Agenda

Forte, in collaboration with Research Matrix, is offering a 2 full-day workshop which is pre-approved for up to 16 hours of continuing education credit through SOCRA and ACRP. The workshop is specifically designed to leverage OnCore functionality to maximize the utility of OnCore billing grids, coverage analyses, and streamlining the budget development process. The workshop also includes an interactive and step-by-step tutorial to address the fundamentals of coverage analysis and workflow engineering decisions related to OnCore financials implementation through the clinical research budgeting and billing continuum.

This session is best suited for those who perform or manage coverage analysis, clinical research billing compliance stakeholders, or individuals with interest in OnCore financials and coverage analysis. Attendees will receive tools and checklists adopted by leading academic medical centers, as well as a comprehensive participant guide that will provide step-by-step best practice instructions to create comprehensive billing grids and perform coverage analysis in OnCore. Attendees will also have the opportunity to become Certified Coverage Analysts™ by successfully applying course training in completing practicum assignments that refine both OnCore navigation and coverage analysis skills.

The training is led by Bishoy Anastasi, Director of UCLA Office of Clinical Research, Financial Coverage & Activation Teams. Bishoy is highly regarded as a national clinical research subject matter expert, particularly in coverage analysis, research pricing, and clinical research billing & financials. In addition to co-authoring UCLA’s coverage analysis and research pricing policies and processes, Bishoy brings over 17 years of clinical research management, contracting, coverage analysis and coordination experience.

Breakfast and lunch will be provided on both days of training as well as a group dinner on Monday.

Financials

Forte, in collaboration with Research Matrix, is offering a 2 full-day workshop which is pre-approved for up to 16 hours of continuing education credit through SOCRA and ACRP. The workshop is specifically designed to leverage OnCore functionality to maximize the utility of OnCore billing grids, coverage analyses, and streamlining the budget development process. The workshop also includes an interactive and step-by-step tutorial to address the fundamentals of coverage analysis and workflow engineering decisions related to OnCore financials implementation through the clinical research budgeting and billing continuum.

This session is best suited for those who perform or manage coverage analysis, clinical research billing compliance stakeholders, or individuals with interest in OnCore financials and coverage analysis. Attendees will receive tools and checklists adopted by leading academic medical centers, as well as a comprehensive participant guide that will provide step-by-step best practice instructions to create comprehensive billing grids and perform coverage analysis in OnCore. Attendees will also have the opportunity to become Certified Coverage Analysts™ by successfully applying course training in completing practicum assignments that refine both OnCore navigation and coverage analysis skills.

The training is led by Bishoy Anastasi, Director of UCLA Office of Clinical Research, Financial Coverage & Activation Teams. Bishoy is highly regarded as a national clinical research subject matter expert, particularly in coverage analysis, research pricing, and clinical research billing & financials. In addition to co-authoring UCLA’s coverage analysis and research pricing policies and processes, Bishoy brings over 17 years of clinical research management, contracting, coverage analysis and coordination experience.

Financials

All Attendees

Beth Harper, President of Clinical Performance Partners, Inc., will lead a 2-part series focused on clinical research personnel competencies incorporating lecture, group discussions, case studies and practical application.

• Part 1 will provide an overview of the Joint Task Force (JTF) for Clinical Trial Competency https://www.clinicaltrialcompetency.org/) and the work that the Association for Clinical Research Professionals (ACRP) is involved with, translating the JTF framework to specific job roles including clinical research coordinators, study monitors and more. This session will also explore how leading institutions such as Duke, Vanderbilt and others are incorporating clinical trial competencies to transform job classifications and descriptions.

• Part 2 will explore the theory and practice of competency-based approaches for hiring and retaining staff and helping staff to advance through more systematic, structured and objective-based approaches.

