Office of Clinical Research

• PennChart
• PennChart Training and Resources

PennChart Training:

If you need access to any of the health system’s clinical systems, a UPHS Sponsor will need to submit a Non-Payroll Resource request within PennforPeople before logging into KnowledgeLink to register for any PennChart classes. The UPHS sponsor should also request access to Knowledge Link on the same form. 

Once the new hire has a health system profile, the UPHS Sponsor can request training and access to PennChart. To submit the request, the UPHS Sponsor will need the new hire’s Name, DOB and Penn ID.

The PennChart access request form does not live within PfP. It is a separate form that needs to be submitted. Please do not submit the form prior to re-registering the new hire for the required PennChart education in Knowledge Link. PennChart access request form: PennChart Access Request Form

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A UPHS sponsor will need to submit a Non-Payroll Resource request within PennforPeople before logging into KnowledgeLink to register for any PennChart classes (details in paragraph above).

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.  

HIPAA Training: All PennChart Users need HIPAA Training: Protecting Patient Information (HIPAA)

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

Research Coordinator Access: For access to perform research functions (documenting, associating patients to studies, linking encounters to studies, manage My Studies) you need to take two (2) virtual classes:

1. Research Coordinator Class: PennChart Training for Research Coordinators
   • Prerequisite: You must complete the Slicer Dicer virtual training to attend the Research Coordinator class.
2. Ambulatory training: If you have not already taken an ambulatory training class, recommended is: PennChart Training for Ambulatory Medical Assistants (MA) and Clinical Research Coordinators (CRC)

Research Billing Review Access: If you will be conducting research billing review, you also need to take the Research Biller Class: PennChart Training for Research Billers

Scheduling Access: If you need to schedule patients, you also 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 also take: PennChart Training for 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 Privacy Discussion
• PennChart Pending Order for Investigational Product Video

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

• SlicerDicer

• 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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