Office of Clinical Research

• PennChart
• PennChart Training and Resources

PennChart Training:

We recommend you log into KnowledgeLink, with your PennKey before clicking on any of the links.  Completion of the training will be recorded in your KnowledgeLink learning history.  

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All new users need the Access Request Form: For new users, that do not have access to PennChart, the department’s designated UPHS Lawson Manager is required to submit an access request form: http://uphsxnet.uphs.upenn.edu/is/epic/epic_accessrequest.html

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If you need PennChart access to only view information, you need:

View Only Access: For View Only access to PennChart (online course): PennChart View Only

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For access to perform research functions (documenting, writing progress notes, associating patients to studies, linking encounters/appointments, manage My Studies) you need:

Research Coordinator Access:  you need to take two (2) in-person classes:

1. Research Coordinator Class: PennChart - Research Coordinator - OCR
2. Ambulatory training: If you have not already taken an ambulatory training class, recommended is: PennChart Ambulatory Training for Medical Assistants (MA) and Clinical Research Coordinators (CRC)

If you will be conducting research billing review, you need:

Research Billing Review Access: you need to take the Research Biller Class: PennChart - Research Biller - OCR

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You may need to take additional classes depending on what you need to ba able to do in PennChart:

Scheduling Access: If you need to schedule patients, you need to take the Basic Scheduling Class: PennChart APM Schedgistration: Basic Scheduling

Beacon Protocols: If you will be using Beacon Protocols, it is recommended that you take:  PennChart Treatment Plans (Beacon) for Non-Oncology Providers

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Resources

PennChart Guidance:

• Care Everywhere: Appropriate Use Guidance for Research
• Guidance for Suppressing Research Results from myPennMedicine
• Guidance for Blinded Studies and My Penn Medicine

PennChart Manuals:

• PennChart Research Coordinator Manual

• PennChart Research Biller Manual

PennChart Tipsheets:

General Tipsheets

• Adding/ Removing Users from Research Record  

• Certificate of Confidentiality FYI Flag

• Exporting Results

• Find Patients Associated with My Research Studies

• Inpatient Progress Note Using Research Notes

• Inpatient Research Order Association

• Locating Patient History

• Patient Associations

• Patient UID

• Pending Order for Investigational Product 

• Pending Order for Investigational Product Inpatient

• Pending Research Orders

• Recruitment Through Data Analytic Center (DAC)

• Release Restrictions Flag - Certificate of Confidentiality

• Reporting Workbench

• Research Home Dashboard 

• Research Learning Home Dashboard

• Research Opt-Out

• Research Order Association

• Research Study Enrollment Check Box

• Research Visit Type

• Scanning Research Informed Consents

• Study Monitor Patient Management

• Specialty Billing Folder

• Update Multiple Patient Associations

• Viewing Inpatient Admission Data 

InBasket Notification Tipsheets

• ADT Notification

• Appointment Change Notification

• Deceased Patient Notification

Research Billing Tipsheets

• Research Billing Review

• Research Billing Review: Filter By Earliest Date

• Research Billing Review: Hierarchy

• Research Billing Review: Hospital Charge Review

• Research Hospital Billing Escalation

• Research Professional Billing Escalation

• Radiology BSA Modifier

• RES Modifier

• ICD-10

• UPHS03 Level of Service

Scheduling Tipsheets

• Associate an Encounter During Scheduling

• Associate an Encounter From the Appointment Desk

• Customizing Schedule

Beacon Tipsheets

• Linking a Beacon Protocol to Research 

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