04/19/2008
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CREDIT:
1. There is a new Form in Reports > IRB > Protocol Termination Form. When the form is loaded, macros pull from the IRB: Review Log module for Permanently Closed Studies for a selected meeting. To facilitate the selected Status for inclusion in the Form Creation, File Ops > IRB Meeting Environmental Defaults has a new setting: "Protocol Termination Form Status Trigger" which is defaulted to "Permanently Closed".
2. The Patient Audit Report now has the Audit Date linked to pop-up the printable page for the specific linked entry.
3. Invoiced Patient Milestones are now locked and cannot be unchecked in the Patient Calendar unless removed from the invoice.
4. The Staff License Report now has links for each staff name. The link pops up the staff profile page for editing and saving.
5. There is a new CTSU "Withdrawal from Protocol Participation" form. The template is managed in Reports > IRB > CTSU Withdrawal Form. The form can be printed under each protocol in the IRB Review History or IRB Revision Log area. A new check-box allows for tagging the entry for the new form. And, once saved, a new link in the EDIT column is: "Print Withdrawal". The link pops up the document and launches the print module.
6. When editing a Protocol IRB Adverse Event entry, there is now a "Save and Print Adverse Event" button on the page. If additional studies are added via the popup edit system, the print will also load those for printing.
7. Inside of the Financial Invoices for a study, the EDIT button for Payors pops up the Mailing information for the selected Payor. A new button now allows for showing the connections between the payor and Invoices and\or Payments ("Show Attachments").
8. When a Payment is made by a Payor, and it is flagged for a different, specific, Protocol. After the entry, the Specific study can be removed from the page.
9. The mail system now allows for deleting selected messages (check boxes). Items deleted from the Inbox are sent to Trash folder. Messages deleted from the Trash Folder are permanently Removed. Messages selected for deletion from the Sent box are permanently Removed.
10. The new Protocol Importer now has System options to allow for preserving existing events even though the new protocol to import does not contain those events. This is particularly handy when staff has modified a protocol by adding Financials. Traditionally, the new protocol import would remove the Financials because the master protocol being imported did not contain those events. Now, however, those events can be preserved. The control for these features is in the File Ops > System > System Variable Default Values. Drugs, Labs, Activities, and Financials can be tagged for preserving at time of import. By default, no existing entries are preserved (which is the historical case). Administrators are urged to Enable the Preservation of Financial Events.
IDEA:
1. See CREDIT items: 1, 2, 3, 4, 5, 6, 9
2. There is a new Pharmacy Report: Auto Mailer. It allows for viewing all protocols and the mailing settings for each study.
IRBANA:
1. See CREDIT items: 1, 4, 5, 6
2. Meeting Minutes can now be displayed and edited under each protocol\event. Prior to this upgrade, entering Meeting Minutes for an event required using the Report: Meeting Activity Recorder. |