All Attendees

In this session, members of Forte's support engineering team will show how to create and run Jasper Reports within Forte products. They will provide a basic report demo, discuss advanced formatting techniques and host an open forum for Jaspersoft® Studio and reporting questions. To get the most out of this workshop, we recommend the following prerequisites:

•Installed Jaspersoft® Studio

•Access to an OnCore (or other Forte application) database

•Configured a Jaspersoft® Studio Data Adaptor

•Intermediate SQL Knowledge

All Attendees

Do you want to brush up on your knowledge of Forte products? Could you use a refresher before attending Onsemble sessions? This workshop will provide a foundation in the workflows of the Forte products in order to equip you with the background you need to get the most from subsequent Onsemble sessions. Each 20 minute session will give you an basic overview of the Forte solution to a specific area: Financial Management, Analytics and Reporting, Data Management, and Study Management. Come for a single session or stay for them all!

All Attendees

Join us as we kick off the conference with a rooftop dinner at the Monona Terrace Convention Center! Enjoy networking with your peers while taking in the stunning views of Lake Monona.

All Attendees

Start your day off with yoga led by local instructors! Yoga mats, towels, and water will be provided. Please arrive 5-10 minutes prior to the start of the session.

All Attendees

All Attendees

All Attendees

Sponsor-funded IITs are important to institutions and sponsors alike and have a unique set of challenges and opportunities. This panel, representing the institutional, academic CRO, and pharma perspectives will focus on mutually beneficial strategies. The panel will discuss factors sites and sponsors look for when assessing the best fit, lessons learned and opportunities for shared improvement in ‘matching’ investigator sites and sponsors, and improvements for the conduct of sponsor-funded IITs.

All Attendees

The OnCore API provides a unique tool for building interfaces, but what does it take to make an eIRB interface a reality? Forte customers will describe their eIRB interfaces, including the motivation behind the project, the key workflows and stakeholders involved and an the results they achieved. Forte representatives will join in the panel discussion and will provide a sneak peek at what's next for the OnCore API.

Technical / Informatics

In this session, Diane Clemens, OnCore System Specialist at Siteman Cancer Center, will detail the process of developing a new program to ensure high-quality NCI submission data. Siteman implemented OnCore under the premise that study teams were the data owners. As such, it was up to them to collect, enter, and validate the data. The OnCore Support Team (OST) provided work instructions, a list of “required” fields, and reports to identify missing or inaccurate data. After two years, they revisited that premise and decided that the cancer center needed to increase its ownership of the data required for NCI reporting. This included identifying the fields used by NCI reports, grading the risk of missing or inaccurate data, and developing methods of pinpointing and correcting errant data.

Data Management & Compliance

The role of the study coordinator is pivotal to the success of any study, and utilizing OnCore can require significant changes to their work. Cyndi Bower of the University of Michigan will address the importance of communicating the value proposition from interfaces with the EMR, effort tracking, subject visit management, encounter linking, and calendar review. Cyndi will discuss how the transformation of business process and introduction of a CTMS (where previously they may have no experience at the enterprise level) needs a strategic approach to manage both the change and the readiness.

Clinical Research Coordination

This session is intended for a leadership audience. Unified organizational goals are crucial for institutions to effectively grow. In this session, Tesheia Johnson from Yale University will discuss the strategies and rationale for rolling out a unified study activation monitoring function across the organization. She will cover why such a process should be undertaken, the desired outcomes of this process, and how to drive this type of change/adaptation across an organization.

Leadership

All Attendees

The UF Health Cancer Center uses OnCore Study Information Portal (SIP) functionality to manage the publication of their active clinical trials on their public-facing website and mobile applications. Joe Stokes and Harshita Koranne will address how the University of Florida managed the adaptation of this program to accommodate the needs of their enterprise expansion. They will discuss the operational challenges they encountered, as well as details of the technical methods that they used to achieve a comprehensive and sustainable approach.

