Agenda

Our 2024 Onsemble Conference will include the following focus areas:

  • Sharing best practices for clinical research operational leadership
  • Optimizing the financials management and lifecycle of a trial
  • All things regulatory: IRB workflows, document management, 21 CFR Part 11 compliance, and more
  • Technology implementation, adoption, and training methods to ensure success
  • Hot topics for new community members
  • OnCore and Clinical Conductor tips, best practices, and success stories

*Times are displayed in Arizona Time (AZ)

Monday, March 18, 2024

12:00 pm AZ

Speakers:

Clinical Conductor Enterprise 101

Monday 12:00 pm - 5:00 pm AZ

This workshop will cover the essential functions of Clinical Conductor Enterprise CTMS at a high level. You will learn the basics of study setup, document management, subject management, invoicing and payments, and financial adjustments and reporting. The workshop is a great chance to explore the CTMS, ask questions from experts, and get a clear picture of what’s possible with Clinical Conductor Enterprise.

Workshop

Speakers:

OnCore 101

Monday 12:00 pm - 5:00 pm AZ

This workshop, led by Cassie Hemmann and Erick Sperloen of Advarra, will cover the essential functions of OnCore CTMS at a high level. You will learn the basics of OnCore CRM and Admin, Subject Management, Calendars, and Financials. The workshop is a great chance to explore the OnCore CTMS, ask questions, and get a clear picture of what’s possible within the system.

Workshop

6:00 pm AZ

Welcome Dinner

Monday 6:00 pm - 8:00 pm AZ

Join us as we kick off the conference with a poolside dinner reception!

General Session

Tuesday, March 19, 2024

6:30 am AZ

Yoga

Tuesday 6:30 am - 7:00 am AZ

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.

General Session

7:00 am AZ

Breakfast

Tuesday 7:00 am - 8:30 am AZ

General Session

8:30 am AZ

Speakers:

General Session: Welcome & CEO Keynote

Tuesday 8:30 am - 9:30 am AZ

Join Advarra leadership as they welcome attendees to the 2024 Onsemble Conference. The team will provide insight on where the clinical research industry is headed, and how you can collaborate with the Onsemble Community and with Advarra to make research safer, smarter, and faster.

General Session

9:45 am AZ

Speakers:

General Session: Customer Leadership Panel

Tuesday 9:45 am - 10:45 am AZ

Join us as a panel of leaders within the Onsemble Community discusses the industry's biggest challenges and how sites are facing them head on.

General Session

11:00 am AZ

Speaker:

General Session: Guest Keynote

Tuesday 11:00 am - 12:00 pm AZ

ReVisionary Thinking

The Science and Strategy of Adapting to Change

 

Can you reach your goals, even if things aren’t going the way you expect? Most people (and organizations) are good at setting goals and making plans, but not very good at revising those plans when things change. But that’s the real work of resilience. Backed by Courtney’s data-driven research, ReVisionary Thinking offers concrete strategies for building “future readiness” and blazing a new path when the goalposts move on you. 

 

At the end of this session, participants will be able to…

· Avoid the typical mistakes people make when confronted with change

· Improve mental flexibility as individuals and teams

· Understand why gut instinct fails you in unfamiliar situations—and how to counter it

· Generate more (and more innovative!) ideas when solving problems

General Session

12:00 pm AZ

Lunch

Tuesday 12:00 pm - 1:00 pm AZ

General Session

1:00 pm AZ

Speaker:

General Session: Advarra Technology Deep Dive

Tuesday 1:00 pm - 1:50 pm AZ

Join our product and services team leaders to learn about new innovations from Advarra. We'll share what's new, and how Advarra solutions are helping connect all research stakeholders to move research forward.

General Session

2:00 pm AZ

Speakers:

Developing a Data-Driven Financial Feasibility Process

Tuesday 2:00 pm - 2:50 pm AZ

The Yale Center for Clinical Investigation (YCCI) is undergoing an organizational optimization and feasibility review process review to assist with better recovery of costs associated with conducting research. This multi-faceted process is in partnership with Advarra and, while still underway, has brought to light multiple process improvements that are valuable to the broader research community. Join leaders from YCCI and Advarra as they share their progress and lessons learned from this strategic initiative.

