Trial Kit Web Help

Getting Started FAQs 9

• Signing Up On Clinical Studio
• Where To Start?
• Why do I not see my study when I login?
• How Do I Create A Study?
• How do I Log In?

See all 9 articles

User Guides 1

• Site Users

Version Release Notes 24

• v4.6 - Last update: October 5, 2019
• v4.5.6 - Last update: May 4, 2019
• v4.5.5 - Last update: February 16, 2019
• v4.5.4 - September 9, 2018
• v4.5.3 - May 13, 2018

See all 24 articles

Other Links 6

• Overview to Building a Study - Progress
• User Preferences
• Locking Your Workstation
• Signing Out of Clinical Studio
• Renew Session Timer

See all 6 articles

System Status 2

• Current System Status and Known Issues
• Past Incidents

Site Coordinator/End User FAQs 11

• Where Do I Start?
• How do I log in to the Android or IOS Application?
• What if I get an error using the Android or IOS device application(s)?
• Forgot Password
• What if I have protocol question on study?

See all 11 articles

Enrolling & Record Entry 5

• Enrolling Subjects
• Entering Records
• Patient Handoff Mode
• Bundled Handoff Mode
• Moving A Subject To A Different Cohort

Navigating Subject Records 9

• Subject Manager
• Subject Records
• Scheduled Visits
• Unscheduled Visits
• Log Forms

See all 9 articles

Queries 3

• Query Types and Overview
• Posting Messages to Queries
• Managing Your Queries

Helpful Reports 4

• My Queries Report
• Action Item Report
• Dashboard Report
• Record Status Report

Inventory Management 1

• Managing Site Inventory

Patient Reporting (ePRO) and Patient Messaging 4

• Providing Patients with ePRO Login Credentials
• Can ePRO subjects enter their data on a web browser?
• What Mobile Devices do you support for ePRO?
• Patient Notifications

Monitoring and Record Review 6

• Record/CRF Reviewing Overview
• Accessing Records Ready for Review
• Reviewing a CRF
• Field Lock Report
• Monitor Report

See all 6 articles

Setting Up Medical Coding (For studies running in Clinical Studio) 1

• Setting Up a Study For Medical Coding

csCoder Website 3

• csCoder Overview
• Setting Up Coding Projects
• Coding In csCoder For the Web

csCoder Mobile App 8

• Mobile App Guide
• Accessing Configurations
• Filtering
• Auto-Coding
• Manual Coding

See all 8 articles

Data Management FAQ's 4

• Can I extract all versions of my Case Report Forms (CRF's) in one Extract (SAS XML, Excel ETC)?
• Why can't one of my user roles extract (export) all data even if they have the permission to export?
• What is the difference between Study Archival and Form Freeze?
• How To Close A Database

Built-In Reports 13

• My Queries Report
• Action Items Report
• Dashboard Report
• Record Status Report
• Study Progress Report

See all 13 articles

Custom Reporting 5

• J-Review
• Report Builder
• Graphical Chart Building
• PDF Upload
• Database Merge Reports

Query Management 3

• Query Overview
• Creating Manual Queries
• Closing Queries

Adding and Managing Users 1

• Adding and Managing Users

File and Document Management 4

• Site Documents
• File Management
• Study Forms
• Study Document Manager

Product Tracking, Inventory Control, IWRS, RTSM 6

• Inventory Management Overview
• Defining Inventories and CRF Attributes
• Importing, Configuring, and Overseeing Inventory
• Accessing and Managing Existing Inventories
• Inventory Roles and Permissions

See all 6 articles

Data Extraction 3

• Extract Study Data By Form
• Extract All Study Data
• Form Status (Record Status) and Record Type Definitions

Manage Mobile Devices 2

• Manage User Mobile Devices
• Manage ePRO Devices

Send ePRO Notifications 1

• Send ePRO Notifications

Data Manager Tools 2

• Re-Run Edit Checks for a New Version of Live Study
• Data Import

Payment Tracking 3

• Payment Tracking Overview
• Configuring Payments
• Managing Payments

Risk Based Monitoring Rules 3

• Risk-Based Monitoring Overview
• Enable Risk-Based Monitoring Function
• Defining RBM

Study Building Guide 2

• Study Building Guide
• Process for Moving a Study Live

Methods of Data Collection 1

• Collecting Data Not Directly Related to a Subject/Patient

Study Builder FAQs 16

• How do I populate and hide visit/Transaction Date to users on the data entry screen?
• Is there a built-in version control system?
• How do I remove all versions BUT keep the latest versioned forms in a new study build?
• How come I added a site or sites and I cannot toggle to them in data entry mode?
• Can I Reuse Study Forms?

