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08/14/2010
CREDIT:
1. Many Patient Data Management forms are the same, but spelled differently. You can now select the form you want to preserve, and select the other forms that you want to BECOME the preserved form. Main Menu > File Operations > Patients > Edit Data Management Form for Patients

Select the entry you want to KEEP, then select the entries you want to condense into the Keeper. This allows you to clean up you Forms File very easily ! ! !

2. There is a new feature in the Patient Protocol Page that allows for Moving a patient from one Arm to another. The existing "New Arm" button will have the option to ADD the patient to another Arm of the study, or MOVE the patient from the existing Arm to the newly selected Arm. This eliminates the need to Delete the old Arm after the patient is added to the new Arm. Further, all existing Adverse Events, Data Management Forms, Deviations, etc... are preserved in the Move and are automatically attached to the new Arm.

3. The Patient Data Management Report now has a Memory to remember your settings from the last time the report was run. Further, the report can now be sort Ordered by Investigator. If that option is chosen, each Investigator will have the number of Forms Totaled.

4. The Report "Status Change by Date" now includes additional "Columns to Include". User Memory has also been added to the report such that selections will be remembered session to session per staff member.

5. IRB Document Uploading and Patient\Protocol Document Uploading has been modified to allow selected staff to be emailed a notice. Prior to this update, only staff that were tagged to be notified, and the Research Team for the study could be emailed. Those staff are now set to the Default Staff to Email, however, they can be Removed and others Added as needed. By default the "Notify These Staff" checkbox located above the staff list is Un-Checked. In that mode, no emails will be sent. Staff need to check the box to confirm that they DO want the emails to go out to the selected staff. Additionally, when the Log of Documents uploads, the "Staff Notified" column will contain a linked "Yes" that will popup the names of those emailed.

6. There is a new Protocol Module: Surveys. This allows for creation of surveys for patients associated with the protocol (or multiple protocols). Once the survey is created, the Survey link appears in the Patient Mini-Menu. On the Patient Side, the surveys are filled in (from printouts given the patient). Back on the Protocol Side, there is a STATS link to provide reporting about the survey results.

7. There is a new setting in File Ops > System > System Variable Default Values > Staff > Email Staff Directly to Warn of Expiring Licenses. By default this is Disabled. If you wish staff to be notified via email, it should be enabled. Notice that emails can only be sent to staff who have their email address in their staff profile. Email notices will be send xx number of days before expiring, then again on the date of expiration, if this feature is Enabled. Of course, the Notification System for staff remains active as other staff can receive email notices of staff licenses that are expiring.

8. The Patient Data Management Log now allows Deletion via checkbox directly on the Log Page.

9. When a Form is logged in the patient Data Management Log, the Due Date may be left blank *if* there is a value in the Repeating box. In this case, the Due Date will be calculated from the Request Date adding the value of the Self-Repeating box. For this feature to work, the Due Date *must* be blank.

10. On the Patient Protocol Page (Event Focus), when the Hospital or Registering Institution is changed, the Doctor Dropdown boxes are reloaded with only Doctors that have the selected hospital associated with the institution. The association is provided via each staff profile in the Hospital Access section. A new column "Display" keys the specific staff for inclusion in dropdown boxes for selected hospitals. This is the first step of Staff-Specific association with Hospitals and Departments. So, at this time it is possible to associate a Doctor only with hospitals that are appropriate. This will eliminate sifting through a long list of Doctors who are not associated with the hospital of record for the patient.

IDEA:
1. See CREDIT items:

IRBANA:
1. See CREDIT items: 4, 5
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DDOTS, Inc.