1. Site Users (Day 1)

  1. Enrolling and Record Entry
  2. Navigating Subject Records
  3. Queries
  4. Helpful Reports
  5. Patient Access (ePRO)
  6. Site Coordinator/End User FAQs

 

2. Data Managers (Day 1) 

  1. Built-in Reports
  2. Custom Reporting 
  3. Query Management
  4. Adding and Managing Users
  5. File and Document Management
  6. Inventory Management
  7. Data Extraction
  8. Manage Mobile Devices
  9. Send ePRO Notifications
  10. Data Manager Tools

 

3. Study Builders – Building Studies (Day 2)

  1. Study Building Guide
  2. Study Builder FAQs?

 

4. Study Builders – Building Forms (Day 2)

  1. Form Building Guide
  2. Conditional Action/Field Triggers Building Guide
  3. Form Building Best Practices
  4. Field Triggers
  5. Common Form Building FAQs?


5. Mobile Device Form Building

 

6. Study Builders – Study Settings (Day 3)

  1. Study Configuration Overview
  2. Functionality Overview 
  3. Role Security 
  4. Role Permission Guide 
  5. Sites and Users 
  6. Record Review Workflow 
  7. Metrics 
  8. Query Settings 
  9. Audit Settings 
  10. Study Versioning
  11. Double Data Entry 
  12. Hooks and Integrations 
  13. Study Status Settings 
  14. Removing All Data

 

7.. Study Builders – Subject Visits (Day 3)

  1. Scheduled Visits
  2. Unscheduled Visits
  3. Form Sequence
  4. Interval Date Entry

 

8.. Study Builders - ePRO (Day 3)

  1. Configuring Study for Patient Reporting
  2. How to Provide Subjects ePRO Login Information
  3. eDiary Configuration

 

9.. Monitoring and Record Review (Day 3)

  1. Record/CRF Reviewing Overview
  2. Accessing Records Ready for Review
  3. Reviewing a CRF
  4. Monitor Report
  5. Field Level Review and Risk-Based Monitoring

 

10. Medical Coding (If Applicable)

  1. Medical Coding on Browser
  2. Medical Coding on Application 

 

11. Payment Tracking Overview (If Applicable) (Day 4)

  1. Payment Configuration
  2. Managing Payments


12. Lab Management Overview (If Applicable) (Day 4)

  1. Creating Lab Forms
  2. Enabling Study For Lab Ranges
  3. Mapping Lab Ranges
  4. Matching Lab Sites With Study Site
  5. Entering Lab Data


13. Randomization

  1. Defining Randomization
  2. Allocating and Managing Randomization


14. Trial Supply Management


15. Account Management (Day 4)

  1. Account Manager 
  2. Account Roles and Permissions
  3. Account FAQs
  4. Customizing the Logo/Theme and Page Content

 

16. Account Management – Studies, Users and Sites (Day 4)

  1. Creating and Copying Studies
  2. Users
  3. Sites

 

17. ePRO studies and patient reporting


18. Patients (Day 4)

  1. ePRO Mobile App
  2. ePRO Website
  3. Handoff Mode


19. eConsent