Florence StudyOrganizer Help Desk

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CTMS sync instructions: OnCore

Florence Support
Florence Support
  • Updated


  • Get your team up and running on the Florence StudyOrganizer faster by importing studies, staff, contacts, and CTMS specific-bookmarks.

  • Keep your CTMS and Florence StudyOrganizer data in sync over time. Florence StudyOrganizer stays up to date as studies and personnel change.


You will generate 2 reports to be emailed to oncore-data-imports@florencehc.com on a regular basis.


Study Report

  1. Navigate the the Protocol tab and select Protocol Search

  2. On the Protocol Search, filter based on the statuses that make sense to export:

    • Example Selected Statuses: Open to Accrual, Closed to Accrual, IRB Initial Approval, Institutional Signoff, New, PRMS Approval, Suspended and On Hold

  3. Choose the following columns:

    • Protocol No.

    • Additional Protocol Numbers

    • Department

    • Title

    • Short Title

    • PI Name

    • Current Status

    • Current Status Date

    • Institution

    • Study Site

    • Phase

    • Staff Name/Role

    • PrincipalSponsor

    • Additional Sponsor

    • Sponsor Type

    • Priority Score

  4. Export to excel by clicking Search > Export to Excel

  5. Email this report to oncore-data-imports@florencehc.com with the subject line as {Your Organization's Name} - Study Report


Contacts Report

  1. Navigate the the Admin tab and select Contacts

  2. On the Contacts Report, select the following filters:

    1. Active Contact (Yes)

    2. User Active (Yes)

  3. Choose the following columns:

    • First Name

    • Last Name

    • Email

    • Home Organization

    • Title

    • Organizational Unit-Management Group

    • Staff ID

    • Username

    • Active Contact

    • Active User Account

    • Curriculum Vitae Expiration Date

    • Medical License Expiration Date

    • Roles

  4. After selecting the above, click Export > View Output

  5. Email this report to oncore-data-imports@florencehc.com with the subject line as {Your Organization's Name} - Contacts Report

OnCore API

Providing Florence Study Organizer with OnCore API access will help maintain a data sync over time. Unfortunately, there are limitations to what data can be shared via the API and so the manual export/import is still required up front, and may be required periodically.


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