Agenda

The focus areas for the 2022 Onsemble Conference include:

  • Executive / CTO Leadership
  • Financials
  • Hot Topics
  • OnCore / Clinical Conductor Tips
  • Regulatory
  • Training / Adoption / Implementation

*Times are displayed in Eastern Time (ET)

Tuesday, March 29, 2022

9:00 am ET

Speakers:

OnCore 101

Tuesday 9:00 am - 2:30 pm ET

This workshop, led by Miranda Schramm and Doug Vosters of Advarra, will cover the essential functions of OnCore CTMS at a high level. You will learn the basics of 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.

ACRP CE Credits Available Workshop

Speakers:

Clinical Conductor Site 101

Tuesday 9:00 am - 2:30 pm ET

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

ACRP CE Credits Available Workshop

10:00 am ET

Speaker:

  • Bishoy Anastasi
    Director, Clinical Research Finance, UCLA Dean’s Office of Clinical Research / CTSI, Research Academy

Coverage Analysis Certification™ (Virtual)

Tuesday 10:00 am - 5:00 pm ET

This interactive workshop offers up to 12 hours of continuing education credit through SOCRA & ACRP, and provides an opportunity to achieve Coverage Analysis Certification™.

Key training topics will include:

•Clinical research billing regulations and Coverage Analysis best practices 

•Strategies to maximize utility of OnCore billing grids and electronic health record interfaces 

•Best practice approaches to OnCore financials implementation & user adoption

•Study activation workflow engineering and research budgeting and billing compliance workflows 

•Research charge master considerations and functionality 

Attendees receive a participant guide, practical job aids and guidance materials adopted by leading medical centers to support OnCore budget development and coverage analysis best practices. Participants will also have the opportunity to become Certified Coverage Analysts™ by successfully demonstrating subject matter proficiency through a post-training assessment and remote practicum.

This workshop has a separate fee of $995, which includes training sessions, job aids, and a post-training assessment and practicum to earn Coverage Analysis Certification™. Please note, a key enhancement for this session will now include dedicated training time to complete the Certification assessment and practicum (previously, remote practicums were required to be submitted post-training). 

11:30 am ET

Site-Sponsor Consortium Meeting (Invite Only)

Tuesday 11:30 am - 5:30 pm ET

Advarra’s deep relationships across the research community allow us to connect sponsors, CROs, and sites to further drive collaboration between stakeholders. Our customer community is a great place for those stakeholders to help develop a better solution for clinical research—one that improves workflows for all. This meeting will offer a day of constructive and candid problem-solving between the industry’s leading sites, sponsors, and CROs, and a kickoff to our Site-Sponsor Consortium. We’ll use the day as a working meeting for the consortium, aligning our vision, diving into challenges, and establishing our next steps.

12:00 pm ET

Lunch

Tuesday 12:00 pm - 1:30 pm ET

3:00 pm ET

Speakers:

Advarra Solutions Overview for Clinical Conductor Customers: Getting the Most out of Onsemble

Tuesday 3:00 pm - 4:00 pm ET

Brush up on your knowledge of Advarra Clinical Conductor products or get a refresher before attending Onsemble sessions. This workshop provides a foundation in product workflows to equip you with the background you need to get the most from out of Onsemble. This session will give you a basic overview of solutions in a number of areas, including financial management, analytics and reporting, data management and study management. Content will be most beneficial to new/prospective Clinical Conductor customers or those who are new to their organization.

ACRP CE Credits Available Workshop

Speakers:

  • Jen Mead
    Senior Director, Customer Success, Advarra
  • Makenzie Pick
    Manager, Solutions Consultants, Advarra

Advarra Solutions Overview for OnCore Customers: Getting the Most out of Onsemble

Tuesday 3:00 pm - 4:00 pm ET

Brush up on your knowledge of Advarra products or get a refresher before attending Onsemble sessions. This workshop provides a foundation in Advarra product workflows to equip you with the background you need to get the most from out of Onsemble. This session will give you a basic overview of solutions in a number of areas, including financial management, analytics and reporting, data management and study management. Content will be most beneficial to new/prospective OnCore customers or those who are new to their organization.

ACRP CE Credits Available Workshop

4:00 pm ET

Speakers:

Getting the Most Out of Onsemble - OnCore & Clinical Conductor Together

Tuesday 4:00 pm - 5:00 pm ET

Brush up on your knowledge of Advarra products or get a refresher before attending Onsemble sessions. This presentation provides a foundation in Advarra product workflows to equip you with the background you need to get the most from out of Onsemble. This session will give you a basic overview of solutions in a number of areas, including financial management, analytics and reporting, data management, and study management. This session will be most beneficial to new/prospective customers or those who are new to their organization.

