MMC-Einstein Research IT Forum October 2, 2017 Harry Shamoon, Associate Dean for Clinical & Translational Research Barrett Katz, Executive Director, Office of Clinical Trials Vic Hatcher, Associate Dean for CME and Research Administration Parsa Mirhaji, Director, Clinical Research Informatics Matt Berger, Medical Director, MIT and Epic
Agenda Epic upgrade (October 6-7) features for Research Studies in Velos awaiting activation Charge review filters Training update 2
New Research Dashboard
New Research Tool Bar New Research Icon
Research appointments
Inbasket Message Study staff are notified via Inbasket when an appointment linked to a study has been changed, canceled or marked No Show ADT events such as ED arrival, Hospital admission, patient demise generate an Inbasket notification
Updates to Reports Research Study Search Report Research Appointment Search Find Patients Associated to My Study
Research Study Search
Research Study Search
Research Appointment Search
Find Patients Enrolled in My Study
Find Patients Enrolled in My Study
Study Hyperlink Print Group
Epic Playground 2017 usernames rshc00 through rshc10 password - train Department -Moses Clinical Research
Studies in Velos Requiring Activation
How to handle Not Clinical Research?
Clinical Research Category
Clinical Research Definitions
Studies in Velos Requiring Activation where Clinical Research Category is not designated NON-CLINICAL RESEARCH
Studies in Velos Requiring Activation
IRB Approved in 2017 Studies in Velos Requiring Activation
IRB Approved in 2013-2016 Studies in Velos Requiring Activation
IRB Approved Before 2012 Studies in Velos Requiring Activation
Studies (2017) Requiring Activation IRB Approved > 60 days
Updates Ensuring that charge report filters are set correctly Training Refresher Training New User Training: Velos-Epic combined
Velos-Epic Processes for Different Types of Clinical Research All IRB Reviewed Studies (Monte/Einstein and BRANY) Non MMC/Einstein PI (e.g. Ferkauf) and non MMC patient No Action Required in Velos MMC/Einstein PI or MMC patients IRB non exempt IRB exempt* IRB Approval Required OCT managed OCT not managed Procedures/consent performed at MMC/Einstein Participants consented Procedures/consent performed only at another institution Consent waived Study Documentation in Velos Study Summary Study Team Verification No Epic Submission No Action Required in Velos Full Study Activation in Velos Study Summary Study Team Verification Study Status Activation Send to Epic if: Interventional (drug/device/treatment) or Epic Orders or Epic Research Visits or Study Participation Flag or Do Not Send to Epic if: No Epic Orders (meds/tests/services) and No Epic Research Visits and No Study Participation Flag (confidential study) Enter study subjects in Velos All Cancer studies Other studies where Velos is needed to track subjects When entering subjects into Velos include all status updates: o Initial Consent Signed o Screening o Enrolled o Active on Tx o Active off Tx o Off study No need to enter study subjects in Velos If not a Cancer study Subjects do not need to be tracked in Velos *IRB exempt studies may include: Educational practices Cognitive testing, Surveys, Interviews Study of existing de-identified data, pathological specimens or diagnostic specimens Contact the IRB Exempt Categories Common Rule 45CRF 46.101(b) for more information
Velos-Epic Processes for Different Types of Clinical Research Send to Epic if Epic Orders (Meds/Tests/Services) Epic Research Visits Study Participation Flag Enter study subjects in Velos Document Initial Consent Signed status and then document ALL Status updates (Screening->Enrolled->Active on Tx->Off Tx->Off Study) No research associated charges Study flag only NO charge hold & review SOC charges only Epic orders** Epic visits Study flag Charge hold & review at present Automate process with new Epic charge handling rules Mixed SOC and Research charges Epic orders** Epic visits Study flag Charge hold & review & assignment This could be facilitated through creation of billing calendars to preassign SOC vs Research charges Research charges only Epic orders** Epic visits Study flag Charge hold & review at present Automate process with new Epic charge handling rules. **Studies with confidential results Use paper orders/requisitions outside of Epic Follow ancillary department workflow to keep results from filing to Epic
Next Meeting Monday November 6, 8a to 9a Moses TLC Room 5