CBRN & SOCRA CE Credits Available Financials

Speakers:

  • Stephen Gately
    Research Information Systems Specialist/Administrator, University of Texas Medical Branch (UTMB)
  • Cuong (Andy) Nguyen
    Research Information Systems Specialist/Developer, University of Texas Medical Branch (UTMB)
  • Liz Hennessy MSN, RN, CCRP
    Research Nurse Manager of Research Coordinator Support Services, University of Texas Medical Branch (UTMB)
  • Andrew Nugent
    Research Information Systems Manager, University of Texas Medical Branch (UTMB)

The Phases of the UTMB IRB / eReg Integration

Tuesday 2:00 pm - 2:50 pm AZ

In this session, representatives from the University of Texas Medical Branch (UTMB) will demonstrate how they implemented an integration between InfoEd IRB and Advarra eReg. The presenters will discuss their implementation from both functional and project management perspectives, their decisions concerning integration, benefits gained, and share lessons learned from the UTMB integration journey.

Training/Adoption/Implementation

Speakers:

  • Kate Huffman
    Director of Operations, Michigan Clinical Trial Support Unit, University of Michigan
  • Amie Anderson
    Business Analyst, OnCore and eReg CTMS, University of Michigan

Connecting the Spokes to the Hub:  Creative Solutions for Support Services

Tuesday 2:00 pm - 2:50 pm AZ

Clinical Research Support Services are generally not primary users of OnCore; rather they are consumers of the data to drive their operations which in turn positively impacts time to activation and operations. Visibility into the clinical trial pathway, particularly the start-up timeline, provides many benefits for support services like research pharmacy, clinical research unit, and the investigator assistance program. In this session, representatives from The University of Michigan will share how they successfully implemented OnCore with these support services, reducing data duplication and improving and streamlining existing workflows leading to dashboards with integrated data instrumental to operations.

CBRN & SOCRA CE Credits Available Executive/CTO Leadership

3:00 pm AZ

Speakers:

  • Erwin Go
    Research Applications Specialist, Inova Health System
  • Emma Barkman
    University of Maryland - Greenebaum Comprehensive Cancer Center
  • Albert Renteria
    University of Texas MD Anderson Cancer Center

General Session: Advarra Customer Highlight

Tuesday 3:00 pm - 3:50 pm AZ

In this session, community members will showcase their use of Advarra solutions and services. They will share experiences and lessons learned, and highlight improvements in efficiency, compliance, and more.

General Session

4:00 pm AZ

Product & Services Happy Hour

Tuesday 4:00 pm - 5:30 pm AZ

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

General Session

Wednesday, March 20, 2024

6:30 am AZ

Yoga

Wednesday 6:30 am - 7:00 am AZ

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.

General Session

7:00 am AZ

Breakfast

Wednesday 7:00 am - 8:30 am AZ

General Session

8:30 am AZ

Speaker:

Advarra eReg and eConsent Overview

Wednesday 8:30 am - 9:20 am AZ

Come learn more about Advarra eReg and eConsent! Marmee Lutz, product manager for eReg and eConsent, will provide a high-level overview of the eReg platform and eConsent module, answering audience questions and demonstrating key workflows within the systems.

Hot Topics in Clinical Research

Speakers:

  • Josiah Argo
    Clinical Trials Management Systems Analyst, University of Iowa
  • Sandra Ahrendsen
    Senior Business Analyst, University of Iowa

Examining University of Iowa's CTMS Custom Training Model

Wednesday 8:30 am - 9:20 am AZ

During this presentation, representatives from the University of Iowa (UI) will outline their approach for development, delivery and sustainment of their CTMS training program. UI recently implemented OnCore enterprise-wide, and will soon roll out Advarra eReg and Advarra eSource + EDC. Presenters will discuss how their standard process for managing their training program allows them to apply the same process as they stand-up the new applications. They will share insights and lessons learned about the content development process, training signup, training tracking, and transitioning from live training during implementation to a more sustainable online/on-demand hands-on version, post implementation. In addition, they will discuss future-state plans to continuously improve and grow their entire CTMS training program.

