Agenda

This one-day, interactive clinical research finance workshop offers up to 9 hours of continuing education credit through SOCRA & ACRP. The training includes practical, step-by-step tutorials related to clinical research budgeting and billing compliance, and provides attendees an opportunity to earn Coverage Analysis Certification™.  Key training topics will include:

• Clinical research billing regulations and Coverage Analysis best practices
• Key considerations for OnCore financials implementation
• Study activation workflow engineering and research budgeting and billing compliance
• Research charge master considerations and functionality
• Strategies to maximize utility of OnCore billing grids for OnCore and EHR interfaces

This session is designed and best suited for coverage analysis, budget development, research finance, and/or clinical research billing compliance stakeholders. Attendees will receive a participant guide, job aids and guidance materials adopted by leading medical centers to support OnCore budget development and coverage analysis best practices. Attendees will also have the opportunity to become Certified Coverage Analysts™ by successfully demonstrating subject matter proficiency through a post-training assessment and remote practicum.

The training is led by Bishoy Anastasi, a nationally recognized subject matter expert, particularly in research finance, coverage analysis, and research billing compliance. Bishoy has 20+ years of clinical research management experience, and co-authored and oversees coverage analysis and research pricing policies and processes for a leading academic medical center. 100% of previously surveyed attendees recommend this training to others.

This workshop has a separate fee of $995, which includes the one-day training, training materials, and the post training assessment and remote practicum for Coverage Analysis Certification™.

Kira Hulse and Kim Smith of Moffitt Cancer Center, along with Cyndi Bower and Mollie Bodin of the University of Michigan Medical School Office of Research will present on measures they implemented throughout the COVID-19 pandemic. The University of Michigan ensured uninterrupted support to human research studies, and the Moffitt team utilized OnCore to manage subjects, protocol statuses and provide guidance for study deviations and subject status changes. Both institutions worked to stabilize their research teams through collaboration, ensuring effective communication and training, and continuous improvement at the department and institutional levels.

Join the Onsemble Community for a not-your-typical networking event.  Be entertained with your favorite tunes, bring your preferred happy hour beverage, and network with our industry professionals across the country for a Through the Decades -themed trivial game hour!  Top 3 winners receive choice of gift card.

Join Brett Weaver of the University of Minnesota as he provides an overview of multi-site study capabilities and tracking within OnCore, including setup, maintenance, and follow-up. He will outline the process used by UMN as a coordinating center, showing how to add and track separate institutions, track IRB, upload and maintain documents and more, all while limiting PHI to all external institutions/sites. Weaver will also provide a demonstration of eCRF tracking for study subjects and review how UMN switched to the Forte EDC platform to establish 21 CFR Part 11 compliance for PI sign-off.

In this session, Julie Anthony, Kerri Briesmiester, and Lyle Portice of the University of Michigan Clinical Trials Management System Team implemented a complete transition to a fully remote support team at the onset of the COVID-19 pandemic. They will discuss how they were successfully able to do so, ensuring the system and data remain sound while operating remotely. Implementing tools and processes to support the new remote work requirement has been imperative to their success of keeping research moving forward.

Have you wondered how to change the financials process of an organization towards a centralized budgeting and invoicing team? Jill McKinley of Advarra, along with Suzanne Calzada, Tricia Pearce, and Sami Naber of Cedars-Sinai Medical Center will discuss the steps CSMC took to move general research budgets and invoicing into OnCore and to start the process of centralizing financial activities. They will discuss leadership decisions, charge master changes, process documentation, training, adoption, and the budgeting building process. They will point out how the billing grid integration helps to promote accuracy in patient billing and the payments integration documenting invoices and payments, as well as how the process is working today.

In this general session, members of the Advarra leadership team will highlight accomplishments within the Onsemble Community, provide updates on Advarra products and services, and share our vision for a connected future.

Join us to hear executive leadership from an academic medical center talks about how the COVID-19 global pandemic has impacted research, operations, and workflows this year.  Discussion on how research can continue to move forward as well as learned lessons for continuity will be discussed.