The UCSF Campus Administrative Policy 400-25: OnCore Utilization and APeX Billing Review for Clinical Trials is now in effect. This policy is designed to ensure regulatory, enhance financial transparency, and promote efficiency in our research endeavors.

To comply with this policy, Principal Investigators and research teams should refer to the following detailed procedures.

• OCTA: OnCore Resources
• APeX: Research Knowledge
• APeX: Link Encounter to Research Study
• APeX: Research Timelines and Protocols

Training resources include:

• OnCore Introduction (e-learning: 15 minutes)
• OnCore Subject Enrollment Training (e-learning: 35 minutes)
• APeX Research Refresher Training (eLearning: 2 hours) 
• APex Research Instructor Led Training (held bi-weekly, Zoom: 8 hours),including Required eCourses: 
  • Clinical Research Coordinator (CRC) Online Training 
    • Introduction to APeX for CRC [CRC100W] 
    • CRCs and the Research Study [CRC117W] 
    • Creating and Associated Orders for Research Study [CRC104W]