ACRP CE Credits Available Workshop

6:00 pm ET

Welcome Dinner

Tuesday 6:00 pm - 8:00 pm ET

Join us as we kick off the conference with true Southern Hospitality. Enjoy networking with your peers while taking in the stunning views of iconic Savannah River.

Wednesday, March 30, 2022

6:15 am ET

Yoga

Wednesday 6:15 am - 7:00 am ET

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.

7:00 am ET

Breakfast

Wednesday 7:00 am - 8:30 am ET

8:30 am ET

Speakers:

General Session: Welcome & CEO Keynote

Wednesday 8:30 am - 9:30 am ET

Join Advarra leadership as they welcome attendees to the 2022 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 move research forward.

Hybrid Session

9:45 am ET

Speakers:

General Session: Product & Service Deep Dive

Wednesday 9:45 am - 10:45 am ET

Join our product and services team leaders to learn about new innovations from Advarra.

Hybrid Session

11:00 am ET

Speaker:

General Session: Guest Keynote - Matt Cavallo

Wednesday 11:00 am - 12:00 pm ET

Hybrid Session

12:00 pm ET

Lunch

Wednesday 12:00 pm - 1:00 pm ET

1:00 pm ET

Speakers:

The Integrated Research Organization (IRO)

Wednesday 1:00 pm - 1:50 pm ET

The Integrated Research Organization (IRO):  How integrating research within healthcare brings synergistic value.

In this session, Sharmila Bristol, CTO and Kathy Cole, Director of eClinical Solutions from Javara will provide an overview of the IRO model, Clinical Research as a Care Option, and how this model of research delivery impacts key stakeholders across the healthcare ecosystem.

ACRP, CBRN & SOCRA CE Credits Available Hot Topics in Clinical Research

Speakers:

Using the OnCore Study Information Portal to Showcase Your Trials

Wednesday 1:00 pm - 1:50 pm ET

In this session, attendees will learn how to leverage OnCore to showcase their trials and boost recruitment. Ann Kreeger, Program Manager at Advarra, will provide an overview of OnCore's Study Information Portal (SIP) functionality. Then, Trish Stamm, Senior OnCore Support Analyst at the University of Florida, will showcase how her team manages the publication of their active clinical trials on their public-facing website and mobile applications. Trish will also discuss UFL's operational challenges and solutions, as well as details of the technical methods that they used to achieve a comprehensive and sustainable approach.

ACRP CE Credits Available OnCore / Clinical Conductor Tips

Speakers:

  • Tiffany Danielle Pineda
    Research Navigator and Chair, DC3 (Diversity and Cultural Competence Council), UF Clinical and Translational Science Institute
  • Brian Sevier, PhD
    COO, Clinical & Translational Science Institute, University of Florida
  • Katie Eddleton, MPH
    Associate Director, Operations, University of Florida

Bright IDEA: Defining Culture and Action Planning for Change

Wednesday 1:00 pm - 2:50 pm ET

In this session, Tiffany Danielle Pineda, Katie Eddleton, and Brian Sevier from the University of Florida CTSI and UF Office of Clinical Research will present practical ways to address Inclusion, Diversity, Equity and Access (IDEA) through defining culture and uniqueness. They will outline the university's resources for the translational workforce to promote competency in the areas of IDEA, and to deploy tools and resources to address ways to foster and sustain growth of all staff at your institution. This presentation will highlight the university's successes and share practical, actionable ways to celebrate, educate, and enhance IDEA in their local research enterprise.

ACRP, CBRN & SOCRA CE Credits Available Hot Topics in Clinical Research

2:00 pm ET

Speakers:

How Can You (and Why Should You) Plan for a Plan?

Wednesday 2:00 pm - 2:50 pm ET

Planning is the activity of identifying goals and outlining the tasks we need to accomplish those goals. In this session, representatives from Advarra and Huron will outline reasons to identify your stakeholders, confirm your project resources, work through critical scope, timeline, and deployment decisions, and begin your change management plan to lay the foundation for your implementations.

ACRP CE Credits Available Training/ Adoption/ Implementation

Speakers:

  • Matt Brown
    Business Systems Analyst, The Ohio State University James Comprehensive Cancer Center
  • Amy Drake
    Senior Business Systems Analyst, The Ohio State University
  • Kirsten Linsenmeyer, MACPR
    OnCore Administrator and Manager, The Ohio State University James Comprehensive Cancer Center

Keys to Success: Tips for Implementing Advarra EDC

Wednesday 2:00 pm - 2:50 pm ET

Representatives from The Ohio State University James Comprehensive Cancer Center will share tips and tricks to implementing EDC as an Enterprise and using eReg for capturing 21 CFR Part 11 compliant signatures. The session will provide details about a unique enterprise EDC rollout incorporating multiple business units, along with leveraging Advarra eReg for validation, SOPs, and approval activities.

