05/01/2010
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CREDIT:
1. There is a new field available in the Protocol Review Log: Notation. The field does not follow any IRB pathways, it is intended as a local notation for staff reminders per the log entry.
2. The Patient by Events report now allows for pulling just the Next Event Due from patient calendars.
3. There is a new Financial Report: Revenue Report. It pulls all values for Milestones (invoiced or not), Direct Costs: Invoiced, Revisions: Invoiced, Revisions: Invoiced, SAEs: Invoiced, and Screen Failures: Invoiced. The report is Date Ranged and Protocol Specific.
4. There is a new Financial Report: Protocol Accounts Receivable. The report pulls all invoices and payments per Protocol and produces a Balance Due for each study. The report can be Ordered by Sponsor (the default) or by Protocol.
5. The Patient Adverse Event Page now allows for Printing\Word Exporting using the Documents Folders.
6. The Protocol Financial Patient Billing Module has been renamed: Financial Research Billing Compliance. The new name is more in keeping with the functionality of the module.
7. The Financial Research Billing Compliance Module now has a new Header Info similar to the Invoice Header. This Header is Department Specific and is only used in this Module. Previously this module used the Invoice Header.
8. IF there is an IRB Entry for the Patient AE, when you EDIT the Patient AE, it will automatically update the IRB Entry as well.
HOWEVER, if you change the IRB Entry it WILL NOT change the Patient AE Entry... so be very careful.
If Patient AE is changed, it updates the IRB AE.
Now, if a Regulatory Staff changes the IRB AE, it will not update the Patient AE.
So, if Patient Side Staff goes into the Patient AE and Edits it, whatever is on that page will reset the IRB AE.
This is pretty logical.... we do not want IRB staff changing Patient entries.
9. The Link Patients to Protocols Report now allows for Multiple Protocol Selection.
10. Patient Adverse Events can now have custom Questions be part of the entry. There is a new File Operation > Patients > Add Patient Adverse Event Question module that allows for Add\Edit\Delete of questions to be included on the Patient Adverse Event Module. The Questions should be numbered (1. ) for sorting order display on the AE Patient Page. Further, there is an new Macro for merging the Questions into a Form or Document (@AEQuestions). The Macro will pull the Question, Answer (Yes\No), and the Explanation if there is an entry for that Question. All Questions are listed via the Macro. Questions with an Answer of Yes or No will display that answer. Answers of "Unknown" will not display an answer via the Macro.
11. The Protocol Outstanding Issues Report can now be filtered by Investigator, Coordinator, Data Manager, or Protocol.
12. Most Popup Edit windows are now resizable.
13. When Editing a Patient Adverse Event, the Edit module is now a resizable popup window.
14. When Editing a Patient Adverse Event, the event can be "SAVED AS NEW ENTRY" (new button) and also allows for creating a parallel Regulatory Entry at the same time.
15. The Protocol Audit Report now allows for selecting the Summary Only.
16. The Document Processor now allows for Moving Folders. This is done in the "Add\Edit\Delete Folders" in the Mini-Menu.
IDEA:
1. See CREDIT items: 2, 3, 9, 10, 11, 12, 13, 14, 15, 16
IRBANA:
1. See CREDIT items: 1, 11, 12, 15, 16
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