Technical / Informatics

This session is intended for a leadership audience. In this session, our panel will discuss organizational and network efficiencies that can be gained from centralization of processes and/or staff. They will examine how, from the executive leadership perspective, organizations can approach the center-wide centralization of processes. Topics will include assessment of which processes to centralize, policy implementation, communication of these changes and strategies to effectively implement such change.

Leadership

Executing a plan for enterprise roll out of the CRPC interface requires a strategic change management plan to ensure early engagement and readiness of all the teams impacted. Kerri Briesmiester, OnCore Coordinator and Clinical Trials Application Manager at the University of Michigan, will present her keys to success, including careful timeline and resource planning, clear understanding and definition of roles and responsibilities, and a well-planned communication strategy. Enhancing the patient research experience, reducing billing errors and rework, and improving billing compliance are the primary end goals. Collaboration and ownership amongst all of the stakeholders was the pivotal key to a successful implementation.

Clinical Research Coordination

In this session, a panel will discuss hot topics regarding the CTSA and how it affects your organization/network. The session will provide an opportunity to network with colleagues to exchange ideas, best practices, and gain insight to how others are approaching common issues.

Leadership

When designing CRFs, it is important to consider all audiences and balance ease of data entry with the needs of the biostatisticians analyzing the output of the forms. This session, led by Shannon Roznoski of Forte, will present considerations for a robust CRF development process and provide concrete examples of design decisions that impact the structure of the data export, allowing you to design forms to optimize both data entry and data export.

Data Management & Compliance

Jill McKinley, Forte's Product Support Manager, will highlight various OnCore topics through the lens of the popular Freakonomics book by Steven Levitt and Stephen Dubner. She'll discuss topics including costs, cognitive bias, analysis paralysis, game theory, information economics and more in this fun and engaging session.

Clinical Research Coordination

In this session, a panel will discuss hot topics regarding the CCSG and how it affects your organization/network. The session will provide an opportunity to network with colleagues to exchange ideas, best practices, and gain insight to how others are approaching common issues.

Leadership

Join James Wurdeman, Forte's Senior Vice President of Products and Quality, and Orla Mester, Senior Vice President of Operations to learn how Forte technologies and services are enabling clinical research. See upcoming plans for each of the Forte products and services, and learn about the collaborative process that guided us.

All Attendees

Have a question you didn't get to ask at the end of your session, or interested in learning more about Forte solutions? We invite you to stop by to socialize during this happy hour to engage with the experts!

All Attendees

All Attendees

All Attendees

In this session, Robin Johnson will discuss how UNC Lineberger Comprehensive Cancer Center’s Clinical Data Management Associates (CDMAs) ensure data quality throughout the lifecycle of the protocol. CDMAs create eCRFs and DMPs during protocol development and review clinical data for active studies, reporting to DSMC, FDA (IND) and others. After study closure, CDMAs ensure the data is clean, complete, and ready for analysis for abstracts, publications, and submission to ct.gov. At study termination, CDMAs confirm all data is in, queries resolved and database locked. Robin will highlight how CDMAs work with the study team and discuss the pros and cons of a “soup to nuts” approach.

Data Management & Compliance

Duke successfully implemented OnCore simultaneously with a new electronic IRB system (iRIS) including interfaces to both iRIS and Epic. Representatives from Duke will highlight progress towards their goal to create a standardized clinical research experience for all biomedical researchers to manage the entire life cycle of the research project, from protocol creation to project closeout. They will discuss how OnCore and other systems impacting clinical research will support investigators and research staff and administrators by supplying them with an organizational/administrative tool to advance the process of clinical research.

Leadership

Beau Grignon, Michael Rauwerdink and Jason Jaszewski of Forte will lead an discussion focused on Forte Managed Infrastructure environment deployment and management, with a spotlight on OnCore. Attendees will learn how common on-premises challenges are addressed, and how Forte Managed Infrastructure increases your technology ROI. We’ll highlight and discuss common deployment scenarios including integrations, security matters and the migration from on-premises to managed environments. Participants have opportunities to ask questions about the Managed Infrastructure solution and how it would fit in with their organization.