ACRP, CBRN & SOCRA CE Credits Available Training/ Adoption/ Implementation

3:00 pm ET

Speakers:

General Session: Advarra Customer Highlight

Wednesday 3:00 pm - 4:00 pm ET

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.

Hybrid Session

4:00 pm ET

Product & Services Happy Hour

Wednesday 4:00 pm - 5:30 pm ET

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!

Thursday, March 31, 2022

6:15 am ET

Yoga

Thursday 6:15 am - 7:00 am ET

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.

7:00 am ET

Breakfast

Thursday 7:00 am - 8:30 am ET

8:30 am ET

Speakers:

Learning and Succeeding Throughout an Enterprise Implementation

Thursday 8:30 am - 9:20 am ET

The implementation of a CTMS is a phenomenal feat for any institution. The University of Utah is in the process of expanding the use of OnCore from the cancer center at Huntsman Cancer Institute to its entire organization. In addition, the implementation includes an upgrade of the Epic Research module. The complication of this implementation has given their teams many opportunities to collaborate. In this session, Tonya Edvalson and Jaci Skidmore of University of Utah Health will share the lessons they've learned and continue to learn as the implementation moves towards their go-live date.

ACRP CE Credits Available Training/ Adoption/ Implementation

Speakers:

Building and Maintaining a Compliant Regulatory Binder

Thursday 8:30 am - 9:20 am ET

A regulatory binder holds all essential documents related to successful conduct of research studies, often used to reference an organization’s framework for filing essential study documents. Building and maintaining a regulatory binder can be challenging in an evolving regulatory landscape. Regulatory staff and research coordinators need to ensure compliance and visibility in an increasingly remote environment.  In this session, Cheryl Byers and Stuart Cotter Advarra will outline the benefits of technology and process integrations, discuss remote vs. onsite monitoring, and highlight best practices to help you thrive in the ever-changing research environment.

ACRP, CBRN, SOCRA & PRIM&R CE Credits Available Regulatory

Speakers:

Building the Plane and Flying It Too: Successful Scaling of a Research Site

Thursday 8:30 am - 9:20 am ET

Growing a research site is not easy. During this presentation, Louisa Khalil and Adam Larrabee of Rochester Clinical Research will provide tips for scaling up a research site for successful long term growth. Scalability is about capacity and capability. This presentation will share next steps for research institutions to help set the stage for future growth in the era of COVID-19, focusing on people, process, and technology.

ACRP, CBRN & SOCRA CE Credits Available Executive/ CTO Leadership

9:30 am ET

Speakers:

Operationalizing a Multi-Site Genomics Research Initiative

Thursday 9:30 am - 10:20 am ET

Shriners Children’s is committed to conducting high-quality, innovative research in order to improve the care and quality of life of children around the world. One of the ways Shriners Children’s is doing this is through a genomics research initiative that allows them to discover which genes affect certain conditions in patients they see across their healthcare system. In this session, Tristin Morse and Laura Fowler will discuss infrastructure essentials needed to undertake a multi-site investigator-initiative genomics project, identify key component of protocol operations, and share ways of managing, tracking, and monitoring project activities across their international healthcare system through the utilization of research systems, including OnCore.

ACRP, CBRN & SOCRA CE Credits Available Executive/ CTO Leadership

Speakers:

Keep Your Model in Mint Condition: How to Build and Maintain a Stellar Training Data Set

Thursday 9:30 am - 10:20 am ET

Ready-made training environments enhance your training. A training environment with good examples and model data help align your training with the learner’s real-life job function. You can demonstrate workflows more effectively, and users can troubleshoot common issues in a low-risk setting. Join this session to learn best practices for creating and maintaining a model data set from initial build to maintenance. We will also discuss best practices for managing users, environment refreshes, and more.

ACRP CE Credits Available Training/ Adoption/ Implementation

Speaker:

Stanford’s Participant Engagement Platform (PEP) and OIS: Supporting Honest Broker Recruitment

Thursday 9:30 am - 10:20 am ET

In this session, representatives from Stanford Medicine will share information regarding their Participant Engagement Platform (PEP), a tool to help Stanford’s Research Participation Team facilitate and manage outreach efforts. The team will share how they have leveraged OnCore data to power the platform, how the PEP works with Stanfords other enterprise systems, recruitment metrics from before/after the initiative was launched, and much more.

