Clinical Research Tools and Workflow in EPIC

EPIC Tools for
Clinical Research
Shara Power, RN, BSN, OCN
Application Developer, EPIC – Beacon Oncology
UIHC Healthcare Information Systems
Request Your Study to be
Built in EPIC
To be able to associate patients to research studies
in EPIC, you must first have a study specific research
record created.
Please submit your request via the I-CART system
managed by ICTS
https://i-cart.icts.uiowa.edu
Research Studies Activity:
Associate Patients to Your Study
Once a research record has been created, you
can associate your patient
You must be listed as part of the study team to
complete this action (i.e. PI, Coordinator, Research
Nurse etc)
Patients can be associated via the 
Research
Studies Activity
.
o
Search for your study by IRB #
Research Studies Activity:
Associate Patients to Your Study
Complete Appropriate Fields
1.
Coordinator
2.
Status 
(required)
3.
Active Start Date 
(required)
4.
Comments
Research Studies Activity:
View Study Associations
Utilize the 
Research Studies Activity 
to view current
study association details
1.
View Study Description and Enrollment Comments
2.
See past changes
Research Studies Activity:
Research Studies Activity:
View Study Associations
View Study Associations
Utilize the 
Research Studies Activity 
to view past
study association details
o
By default, the Research Studies Activity only displays “Active”
associations. Utilize the “Show” boxes to see other associations.
Clinical Tools for Research:
Reporting Workbench
Utilize Reporting Workbench reports customized to your study to find
patient visits or monitor all enrolled patients
For assistance in creating a Reporting Workbench report for patients
enrolled in your clinical trial, please submit an ESC request.
https://service.healthcare.uiowa.edu/CherwellPortal/UIHCPortal
RWB reports are not appropriate for extracting large amounts of de-
identified clinical data on study patients from EPIC. Those requests still
need to be routed through ICTS workflows.
Clinical Tools for Research:
Clinical Tools for Research:
Event Notifications
Event Notifications
Develop study specific event notifications. For example, be notified by an
InBasket message when a patient on your study is admitted to the ED.
To develop event notifications for a trial you manage, please contact
Shara Power (
shara-power@uiowa.edu
). Please note this will require
someone from the study team to be identify as a point of contact for
development and maintenance.
Clinical Tools for Research:
Clinical Tools for Research:
Recruitment Options
Recruitment Options
Not every trial will qualify or benefit from EPIC
recruitment development.
Best Practice Advisories (BPA)
o
Your study must have approval for this type of recruitment from the IRB
o
Enrollment criteria must exists as discrete data fields in EPIC
o
Requires someone from the study team to be a point of contact for
development and maintenance
o
Contact Shara Power (
shara-power@uiowa.edu
) to start the process
MyChart Questionnaires
o
Opportunities exist for MyChart to be utilized for patient entered
questionnaires for data and potentially recruitment
o
Your study must have approval for this type of recruitment from the IRB
o
Enrollment criteria must exists as discrete data fields in EPIC
o
Requires someone from the study team to be a point of contact for
development and maintenance
o
Contact Shara Power (
shara-power@uiowa.edu
) to start the process
Additional Resources
EPIC Education A-Z site for Research
https://hcis.healthcare.uiowa.edu/EpicSupport/resour
ces/modules/research/research.html
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Explore the workflow and tools available in EPIC for clinical research, including requesting study builds, associating patients with studies, viewing study associations, and utilizing the Reporting Workbench for customized reports. Learn how to manage research records, link patients to studies, and access data efficiently within the EPIC system.

  • Clinical Research
  • EPIC
  • Study Management
  • Reporting Tools
  • Healthcare Information Systems

Uploaded on Oct 08, 2024 | 0 Views


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  1. EPIC Tools for Clinical Research Shara Power, RN, BSN, OCN Application Developer, EPIC Beacon Oncology UIHC Healthcare Information Systems

  2. Request Your Study to be Built in EPIC To be able to associate patients to research studies in EPIC, you must first have a study specific research record created. Please submit your request via the I-CART system managed by ICTS https://i-cart.icts.uiowa.edu

  3. Research Studies Activity: Associate Patients to Your Study Once a research record has been created, you can associate your patient You must be listed as part of the study team to complete this action (i.e. PI, Coordinator, Research Nurse etc) Patients can be associated via the Research Studies Activity. o Search for your study by IRB #

  4. Research Studies Activity: Associate Patients to Your Study Complete Appropriate Fields 1. Coordinator 2. Status (required) 3. Active Start Date (required) 4. Comments

  5. Research Studies Activity: View Study Associations Utilize the Research Studies Activity to view current study association details 1. View Study Description and Enrollment Comments 2. See past changes

  6. Research Studies Activity: View Study Associations Utilize the Research Studies Activity to view past study association details o By default, the Research Studies Activity only displays Active associations. Utilize the Show boxes to see other associations.

  7. Clinical Tools for Research: Reporting Workbench Utilize Reporting Workbench reports customized to your study to find patient visits or monitor all enrolled patients For assistance in creating a Reporting Workbench report for patients enrolled in your clinical trial, please submit an ESC request. https://service.healthcare.uiowa.edu/CherwellPortal/UIHCPortal RWB reports are not appropriate for extracting large amounts of de- identified clinical data on study patients from EPIC. Those requests still need to be routed through ICTS workflows.

  8. Clinical Tools for Research: Event Notifications Develop study specific event notifications. For example, be notified by an InBasket message when a patient on your study is admitted to the ED. To develop event notifications for a trial you manage, please contact Shara Power (shara-power@uiowa.edu). Please note this will require someone from the study team to be identify as a point of contact for development and maintenance.

  9. Clinical Tools for Research: Recruitment Options Not every trial will qualify or benefit from EPIC recruitment development. Best Practice Advisories (BPA) o Your study must have approval for this type of recruitment from the IRB o Enrollment criteria must exists as discrete data fields in EPIC o Requires someone from the study team to be a point of contact for development and maintenance o Contact Shara Power (shara-power@uiowa.edu) to start the process MyChart Questionnaires o Opportunities exist for MyChart to be utilized for patient entered questionnaires for data and potentially recruitment o Your study must have approval for this type of recruitment from the IRB o Enrollment criteria must exists as discrete data fields in EPIC o Requires someone from the study team to be a point of contact for development and maintenance o Contact Shara Power (shara-power@uiowa.edu) to start the process

  10. Additional Resources EPIC Education A-Z site for Research https://hcis.healthcare.uiowa.edu/EpicSupport/resour ces/modules/research/research.html

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