Training/Adoption/Implementation

Speakers:

  • Xiyu (Sherry) Zheng, MS
    OnCore Data Analyst, Stanford Clinical Trial Office
  • Agnes Nika
    Associate Director of Clinical Research Services, Stanford Clinical Trial Office

Workload Wizard: Paving the Path to Productivity, Balance, and Strategic Staffing

Wednesday 8:30 am - 9:20 am AZ

In this session, Xiyu Zheng and Agnes Nika from the Stanford Clinical Trial Office will outline how their team's workload tool provides quantitative data support to assess staffing needs and determine when the workload will peak within a given month. By evaluating staffing levels and workload scores regularly, the tool aims to ensure productivity, sustainability and work-life balance. They will share how their data-driven approach enables escalation to supervisors for staffing discussions and involves engaging leaders when necessary.

CBRN & SOCRA CE Credits Available Executive/CTO Leadership

9:30 am AZ

Speakers:

  • Angie Padget
    Associate Director, Study Startup and Billing Compliance, Duke University School of Medicine
  • Susan Natoli
    Sr. Strategic Services Associate, Duke University School of Medicine

Advanced Study Startup and Calendar Build Workflows in OnCore

Wednesday 9:30 am - 10:20 am AZ

Since implementing OnCore in 2018, the Duke Office of Clinical Research has developed creative ways to utilize Annotations, task lists, and notifications to maximize transparency and accountability throughout the study startup process. They have also developed a “lean” calendar-building approach that makes visit tracking and financial reconciliation easier. In this session, leaders from Duke will share these processes and outline how Annotations tracking drives reporting, how task lists improve visibility in the calendar build process, how notifications help minimize delays, calendar-building best practices, and more.

CBRN & SOCRA CE Credits Available OnCore/Clinical Conductor Tips

Speakers:

Case Study: Applying CTME Maturity for Organizational Improvement

Wednesday 9:30 am - 10:20 am AZ

The University of Iowa (UI) leveraged a CTSA-developed maturity assessment for Clinical Trials Management Ecosystems (CTME) to establish processes to improve the organization’s clinical research processes. In this session, representatives from UI will share how their CTME maturity assessment was done and how the results of the assessment are driving incremental steps to improve clinical research operations at the University of Iowa.

CBRN & SOCRA CE Credits Available Executive/CTO Leadership

Speaker:

  • Amy Drake
    Senior Business Systems Analyst, The Ohio State University Wexner Medical Center

Exploring a Mechanism for Application Access Audits

Wednesday 9:30 am - 10:20 am AZ

We all know how important application access control is, specifically with the sensitive data that is collected and stored within them. How can sites conduct their user access audits, and document their completeness? Sarah Falk and Amy Drake from The Ohio State University will share how their team developed a RedCap tracking tool to track and automate the user access process. During this session, they will review what they audit, how the audit is completed, who is responsible, and where the outcome is documented.

Regulatory

10:30 am AZ

Speakers:

The Journey from a Legacy EDC Platform to Advarra EDC

Wednesday 10:30 am - 11:20 am AZ

How do you maintain compliance and workflows when your organization has elected to retire EDC and CTMS platforms you have been utilizing for more than 20 years? In 2021, UC Davis chose to retire a platform that provided CTMS and EDC capabilities, and move to OnCore and Advarra EDC. This change mandated a massive clinical trial data movement. Join the UC Davis team as they outline the “beta-project” of clinical data migration from their legacy platform to Advarra EDC. We’ll share the perils and pitfalls, the significant importance of project planning, mutually agreed upon timelines, and robust communication in managing a successful transition.

Training/Adoption/Implementation

Speakers:

  • Rama Gundabhat
    Sr. Applications Systems Analyst, The University of Texas MD Anderson Cancer Center
  • Erick Sperloen
    Manager, Technology Training, Advarra
  • Jonathan Aguilar
    Clinical Research Training Specialist, The University of Texas MD Anderson Cancer Center

A Blended Approach: ILT & Custom eLearning for Large Scale Implementations

Wednesday 10:30 am - 11:20 am AZ

In this session, Jonathan Aguilar and Rama Gundabhat from The University of Texas MD Anderson Cancer Center will team up with Advarra's Erick Sperloen to give a comprehensive review of the experience of implementing custom eLearning modules in conjunction with onsite instructor-led trainings to integrate OnCore CTMS. With all phases of the implementation strategy are complete and the majority of faculty and staff trained on how to use OnCore, Jonathan, Rama, and Erick will share how this training experience helped get hundreds of end-users up to speed quicker than providing eLearning trainings or instructor-led trainings alone. They will also discuss how the experience has positively impacted the future direction of MD Anderson's training needs.

