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11/06/2010


CREDIT:
1. There is a new feature that allows for turning off "Patient\Protocol Document" "Forms" on the patient and\or prestudy modules based on the Status of the Protocol. So, if a study status changes to Temp. Closed, as an example, the FORMS button can be hidden to prevent users from grabbing forms that are "locked down". Once the status changes back to OPEN (or other selectable settings), the button will reappear. This is managed via File Ops > System > System Variable Default Values > Patient\Study (at the bottom of the section).

2. Protocol ORC Event Entries can now be "Bulk Loaded" per the Default setting of the event in File Ops > Protocols > Edit ORC Event. Each Event can now have a "Default Load" option that will queue the event up such that any protocol ORC page can load the events with the click of the button "Load Default Events". The button creates a popup window that allows for checking and un-checking the "Load" checkbox for each entry.

3. If Protocol Financials are enabled for a study, the Financial Accruals page, Continuing Review Value and Revision Value are now key in determining if the Review and Revision Logs have the default set to Billable vs. Non-Billable. If there are $ Values on the Accrual page, the defaults in the logs will be Billable. Otherwise, the default setting in the IRB Review (and Revision) Log will be Non-Billable.

4. IRB Document Folders can now be Added\Edited via File Ops > Protocols > Edit IRB Document Folder. This allows for changing of names of folders. This action is universal for all studies! So if the change is from "Letters of Approval" to "Approved Letters", every protocol document that had the old entry, gets the new entry, no exceptions.

5. The IRB Patient\Protocol Forms Library now has "Folder" capability similar to the IRB Documents Library.

6. The new Prestudy Bulk Screener (Main Menu > Prestudy > Mini-Menu: Add Bulk Screenings), now allows for the entry of the Screening Location.

7. The Protocol Data Page is loaded with many dates. These dates are Enabled or Disabled via File Ops > System > System Variable Defaults > Protocol Data. Now, there is a new option to Enable Notes for all of the date fields. Be default it is disabled. If Enabled, a small note box will appear to the right of each Protocol Date, allowing for text entry to document the date value.

8. When editing a protocol, there has always been the SHOW PATIENTS button in the toolbox. When the patient listing comes up, there are links to various pages for each patient. Those links now allow for SAVING data on the pages that load in the window. Prior to this update, the pages loaded, however, there were no SAVE buttons on the pages. After Saving changes to any of the pages, the SHOW PATIENTS window reloads with the updated information.

9. The IRB Patient\Protocol Forms page now displays "Patient Calendar Notes" from the Protocol Data page if that text box has information loaded.

10. There are several new Macros for merging the New Patient Form:
AuxDocTypexx
AuxDocNamexx
AuxDocAddressxx
AuxDocCityxx
AuxDocStatexx
AuxDocZipxx
AuxDocPhonexx
AuxDocFaxxx
Where "xx" is a numeric: "01", "02",....."10", "11", .... etc.
The numbering can go to 100 Aux Docs per patient.
Example:
@AuxDocType01
@AuxDocName01
@AuxDocAddress01 @AuxDocCity01 @AuxDocState01 @AuxDocZip01
Ph: @AuxDocPhone01
Fx: @AuxDocFax01

11. The Staff License Report now has links to open the Licenses (if the License has been uploaded).

12. The Protocol Research Team now has an "Email" link next to the each member listing if the staff email address is in the staff profile. The link pops open the email environment to send an email to the selected staff.

13. There is a new User Defined Fields (UDF) in File Ops > System. The new module allows users to create a wide variety of fields from Dropdown Boxes, Check Boxes, Radio Buttons, Text Box, etc... Each Field has its own Title, Type of Field (as noted above), and potential answers to select from. For instance, a UDF could be made for "Color of Eyes", and it could be a Dropdown box. Then the dropdown box could be filled with selections: Blue, Brown, Green, Other... The UDF offers to be available on several pages in the system: Patient Page, Patient Protocol Page, Prestudy Page, Prestudy Workup Page. For those UDFs that are assigned the Patient or Prestudy Pages, the same field can "Peek Through" onto the Patient Protocol Page as well.

14. The Current Status Report can now be Sorted by "IRB of Record".

15. When in the Protocol Arm Design Page, there is a new Mini-Menu option: "Import Events from Other Arms". This new module allows for loading the existing Arm of a study with the elements from other existing arms. When the page loads, it allows for checking the events to import. Note: This importer does *not* schedule the events, it simply lists them for scheduling in the existing arm. The reason we cannot schedule (check the time frame boxes), is that events from various arms are not guaranteed to have the identical segment duration nor segment type.

16. The IRB Logs: Review History and Revision Log now have the ability to Email staff for Document Upload Notification. Notifications will only be sent if one or more documents is uploaded when adding the new log entry.

IDEA:
1. See CREDIT items: 7, 12, 13

IRBANA:
1. See CREDIT items: 4, 7, 11, 12, 16
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DDOTS, Inc.