Technical / Informatics

Universities are steeped in tradition, which gives rise to their rich culture but poses challenges when leading change initiatives. Introducing effective change that takes root in an organization is a lengthy process, not a single event. In 2014, the University of Michigan (U-M) Medical School embarked on a transformation of their clinical trials enterprise. Individual initiatives to streamline processes and address barriers to conducting trials resulted in improvements in individual units’ performances but yielded negligible improvement on the enterprise’s overall performance. Teri Grieb of the University of Michigan will discuss how, taking a systems approach, leaders, faculty, and staff came together to redesign the organizational and operational model for clinical trials at U-M.

Leadership

Do you ever wonder how Forte turns collaborations and feature requests into software? Joe Martinelli, Director of Quality Assurance, will provide insight into Forte's Software and Development Life Cycle. He will discuss the people and process involved in creating the technology that your institution uses every day.

Technical / Informatics

In this session, Sam Karahukayo and Theresa Cummings of the University of Maryland Greenebaum Cancer Center will highlight their collaboration with Forte to implement the recently modified NCI CCSG DT4 eData Report guidelines. They will discuss a wide range of topics, including: definition of Organization Family, correlating CTRP and OnCore data definitions, management of CTRP Interventional trials in the OnCore system to avoid duplicative reporting, OnCore QC reports, troubleshooting and determining source of truth.

CTO Administration

OnCore plays a key role in tracking sponsor invoices and payments for research activities, but how can this key information tie into an organization's general ledger or other financial system workflows? In this session, Director of Software Engineering Michael Rauwerdink and Senior Project Manager Natalie Hellmer will discuss the common financial workflows that have emerged and provide an overview of the real-world solutions that have been employed.

Technical / Informatics

This session, led by Rhoda Arzoomanian and Stephanie Brogan of Yale, along with Forte's Wendy Tate, will examine implementing task lists to collect activation metrics. They will discuss how this can be used at an operational level, and how tracking this level of activation detail can assist with streamlining and managing the activation process timelines. Rhoda and Stephanie will highlight the project's impact, and how they plans to utilize its info for meaningful change at the staff level.

CTO Administration

Member Scenarios, the newest feature developed for the Forte Research Evaluation System (EVAL), tackles the process of analyzing and shuffling your membership, transforming it from protracted and tedious to easy, fast, and fun. Julie DeJager Glavic and Jeremy Shapiro will walk through how Case Western would've used Member Scenarios to assess recent membership shuffles. Attendees will also learn how to quickly create and configure new scenarios, how to use them to test hypothetical research program affiliations, and how to export, share, and commit the results..

Research Administration

All Attendees

The UF Health Cancer Center Clinical Research Office employs >25 Clinical Research Coordinators. Historically, trial assignments have been solely based upon the CRC’s designated Disease Site Group without considering the current or projected workload of each staffer. Leslie Pettiford and Brian Sevier of UF Health will highlight their Coordinator Workload Report, designed to provide an objective and automated reporting of coordinator assignments with the ability to identify workload trends over time in addition to predicting future workload capacity. The report analyzes an “OPAL” acuity score recorded as an annotation. They will also discuss how workload reporting is used to inform staffing needs including hiring and/or reassignment of existing staffers.

CTO Administration

In this session, Courtney Kennedy and Anna Grant will cover the UNMC/Nebraska Medicine implementation and conversion to Forte EDC. They will discuss the planning related to the regulatory constraints of data integrity, and how their team prioritized transitioning between EDC systems during the course of a trial for both single site and multisite EDCs.