Training/Adoption/Implementation

Speakers:

Using Clinical Conductor to Run Research as a Business

Wednesday 10:30 am - 11:20 am AZ

In this session, site leadership will share how their organization uses Clinical Conductor to help provide the visibility and control they need to ensure they're running a successful, profitable research program. In addition, the Advarra team will highlight financial capabilities in the system, including reporting aligned with Generally Accepted Accounting Principles (GAAP).

CBRN & SOCRA CE Credits Available Financials

11:30 am AZ

Lunch

Wednesday 11:30 am - 1:00 pm AZ

General Session

1:00 pm AZ

Speakers:

  • Adam Civils, MSHA, CCRP
    Regulatory Affairs Team Lead, VCU Massey Comprehensive Cancer Center
  • Kate Huffman
    Director of Operations, Michigan Clinical Trial Support Unit, University of Michigan

Task Lists: More Than A Checklist

Wednesday 1:00 pm - 1:50 pm AZ

OnCore task lists can be a powerful tool for organizing and tracking tasks, especially in complex processes like clinical trials. The Massey Cancer Center Clinical Trials Office and the University of Michigan Clinical Trials Office are both leveraging task list and annotation data to not only track steps associated with clinical trial activation but enhance efficiency, quality, communication, manage risk, and improve decision-making, ultimately leading to improved operations. This presentation will discuss how organizations can benefit from utilizing task lists and the best practices and lessons learned from implementation and maintenance of task lists from both institutions.

CBRN & SOCRA CE Credits Available Training/Adoption/Implementation

Speaker:

Training Isn’t Duct Tape…It Can’t Fix Everything

Wednesday 1:00 pm - 1:50 pm AZ

It may feel like the instant reaction to a problem is saying “we need training.” Training is often a good answer but that doesn’t always mean it’s the right answer. Taking a step back and conducting a thorough needs analysis may present other options. In this session, Advarra's Senior Training Specialist Cassie Hemmann will explore why some of the best training efforts fail, identify key steps to implement training that works, and provide alternative actions which may better support non-training challenges.

Training/Adoption/Implementation

Speakers:

Enhancing Performance through Clinical Research Unit Scorecards: Driving Metrics for Excellence

Wednesday 1:00 pm - 1:50 pm AZ

The implementation of OnCore® by Duke University in May 2018 marked a pivotal step towards standardizing the clinical research process from protocol inception to project conclusion. This initiative aimed not only to establish a uniform research experience, but also to foster data transparency and metrics alignment with institutional objectives. While the focus on portfolio management was central to the OnCore integration, its effectiveness relied upon the availability of comprehensive and accurate information. In this session, Denise Snyder and Catee Mullen will outline Duke's Clinical Research Unit (CRU) Scorecard, created to identify and rectify areas requiring improvement across the research domain. They will share how the Scorecard leverages OnCore to help drive operational efficiency throughout the enterprise, how it encourages technology best practices, and how it has ultimately improved metrics related to enrollment, adoption, and financial performance.

CBRN & SOCRA CE Credits Available Executive/CTO Leadership

2:00 pm AZ

Speakers:

Embracing the Cloud: Strategies for Seamless Upgrades and External Monitor Access

Wednesday 2:00 pm - 2:50 pm AZ

With a business shift towards cloud-based applications, there are many aspects that an organization must consider when it comes to the continuation of support for its end users. In this session, representatives from The University of Michigan will discuss the tools and strategies used for their upgrades to eReg, and discuss how these tools keep our organization nimble and ready for both major and minor application upgrades (all while maintaining 21 CFR Part 11 validation). In addition to improving processes with cloud-based upgrades, UM will discuss their process for provisioning external monitor accounts so that they can conduct Review Sessions inside of eReg and present tips and best practices when considering allowing external monitors into an organization’s cloud-based applications.

