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09/23/2006
CREDIT:

1. On the Patient Photo Page there is a new checkbox under the Alternate Contact information:
Medical and Personal Information Can be Shared with This Contact Person. By default it is unchecked.

2. There is a new location for uploading Generic Forms into the system. In Generate Reports > General a new link is Generic Forms Download. Forms that are not specific to any particular study can be uploaded and downloaded as needed. Access to this report is controlled in the Staff Profile for each logon user.

3. The Protocol Title has been added to the "IRB Follow-up Sheet".

4. There is now a place in the Staff file for loading an Identifier that may be assigned by the institution to tag staff.

5. Notifying Staff of Financial Event Completion is buried under the Protocol Financials module. There is a new File Operations > System > Staff Notifications column that will default a each protocol financial notification to selected staff. Edit Staff Notifications of Patient Activities.

6. There is a new feature available for institutions that have Financial studies. When a date is entered for a Patient Off Study, CREDIT can look into the calendar and search out Financial Events. If it locates any, it will NOT Ignore them. And, it will move the events to "Today" allowing the staff to Complete the events for Invoicing, or Ignore the events at that time. The control for this is in File Operations > System > System Variable Default Values > #110. That entry default is to Disable the feature, allowing CREDIT to function as it does now, Ignoring ALL events. This request came from an accounting office that feared they would not capture a financial event they were entitled to when the patient ends study.

7. For those institutions that have activated Appointment Times for Patient Calendars, there is a new Daily Report Option that has Hourly events displayed for each staff member. The Report is in the Master Schedule Report: FORMAT: Hourly Day Calendar. This will produce a calendar from 6:00 a.m. thru 8:00 p.m. with staff listed down and time across the top. Patient events that are scheduled for specific times are displayed directly on the time and staff coordinates.

IDEA:
1. See CREDIT items: 1, 2, 3, 4, 7

IRBANA:
1. See CREDIT items: 2, 3, 4
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