OnCore Resources

Study Protocol Management in OnCore

  1. Updating the Staff List
  2. Update Study Sites
  3. Document IRB Reviews
  4. Document IRB approved consent forms
  5. Update Study Status
  6. BCH-Oakland Study Specific Guide: How to Open A Study to Accrual

Study Participant Management in OnCore

  1. Registering Participants
  2. Subject Enrollment and Management
  3. Subject Visit Tracking
  4. Managing Subject Calendar Versions
  5. Serious Adverse Events
  6. Other Subject Related Fees & Reimbursement in OnCore Financials
  7. Administrative & Regulatory Fees in OnCore Financials
  8. Pre-Consent Workflow

Other Quick Guides

  1. OnCore Navigation & Adding a Widget
  2. OnCore Reports
  3. Accessing OnCore Task Lists
  4. Invoices and Sponsor Payments in OnCore Financials

OnCore/APeX Interface Information

  1. OnCore/APeX Tracking Requirements for Study Teams
  2. OnCore Subject Enrollment Tabs: Required Fields
  3. Participant and Protocol Status Mapping Across OnCore-APeX Interface
  4. Race/Ethnicity Mappings Across OnCore-APeX
  5. Matrix for Where to Make Changes to Your Study
  6. CRC Process Map: New Study Subject Consented
  7. CRC Process Map: Subject Eligible, On/Off Study, On/Off Treatment, On Follow Up, Has Upcoming Visit
  8. CRC Process Map: Subject Visit Missed or Changed, CRC Entered Erroneous Visit Information
  9. Linking Encounters in APeX 
  10. Find Patients Needing a Timeline in APeX
  11. APeX Research Timelines and Protocols
  12. APeX Research Timelines Q&A
  13. Common Billing Tasks Checklist

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OnCore/iRIS Interface Information

  1. iRIS to OnCore Integration Quick Guide
  2. iRIS to OnCore Integration Overview 

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OCTA Tableau Dashboards

The OCTA dashboards track progress, status, and performance of activation activities of studies entered in OnCore. UCSF staff can create a customized report to be sent to your inbox. Using your UCSF My Access Credentials, find details on the dashboards, how to gain access and training quick guides at OCTA Tableau Dashboards - OnCore Wiki - Wiki@UCSF.

Current Activation Pipeline Dashboard (CAPDash)

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Support

OnCore Helpdesk: [email protected] or 415-502-2962.

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