Hot Topics in Clinical Research

Speakers:

  • Ehsen Malik
    IT Business Process Analyst, Fred Hutch Cancer Center & University of Washington
  • Megan Miller
    CTMS Training Program Manager, Fred Hutch Cancer Center & University of Washington

No Train, No Gain: Key Elements of a Successful CTMS Training Program

Wednesday 2:00 pm - 2:50 pm AZ

A comprehensive training program is a critical component in both the successful implementation of a CTMS, and for realizing long-term institutional goals. Effective training helps to build knowledgeable end users, boost their comfort with the technology and realize a CTMS as a vital tool for managing research activities. In turn, these empowered end users support institutional goals by adopting centralized CTMS workflows that promote subject safety, billing compliance, financial management and much more. This presentation will cover essential elements of a comprehensive training program to ensure study teams have knowledge and skills to carry out end-to-end research workflows in your CTMS.

Training/Adoption/Implementation

Speakers:

  • Maria Liwai
    Senior Applications Analyst and Trainer, University of Nebraska Medical Center
  • Erica Rocco, BS, CCRP
    Senior Regulatory Project Manager, Yale Center for Clinical Investigation (YCCI)
  • Susan Natoli
    Sr. Strategic Services Associate, Duke University School of Medicine
  • Kacey Richards
    Manager of Intake and Feasibility, Yale Center for Clinical Investigation (YCCI)

eReg Delegation of Authority: Best Practices and Use Cases

Wednesday 2:00 pm - 2:50 pm AZ

In this session, Advarra eReg users will highlight their use of the system's delegation of authority (DoA) workflows. They will share how they use the system to facilitate DoA, how they have integrated eReg DoA with their current DoA workflows, and how they ensure task, role, and sponsor requirements are met.

CBRN & SOCRA CE Credits Available Training/Adoption/Implementation

3:00 pm AZ

Speakers:

Utilizing CCE Protocol Versioning and Other Tools for Amendment Management

Wednesday 3:00 pm - 3:50 pm AZ

In this session, Lauren Stiller and Leah Potts will provide the framework for utilizing Clinical Conductor Enterprise (CCE) protocol versioning and other tools for amendment management at Norton Research Institute. They will also share best practices for protocol and budget amendment management. Major focus will be on process management for all types of amendments, utilizing protocol versioning in CCE to update study builds, and creating element revenue amendments in CCE to update the element revenue amounts.

CBRN & SOCRA CE Credits Available Financials

Speakers:

  • Molly Van Rheen, MS, MBA
    CTMS Program Director, Fred Hutch Cancer Center & University of Washington
  • Christine Ricklefs, MPH
    CTMS Assistant Director, Fred Hutch Cancer Center & University of Washington
  • Kate Connelly
    Lead Calendar and Financial Analyst, Fred Hutch Cancer Center & University of Washington

The 2-step Amendment Dance

Wednesday 3:00 pm - 3:50 pm AZ

During amendments, the process to align the updated billing grid release to the medical record system with the IRB approval of the protocol amendment is critical for research billing compliance. The timeline to also update the negotiated budget for sponsored trials frequently does not line up with the IRB approval. To alleviate this discrepancy the Fred Hutch / University of Washington OnCore team developed the two-step amendment process in OnCore. In this presentation, speakers will describe the rationale behind this workflow and take the audience through the ‘two steps’ of the process. They will describe the key workflows, dependencies, and decision points for releasing a billing grid for CRPC integration before the negotiated budget is entered. The presenters will describe process data, potential pain points, and adjustments being explored for improvements after two years into this process.

CBRN & SOCRA CE Credits Available Financials

Speaker:

Visualizing OnCore Data Using Advarra Analytics

Wednesday 3:00 pm - 4:50 pm AZ

This two-hour, hands-on workshop will allow customers to see how Advarra Analytics can be utilized for institutional reporting and visualization of clinical research data. Standard reports as well as custom report creation will be covered.

 

Note: This is an extended session. If you choose to attend this session, please do not register for a session in the following block to avoid overlap.

