated to a more frequent basis as needed.
Owners of the Epic Enrollment/Audit Report.
The escalation pathway for incorrect enrollments directly in Epic.
What is direct reach out to individual? For direct offenders, the research manager will also be included on the communication.
The report that will show any staff listed in Click IRB that were not sent via integration to the OnCore protocol record.
What is Staff Omission Report?
How often does the HL7 Demographics Discrepancies report get run?
What is weekly basis? This frequency will be updated based on errors documented.
Owners of the Subject Visit Details report.
Who are Kathleen and Paul?
The downtime procedure for subject visit tracking in OnCore.
What is hold on subject visit tracking? The normal institution guidelines for updating subject statuses and visit tracking in OnCore will be on hold during the downtime but will resume when the downtime is completed. At that point, all updates that occurred during the downtime will have the normal update windows applied as outlined in Research - Clinical Trial Management System (CTMS) Policy, 13709.
Custom reports for study records to ensure that minimum footprint data is entered in each protocol and for each subject.
What is Protocol and Subject Minimum Footprint reports?
How often does the staff omission report get run?
What is Monthly?
Owner of the HL7 Demographics Discrepancies Report.
Who is Paul?
The escalation pathway if coordinators are outside of the subject visit tracking policy? Bonus: What is the policy?
What is individual reach out to coordinator and retraining? Bonus: Policy is that subject visit activity must be documented in OnCore within 5-business days of the visit.
The report that will show if a visit has been marked as occurred vs. planned in a specified time frame.
What is Subject Visit Details report?
The recommended cadence for running the subject visit details report.
What is multiple times throughout the week? The team will begin at a weekly cadence and update more frequently if needed.
Owners of the Staff Omission Report.
Who are Ella and Alyssa?
The escalation process for a custom report request.
What is ServiceNow Ticket? The ticket will be triaged by CRSO before being sent to Research IT.
This report displays items across all protocols that are available to be placed on an invoice, but haven't yet been assigned to an invoice.
What is Invoiceable Items report?
The cadence that the FH Data Transfer queries will be run.
What is daily?
Owners of the Invoice Aging Report.
Who is CBO? The Invoice Aging Report allows the GCAs to view invoices that are past due. To be past due, the invoice must have an outstanding balance and an invoice date that is in the past.
The downtime procedure for GCA and ORF invoicing and payment workflows in OnCore.
What is WIP tracker? When an urgent invoice needs to be processed during an OnCore downtime, the GCA will use the WIP tracker to communicate to ORF that an invoice needs to be generated in Lawson. When notified that the downtime has ended, the GCA will be responsible for adding the invoice into OnCore for the appropriate study, using the “L” legacy notation for the invoice created. This notation will not send the invoice from OnCore to Lawson since it has been manually processed in Lawson.