SCRCM

Society for Clinical Research Coordination and Management

Epic APM/EMR Research Workflow – OCR

All research staff working on studies that utilize Health System clinical applications (Epic, MedView, Sunrise Clinical Manager, etc.) must receive training before they can access the electronic applications.

All new research coordinators or current research coordinators who will need access to Epic must complete the PennChart Research Workflow-OCR course.  Registration for the course can be completed through KnowledgeLink. Search the term ‘PennChart Research Workflow’ to find upcoming course offerings.   

Topics covered include:

  • Subject registration
  • Maintaining the enrollment record
  • Attaching a research guarantor number
  • Navigating the EMR
  • Scheduling
  • Placing research orders
  • Research billing reconciliation

All Credentialed Research Coordination staff (RNs, NPs) requiring the ability to place and SIGN orders must complete the following course in addition to the PennChart Research Workflow – OCR Course: All training can be viewed in KnowledgeLink.