Training/Adoption/Implementation

4:00 pm AZ

Speakers:

It Takes Two: Instituting a Shared Process for Coverage Analysis Between Two Separate Legal Entities

Wednesday 4:00 pm - 4:50 pm AZ

The Medical College of Wisconsin and Froedtert Health (F&MCW) rolled out OnCore Financials, including use of the OnCore Coverage Analysis Console, in July of 2023. Although F&MCW represent affiliated partners, the organizations are separate legal entities with each institution maintaining its own compliance and billing teams to address the research financial process. The team will share how their financials implementation was accomplished by working together to detail the previous workflows for both organizations, identifying the problems with those workflows, and then developing a standardized process to support efficient and complaint research related claims management across both organizations.

CBRN & SOCRA CE Credits Available Financials

Speaker:

Planning for Complex Change at Your Organization

Wednesday 4:00 pm - 4:50 pm AZ

This presentation will educate teams on how to plan and prepare for major change management efforts to avoid costly mistakes. Presenters will cover methodology to evaluate technical architecture, resourcing, and oversight to ensure that your next change management effort is a smashing success.

Executive/CTO Leadership

6:30 pm AZ

Final Night Dinner

Wednesday 6:30 pm - 9:30 pm AZ

Join us for an evening of great food and drink, networking and fun.

General Session

Thursday, March 21, 2024

7:00 am AZ

Breakfast

Thursday 7:00 am - 8:00 am AZ

General Session

8:00 am AZ

Speakers:

CTMS Program Analyst - Role Creation and Utilization

Thursday 8:00 am - 8:50 am AZ

This presentation will focus on the creation of a CTMS (Clinical Trials Management System) Program Analyst role at Henry Ford Health System (HFHS). HFHS representatives will share why and how this role was created, the expectations of the role, and how it has evolved to date. We will also discuss the creation and utilization of a Cohort Implementation Guide that was created to be used when onboarding new departments.

Training/Adoption/Implementation

Speaker:

  • Amy Drake
    Senior Business Systems Analyst, The Ohio State University Wexner Medical Center

Advarra eSource + EDC: Tracking, Documentation and Onboarding for Protocols and Staff

Thursday 8:00 am - 8:50 am AZ

During Advarra eSource + EDC 21 CFR Part 11 validation, your institutional SOPs documented that new staff and protocols will be onboarded in a particular fashion. In this session, Amy Drake from The Ohio State University will share how OSU developed a tracking mechanism for both administration and end-users to document each completed step in the onboarding process, including a place to upload required materials, and built-in automated emails.

CBRN & SOCRA CE Credits Available Training/Adoption/Implementation

Speaker:

Clinical Trials Office Environmental Assessment

Thursday 8:00 am - 8:50 am AZ

Identifying area, a Clinical Trials Office (CTO) is successful and areas that need improvement is important for determining where resources within a CTO should be focused. This presentation will review best practices for conducting an environmental assessment. From conducting an Internal and external assessment, to identifying resources needed to conduct an assessment, and how to move forward after an assessment is complete will be covered in this presentation.

CBRN & SOCRA CE Credits Available Executive/CTO Leadership

9:00 am AZ

Speakers:

Health System Wide Implementation: Decisions Made and Lessons Learned

Thursday 9:00 am - 9:50 am AZ

This presentation will focus on how Henry Ford Health System (HFHS) approached OnCore and eRegulatory implementation for non-oncology departments across the health system. Presenters will outline different topics from preparation for the implementation, style and schedule of the implementation, as well as optimizing the resources that were available and potential bandwidth issues. HFHS representatives will also discuss investigative tools that were utilized during the early phases of this project.

Training/Adoption/Implementation

Speaker:

Recruitment Training Session

Thursday 9:00 am - 10:50 am AZ

In this double session, learners will gain hands-on experience with key recruitment workflows in Clinical Conductor Site.  Learners will learn how to create campaigns, screening criteria, patient profiles and call lists.  Learners will learn how to utilize the call center, and how the recruitment efforts feed into reporting.

 

Note: This is an extended session. If you choose to attend this session, please do not register for a session in the following block to avoid overlap.

