NOTE: This is only if you do not have the Enterprise version of Clinical Conductor. If you have an Enterprise account, refer to these instructions.
Benefits
- 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.
Setup
At the end of this one-time setup, you will have created reports that get emailed to clinicalconductor-data-imports@florencehc.com on a regular basis.
Study List Report
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Go to the Study List Report by clicking "Studies" => "Study List"
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Include all Study statuses by clicking "Status" and then "Check All"
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Include all columns in the report. Click "Display Options" and then "Check All"
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Update the report by click the green "Refresh" button. Then click the Excel icon to download the data to an excel file which can now be emailed along with the other reports
Staff List Report
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Go to the Staff List report by clicking "System Admin" => "Staff" => "Staff List"
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Include all columns in report by clicking "Include in Export" and then "Check All"
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Click the Excel icon to download the data to an excel file which can now be emailed along with the other reports
Monitor List Report
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Go to the Monitor List report by clicking "Menu" => "Contacts" => "Monitor List"
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Include all columns in the report. Click "Display Options" and then "Check All"
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Update the report by click the green "Refresh" button. Then click the Excel icon to download the data to an excel file which can now be emailed along with the other reports
Create Custom Report for Study Key Metrics (Optional)
This report exports key metrics for studies, specifically important dates and recruitment data. This data will help to empower the Business Development team by providing a holistic view of all the data sources across your organization (ie previous FQ's, public profiles, etc) and even outside of it (ie pulling in relevant ClinicalTrial.gov data).
Email support@florencehc.com to learn more.