Data Management & Compliance

In this session, Natalie Roman, Research Administration Manager/CCSG Coordinator for the University of Florida Health Cancer Center (UFHCC), will talk through her team's expedited implementation of EVAL. She will walk through how UFHCC prepared, managed, reviewed, and implemented EVAL in just 5 weeks. Natalie will share the data lessons learned and the evaluation of data procurement processes. She will also highlight the data challenges she experienced and discuss how EVAL has helped with her team's reporting stability.

Research Administration

Interfacing applications with OnCore can significantly reduce data discrepancies and duplicate data entry, improve patient safety, facilitate transparent communication, and improve overall clinical research efficiencies. During this session, hear perspectives from various organizations regarding day-to-day workflows and ongoing maintenance of Cerner RPE and Augusta’s initial experience with the Cerner CRPC implementation. Forte’s Sara Volke will lead the panel discussion where Barbara Bradley from Augusta University, Allie Moses from MedStar, and Lindsay Mann and Deb Broach from Indiana University will share their experiences.

Technical / Informatics

Developing, designing and implementing training in preparation for institutional go-live can be an overwhelming task for organizations. Training is crucial to the successful implementation of new software applications such as the OnCore System. In this presentation Ali Saren and Kristy Astin from Duke Health will share the process and tools for an innovative and effective OnCore end user training program from concept to delivery. The Duke Health training approach has been proven to connect with the learner for increased engagement by utilizing eLearning tools as the primary learning mode for building end user confidence to perform their functional role(s).

Training & eLearning

Discover how EVAL can benefit your center beyond simply producing NCI-required data tables and publication lists. Julie DeJager Glavic will share how Case Comprehensive Cancer Center used EVAL in their recent CCSG renewal to highlight successes of their career development program and to emphasize the return-on-investment of their internally-awarded pilot research grants. Julie will share ideas with other centers about how EVAL's structure can help track and connect membership data in novel ways.

Research Administration

This session, led by Wendy Tate of Forte, will examine the wide array of considerations that must be analyzed prior to determining feasibility for conducting a trial. In efforts to assist with streamlining the objective review of clinical trials, Forte has been developing a method to predict clinical trial accrual prior to opening the study. This session will review the progress of this methodology as well as a holistic view of its use in a feasibility review process.

CTO Administration

OnCore provides sites an opportunity to integrate, perform and track several key study activation tasks within the CTMS. In this session, representatives from UCLA and Indiana University will discuss how their sites were able to transition a variety of finance related study activation tasks directly into OnCore (coverage analysis, research pricing, procedural coding, and budget development and negotiation). The presentation will also include key implementation considerations, valuable lessons learned, and defining metrics to measure success and/or opportunities for improvement.

Financials

The regional meetings are a place to connect and have a forum for openly discussing what matters most to you. The goal is for all sites to be empowered through the sharing of knowledge and experiences within the world of research at large – OnCore and beyond. Each region will meet and discuss topics flowing from their previous calls and discussions. Whether you’ve already participated in a call, you’re wanting to join, or looking to meet people in your region, everyone is welcome!

All Attendees

The regional meetings are a place to connect and have a forum for openly discussing what matters most to you. The goal is for all sites to be empowered through the sharing of knowledge and experiences within the world of research at large – OnCore and beyond. Each region will meet and discuss topics flowing from their previous calls and discussions. Whether you’ve already participated in a call, you’re wanting to join, or looking to meet people in your region, everyone is welcome!

All Attendees

The regional meetings are a place to connect and have a forum for openly discussing what matters most to you. The goal is for all sites to be empowered through the sharing of knowledge and experiences within the world of research at large – OnCore and beyond. Each region will meet and discuss topics flowing from their previous calls and discussions. Whether you’ve already participated in a call, you’re wanting to join, or looking to meet people in your region, everyone is welcome!

All Attendees

The regional meetings are a place to connect and have a forum for openly discussing what matters most to you. The goal is for all sites to be empowered through the sharing of knowledge and experiences within the world of research at large – OnCore and beyond. Each region will meet and discuss topics flowing from their previous calls and discussions. Whether you’ve already participated in a call, you’re wanting to join, or looking to meet people in your region, everyone is welcome!

