07/05/2009
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CREDIT:
1. For protocols that have financials enabled, there is a new feature that allows for uploading scanned payment checks. Each check number is now linked. When clicked, a popup window appears allowing the user to browse and locate the scanned check. When saved, the popup window closes and the main invoice\payment page reloads with a small check image to the left of that entry. Clicking on the image allows for OPEN, REMOVE, or REPLACEing.
2. The Financial Report: Invoice Register now has Invoice # links that popup the details (print view) of the invoice listed.
3. If there are actual Certificate Documents uploaded for the Institution, there is now a new link under each Protocol > Mini Menu > Submissions. The button "Certificates" will popup a window that holds those links do download and\or open the certificates listed.
4. The Protocol Submissions Module now allows for uploading a document associated with every submission. The document can also be managed via "Open, Remove, Replace" with a popup by clicking on the name of the submission Document.
5. There is a new field in the Financials Payee Information Popup: Purchase Order Number. The field prints on the Invoice, last line in the REMIT TO: box.
6. The patient photo page allows for uploading a photo of the patient. Now, a new feature (which must be enabled to use it) allows for uploading a scanned Patient ID Card. Any scanned image (Drivers License, Photo ID, Passport Page, etc...) can be uploaded.
7. The Patient Protocol Page Toolbox (Mini-Menu) now contains other protocols that the patient is on. This eliminates the need for going to the Photo Page again to migrate into other studies for the patient. Additionally, if an ID Card has been uploaded, it will display on the Toolbox. Further, the image displays are linked to quickly load the Patient Data (Photo Page) without using the Mini-Menu option to get there.
IDEA:
1. See CREDIT items: 3, 4, 6, 7
IRBANA:
1. See CREDIT items: 3, 4
2. The Protocol Status is controlled by the most recent IRB Log entry (History or Revisions), and is not allowed to be changed on the Protocol Data Page. For those who would like the ability to make the status change directly on the protocol data page, that capability is now available. The System setting "Protocol Status Change via" (Automatic: per most recent Regulatory Entry) or (Manual: per Staff on Data Page). The default is Automatic to maintain the historical method of Status Settings. If the setting is set to Manual, IRBANA will no longer evaluate the IRB entries and set the status on the Data Page. Manual setting becomes the responisibility of Staff to make the change by hand. Also note, the Meeting Activity Recorder for New Studies, Continuing Reviews, and Revisions have the ability to change the Status on the Protocol Data Page. Changing the Status while recording meeting activities *will* change the status on the Protocol Data Page. |