Office of Clinical Research

• PennCTMS
• PennCTMS Tip Sheets

CTMS Tip Sheets

Study Management

PennCTMS: Managing Study Site Status

• Manage and determine study site statuses, study start/end date, and current status

PennCTMS: Managing Study Teams

• Adding study team members, manage access rights, and deactivating team members

Subject Management

Syncing PennCTMS with PennChart (Epic)

• Subject statuses and bi-directional flow between PennCTMS and PennChart

Penn CTMS: Subject Status Flow Chart

• Recommended workflow for subject statuses

Locating a UID/MRN in PennChart

• Where to find the universal identifier in EPIC

Creating New Patients/Subjects in PennCTMS

• Creating a patient record in your home organization when not found in an EPIC search
• Creating an external organization patient record

Reporting

PennCTMS: Reporting Tip Sheet

• Overview of helpful quick reports in the PennCTMS

PennCTMS: Quick Reports User Manual

• Comprehensive manual for using quick reports

PennCTMS Quick Reports: Accrual

• Use Quick Reports for subject status counts, enrollments, and accrual

Post-training tips for PIs and Research Staff

PennCTMS: Post-Training Tip Sheet

• At a glance tips to help staff post-training or if you need a refresher on functions such as adding people to study teams, updating statuses or PennCTMS requirements

PennCTMS: PI and Medical Director Assessment & SAE CRF Sign-off 

• Process overview for PI and Medical Directors to sign off on SAE CRFs in the PennCTMS.

Calendars and Forms

Calendars (Patient Schedules)

• Assigning calendars (Patient Schedules) to subjects and managing visits/events

Form Status Definitions

• Managing form statuses for eCRFs and monitoring

Query Status Definitions

• Managing query statuses on monitored forms