CBRN & SOCRA CE Credits Available OnCore/Clinical Conductor Tips

Speakers:

Advanced OnCore Topics

Thursday 9:00 am - 10:50 am AZ

Join the OnCore training team as we explore various topics including advanced OnCore financials and calendar considerations. This session will be hands-on in an Advarra OnCore environment and will be a double session.

 

Note: This is an extended session. If you choose to attend this session, please do not register for a session in the following block to avoid overlap.

OnCore/Clinical Conductor Tips

10:00 am AZ

Speakers:

  • Haley Parker
    Research Analyst, OnCore Clinical Trials Management System, Mass General Brigham
  • Jennifer Warmington
    Director of Clinical Trial Management Systems, Mass General Brigham
  • Chris Redig
    Team Lead Clinical Trials Management Systems, Mass General Brigham

An Overview of the Implementation Process: From PeopleSoft to WorkDay

Thursday 10:00 am - 10:50 am AZ

Mass General Brigham is currently in the process of redesigning the OnCore Receivables integration as they transition from PeopleSoft to with Workday. We will review our team's implementation process, provide lessons learned, and highlight how we are addressing some of our most complex issues. We will discuss project plans, resources, integration setup, testing, training, and much more.

Financials

11:00 am AZ

Speakers:

  • Mariel Rojas, MS
    Clinical Research Management Analyst, University of California, San Francisco (UCSF)
  • Sonam Choden, MPH
    Clinical Research Management Analyst, University of California, San Francisco (UCSF)
  • Robert Till
    Associate Director, Information Systems, Operation & Strategy, University of California, San Francisco (UCSF)

Transitioning to OnCore Financials for Post-Award Management

Thursday 11:00 am - 11:50 am AZ

In this session, team members from UCSF's Office of Clinical Trial Activation present on their journey of implementing OnCore Financials for post-award sponsor invoicing on industry sponsored trials. They will start by providing historical context for financials adoption, from a pilot initiative in 2021 to the roll-out for new, industry sponsored studies in July of 2022. The team will delve into the nuts and bolts behind financials builds at UCSF and explain the process of transitioning from CTA to OnCore while integrating financials onto the calendar and billing grid. The presentation also touches on the importance of kickoff calls and collaboration with the study team, RFA, and budget analysts. The team will also share the best practices learned for calendar, coverage analysis, and budget development to adapt to financials, drawing from valuable learnings during their implementation journey.

Financials

Speakers:

  • Alex Young
    Feasibility Navigator, Clinical Trials Office, Rutgers University
  • Nancy Reilly, RN, MS
    Executive Director, Clincial Trials Office, Rutgers University

Leveraging OnCore to Streamline Partner Hospital Processes

Thursday 11:00 am - 11:50 am AZ

One of the more challenging aspects of conducting clinical research at an Academic Medical Center is navigating the complexities of working with partner hospitals. This is particularly complex at Rutgers University, with two medical schools conducting research, each of which has their own partner hospital system. In this session, representatives from Rutgers will outline how they leveraged OnCore to ensure clear, concise communication between the AMC and partner hospitals. The team will share their experiences, poll/discuss audience experiences, and present how OnCore has been leveraged to increase efficiency and decrease duplicative work.

CBRN & SOCRA CE Credits Available OnCore/Clinical Conductor Tips

Speakers:

  • Suzan Bruce, CPC
    Associate Director, CTMS Operations, UC Davis Clinical and Translational Science Center
  • Kari Allen, MBA, CRA
    Director, CTMS Operations, UC Davis Clinical and Translational Science Center

The Art of Centralization: How to Wrangle Cats and Catch Smoke

Thursday 11:00 am - 11:50 am AZ

In this session, presenters from UC Davis will share how implementing OnCore put a spotlight on their siloed, manual, and inconsistent processes. They will review the challenges, limitations, and risks they faced in managing clinical trials before implementing a centralized process to make their OnCore deployments successful. They will also discuss how they came to the decision to centralize their CTMS Operations, and how they leveraged leadership, existing experience, and resources to support adoption.

CBRN & SOCRA CE Credits Available Executive/CTO Leadership

11:30 am AZ

Lunch (Grab & Go Available)

Thursday 11:30 am - 12:30 pm AZ

General Session

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