All Attendees

Join us at the Overture Center for the Arts located just off the Madison Capitol Square for drinks, dinner and entertainment. This final night event is just a 10 minute walk from the Monona Terrace.

All Attendees

All Attendees

Delivering engaged training is about more than fancy PowerPoint slides. It's about making online learning experiences a way to share knowledge, build skills and improve performance. In this session, Anne Gerke, Senior Training Specialist at Forte, will define virtual training, help you gain a better understanding how to virtually deliver engaging and effective OnCore training, and offer tips on making virtual OnCore training a reality at your institution.

Training & eLearning

This presentation is Part 1 of 2 of the implementation of the Financials Console at Moffitt Cancer Center. John Musser of Moffitt Cancer Center will discuss the trials and tribulations he experienced as Moffitt entered legacy and new study budgets into the Financials Console while also trying to minimize the impact to study activation. He will also discuss the impacts this had on calendar builds and the visit certifications done by the coordinators, which drive the recognition of revenue by accruals/milestones through an internally-developed Revenue Repository created specifically for this project.

Financials

Anna Grant, Meghan Mendick and Katie Penas of UNMC/Nebraska Medicine will discuss their implementation of a new centralized intake process for new research projects and will highlight the conversion from a disorganized process to a single entry point for clinical research services. As part of the intake strategy, you will learn how UNMC/Nebraska Medicine prioritized study information and document collection to increase the efficiency and accuracy of the study start up process. The development of the intake process involved key stakeholders across multiple areas that will also allow for the addition of standardized data metrics.

CTO Administration

This panel, including members for the University of Minnesota, Duke University and University of Florida, will discuss charge master successes and lessons learned. The use and best practices of the charge master are always hot topics among OnCore users, and the panelists will share their experiences building and maintaining the charge master. They will examine both simple and complex approaches to charge master development, highlighting the pros and cons of each

Financials

The OnCore CTMS is a robust database which contains a plethora of information that is relevant to the operational management of clinical trials. Many organizations have effectively utilized OnCore to house relevant data associated with a research trial and its associated operational process. However, less utilized is the efficiency that can be discovered from developing custom reports. Custom reports can be utilized by a variety of personnel to more effectively support the operational work that they are assigned to complete. This presentation, led by a panel of OnCore veterans, will examine how organizations have utilized OnCore custom reporting to manage a variety of operational needs.

CTO Administration

Tim Spinler, eLearning Developer at Forte, will provide tips and tricks for trainers and developers to use when planning eLearning programs. Tim will share tools and processes to help storyboard new eLearning modules. He'll also discuss strategies for creating new content and converting your existing classroom training content for use in an eLearning application.

Training & eLearning

Forte Academy was launched in January 2018 as the centralized training portal for all Forte products, providing access to recorded webinars, eLearnings, training videos, and upcoming classes for OnCore, Allegro, eReg, Forte EDC, EVAL, and Payments. In this session, Abby Ehringer, Forte's Training Manager, will demonstrate the key features of Forte Academy, including the manager reports that can be used to track training completions for users at your organization. Learn how Forte Academy and our free training content can be used to supplement your end user training program.

Training & eLearning

Incorporating financially relevant information can be a difficult task when trying to accommodate every department's needs while minimizing your footprint. During this presentation, Franco Basarabescu, OnCore Support Team Lead at Washington University in St. Louis, will discuss the processes that worked well at WUSTL as well as the hurdles that they overcame.

Financials

In this session, Kathleen Granlund of the University of Michigan will describe how her team functions as the coordinating center for the Michigan Cancer Center Multi-site Team IITs. She'll discuss team structure, roles and responsibilities, relationships with internal and external stakeholders and lessons learned from recent collaborations with pharmaceutical stakeholders.

CTO Administration

All Attendees