1. Introduction and Training 1 By: Snehil Gupta CBMI, WUSTL

2. Presentation Outline Introduction to Data Entry Features Live Demo Exercise for end Users

3. 3 General ClinPortal Workflow

4. Operations and Activities (role based)

5. SIGN UP NEW USER

9. LOGIN – EXISTING USER

11. REQUEST PASSWORD CHANGE

13. Address: Center for Biomedical Informatics Cortex Building 4320 Forest Park Parkway St. Louis, MO 63108 Phone: 314-362-8853 E-mail: clinportal@mga.wustl.educlinportal@mga.wustl.edu Contact Us

14. DATA ENTRY MODULE

15. Functional Outline Sign up Log In

16. Clinical Study Based View Clinical Study: A set of guidelines that explains when and what clinical data is to be collected in order to be utilized for a particular research study. Participant: Participant is an individual whose clinical data is collected. Participant may not necessarily be a patient.

17. Add New Participant Participant Registration: Registration of participant to a particular clinical study so that the data coordinators can collect clinical data based on study’s CRFs and IRB guidelines. a. b. c.

18. Add New Participant - Consent a. b. c. d.

19. Add New Participant Event: A group of one or more visits under which data for a given set clinical variables is entered for a participant.

20. Exercise Add a new participant to the General Study. Define consent of that participant while registering.

21. Search Existing Participant a. b. c.

22. Search Existing Participant

23. Exercise Task – Add a new participant (either identified or de- identified) Task – Search for an existing Participant with study ID = P002

24. Activate Visit: one event – one visit case IMPORTANT! This is just an anticipated date of visit. It may/may not be actual visit date. So, always enter the occurring-visit’s date in “Set Encounter Date” field on RHS even if it is same as anticipated date IMPORTANT! Always enter this date before doing any data entry. It is the actual date of an occurring Visit. a. b. c.

25. Activate Visit: one event – one visit case Visit 1 activated

26. Activate Visit: one event – multiple visit (Known # - say 3) case Select the occurring- visit from the list of anticipated ones and set the actual date of occurrence. IMPORTANT! Always enter this date before doing any data entry. It is the actual date of an occurring Visit. IMPORTANT! This is just an anticipated date. It may/may not be actual visit date. a. b. c. d.

27. Activate Visit: one event – multiple visit (Known #) case Visit 1 activated

28. Activate Visit: one event – multiple visit (Known # - say 3) case Select the occurring- visit from the list of anticipated ones and set the actual date of occurrence. IMPORTANT! Always enter this date before doing any data entry. It is the actual date of an occurring Visit. b. c. d. a.

29. Activate Visit: one event – multiple visit (Known # - say 3) case Visit 2 activated

30. Activate Visit: one event – multiple visit (Known # - say 3) case Select the occurring- visit from the list of anticipated ones and set the actual date of occurrence. IMPORTANT! Always enter this date before doing any data entry. It is the actual date of an occurring Visit. b. c. d. a.

31. Activate Visit: one event – multiple visit (Known # - say 3) case Visit 3 activated

32. Activate Visit: one event – multiple visit (Unknown #) case Add a new visit to the follow-up event (a case where the total number of visits is unknown) IMPORTANT! Always enter this date before doing any data entry. It is the actual date of an occurring Visit. b. c. d. a.

33. Activate Visit: one event – multiple visit (Unknown #) case New Visit added and activated

34. Exercise Task – Activate at least one visit under Initial Visit Event

35. NEW CLINPORTAL FEATURES

36. Copy Paste – Example

37. From Excel sheet copy the whole block of data

38. Copy Paste – Example

39. Skip Logic – Example

40. a. b.

41. Skip Logic – Example a. b.

42. THANK YOU