See all 16 articles

Customizing the Study Theme 1

• Customizing the Study Theme and Page Content

Randomization and ID Allocations 8

• Randomization Overview
• Defining a Randomization
• Setting up a Randomization Scheme
• Randomization - Confirmation Email Distribution List
• Define User Permissions for Randomization

See all 8 articles

Study Versioning (Mid-Study Changes) 3

• Study Versioning
• Version Manager
• Migrating Subjects To a New Study Version

Importing Data 7

• Data Import Overview
• Preparing Imports - Form Building
• Preparing the Import Source File
• Create Import Configuration
• Mapping a Configuration

See all 7 articles

Form Building Overview and Guide 6

• Form Builder Overview
• Form Building Guide
• Conditional Action/Field Triggers Building Guide
• Field Triggers
• Creating New or Editing Forms

See all 6 articles

Form Types 2

• Website Host Level Form Types
• Study Level Form Types

Form Properties 4

• Design Tools - Toolbox
• Data Field Types
• Form Properties
• Defining Log Forms

Field Types and Properties 17

• Field Labels
• Date and Time
• Normalized Tables
• Text
• Barcode Scanning

See all 17 articles

Form Logic & Edit Checks 14

• Conditional Actions Overview
• Building Conditions
• Advanced Edit Checks (Operators, Time Calculations, Computed Field Functions and Hiding Form/Intervals)
• Disable Fields
• Hide or Hidden Fields

See all 14 articles

Copying, Moving & Reusing Forms 4

• Form Libraries
• Importing & Exporting Forms
• Moving Fields to Another Tab on Form
• Replicate Form

Other Form Builder Tools 11

• Form Editing Tools
• Data Dictionaries
• Annotating Forms
• Previewing Forms
• Auto-Validating Forms

See all 11 articles

Making Mid-Study Changes 1

• Making Form Changes

Labs and Lab Ranges 6

• Labs Overview
• Creating Lab Forms
• Enabling Study For Lab Ranges
• Mapping Lab Ranges
• Matching Lab Sites With Study Sites

See all 6 articles

Functionality Options 2

• Study Configuration Overview
• Functionality Overview

Role Security 2

• Role Security (User Permissions)
• Blind Form Fields by Role

Role Permissions Guide 2

• Study Role Permissions Guide
• Role Permissions Template

Sites and Users 1

• Adding Sites and Users to a Study

Record Review Workflow 2

• Setting up Study Workflow
• Configuring Study for Partial Monitoring

Metrics 1

• Metrics

Query Settings 1

• Query Settings

Audit Settings 6

• Study Audit Settings
• Audit Changes to Subject CRF Data
• Require Reason for Any Change to Subject CRF Data
• Use Coded Instead of Free Text field for Reason
• Allow First Reason to be Inserted to All Other Reasons

See all 6 articles

Study Versioning 5

• Study Versioning Overview
• Adding a Study Version
• Publishing a Study Version
• Viewing Study Version Changes
• Deleting a Study Version

Double Data Entry 3

• Double Data Entry - Introduction
• Configuring Double Data Entry
• Using Double Data Entry

Hooks and Integrations 1

• Integrations and Web Service Hooks

Study Status Settings 2

• Changing the Study Status
• Resetting the Study Status

Removing All Data 1

• Clearing (Deleting) All Study Data

Scheduled Visits 3

• Scheduled Visits Overview
• Setting Up the Scheduled Visits and Visit Cohorts
• Cohorts Defined and Setting Up Multiple Visit Schedules

Unscheduled Visits 1

• Setting Up Unscheduled Events

Form Sequence 1

• Setting the Order of Forms In a Visit Schedule

Interval Date Entry (IDE) 2

• Configuring Interval Date Entry
• Using Interval Date Entry

Configuring Study for Patient Reporting 2

• Setting Up Patient Reporting
• ePRO Push Notification Configuration

How to Provide Patients ePRO functionality 3

• Providing Patients With Login Credentials
• What Mobile Devices do you support for patient reporting (ePRO)
• Patient Single Form or Bundled Forms Handoff Mode

eDiary Configuration 1

• How to Configure eDiary Functionality

ePro Building FAQ's 4

• Why can I see the ePRO patient's email address I am typing?
• When subject withdraws, does subject continue to have access to ePRO forms?
• Why can't subject level user see the form on their device? I set up the form correctly.
• How Do I Send Surveys to Patients?

Account Manager 6

• Creating/Updating Account Profile
• Subscriptions
• Updating Payment Information
• Change Password
• Version Information

See all 6 articles

Account Roles and Permissions 4

• Host Level Roles and Rights
• Role Manager
• Rights Manager
• Grant Rights to all Forms for all Users

Account FAQs 5

• Start Your Own Business With Clinical Studio
• What is the Catch On Pricing?
• How Do I Access Current Subscription Details and Invoicing?
• How do I change the name of my website host?
• Does the study license only apply during data collection?

Customizing the Logo/Theme and Page Content 3

• Site Theme/Appearance Customization Overview
• How to Customize the Site Theme
• Build Web Page

Creating and Copying Studies 5

• Creating Your First Study
• Making Copies of Studies
• What Gets Copied When Creating New Studies
• Re-Using Multi-Versioned Studies
• Host Copy Study

Users 4

• User Overview
• Adding Users to the Account
• User Management
• Site/User Audit Report

Sites 2

• Site Overview
• Adding Sites to the Account

Host Level Role Security 1

• Host/Account Level Role Security

Steps to become Certified 1

• Steps to become Certified

TrialKit Certification Self Training Wizard 0

Website Certification Self Training Wizard 2

• Clinical Studio Website - Self Training Plan Wizard
• Study Building Guide

Medical Coding Self Training Wizard 1

• Medical Coding

SF-12 Interface 1

• Quality Metric

Logging In 1

• How To Sign In

TrialKit Mobile App 2

• How to sign in as a Subject on the TrialKit App
• Completing Subject Forms on the TrialKit Application

Patient Website Portal 1

• ePRO Subject or Patient Web Site Log In