ACRP, CBRN & SOCRA CE Credits Available Hot Topics in Clinical Research

10:30 am ET

Speakers:

  • Karen Finch
    Clinical Research Finance Associate, Duke Office of Clinical Research (DOCR)
  • Rob Gray
    Director, Clinical Research Financial Management, Duke School of Medicine Finance Office

Using OnCore Financials for Industry Sponsored Studies: Are we there yet?

Thursday 10:30 am - 11:20 am ET

Presented by representatives from the Duke School of Medicine Finance and Duke Office of Clinical Research, this presentation outline Duke’s experience with the roll-out of OnCore Financials for industry sponsored studies beginning in May of 2018. The team will highlight their initial rollout of centralized calendar builds and de-centralized budget builds; the complexities and inconsistencies that lead to centralized budget builds; and a current initiative: “Unencumbered” Calendars for Subject Visit and Financials Tracking. Join them as they share their on-going journey and ask the ultimate question: Are we there yet?

ACRP, CBRN & SOCRA CE Credits Available Financials

Speakers:

Setting Yourself Up for Success During Investigator Initiated Trials (IITs)

Thursday 10:30 am - 11:20 am ET

This session, led by Cheryl Byers and David Staley of Advarra, will cover essential tips and best practices for sponsors and sites during Investigator Initiated trials (IITs). Presenters will detail key considerations for sites and sponsors from a regulatory, clinical, and quality perspective for a successful IIT.

ACRP, CBRN, SOCRA & PRIM&R CE Credits Available Hot Topics in Clinical Research

Speakers:

How Effective Change Management Can Drive Successful Training and Adoption of a New CTMS

Thursday 10:30 am - 11:20 am ET

Melanie Nobello, Director, Clinical Research and Dorothy Wullenwaber, Sr Research Project Manager at Sutter Health will address use of ADKAR change management strategy to successfully develop and execute training and adoption of Clinical Conductor. Discussion will include development of an effective communication plan, understanding and implementing training during the pandemic, and on-going support for research staff. Attendees will walk away with lessons learned and best practices to support current and future training including the use of surveys to measure and track staff engagement.

ACRP CE Credits Available Training/ Adoption/ Implementation

11:30 am ET

Lunch

Thursday 11:30 am - 1:00 pm ET

1:00 pm ET

Speaker:

ESA Utilization to Improve Patient Safety Monitoring, Time Management, and Research Compliance

Thursday 1:00 pm - 1:50 pm ET

In this session, presenters will highlight the capabilities of Electronic Signature Administrators (ESA) in reporting adverse and serious adverse events (AE/SAE) in clinical trials to improve Principal Investigator (PI) oversight. The current and most conventional way to sign on AE/SAE reports, by wet ink paper signatures, faces long report completion times, miscommunications, and a high rate of error that can put the study and the patient at risk. ESAs can easily take over this task, speeding up the process and enhancing patient’s safety and research compliance. They will share metrics around the shift to ESA, discuss staff reception to the shift, and more.

ACRP, CBRN, SOCRA & PRIM&R CE Credits Available Regulatory

Speaker:

Enhancing Research Conduct Using eConsent

Thursday 1:00 pm - 1:50 pm ET

Informed consent is one of the most critical processes in clinical research. Done right, it can build trust in the research enterprise and welcome the participant into the study as a research partner. Done incorrectly, it can lead to confusion, frustration, and non-compliance. eConsent platforms have become valuable tools for researchers to reach potential participants with information in interactive formats and over long distances while maintaining regulatory compliance. After this session, you will have a better understanding of how an eConsent platform may enhance your research studies and practical tips on how to integrate it into your research.

ACRP, CBRN & SOCRA CE Credits Available Regulatory

Speaker:

Models to Scale Your Training Program

Thursday 1:00 pm - 1:50 pm ET

This presentation will cover strategies for adapting your training using in-person, live virtual, and virtual/asynchronous approaches. You will learn about the differences between the most common training delivery methods, why you would use them, and how you can deploy training content as efficiently as possible. You can use these best practices to suit your training needs now and gain new ideas for your training in the future.

ACRP CE Credits Available Training/ Adoption/ Implementation

2:00 pm ET

Speakers:

  • Megan Guevarra
    Clinical Research Billing Specialist, Cedars-Sinai Medical Center
  • Sami Naber
    Program Manager, Clinical Trial Billing, Cedars-Sinai Medical Center

A/R Management: From Budget Building to Invoicing Using an Integrated Financial System

Thursday 2:00 pm - 2:50 pm ET

Cedars-Sinai Medical Center went live with centralized billing of all non-oncology clinical trials in July 2020, integrating OnCore with their hospital financial system (Peoplesoft). Since that time, the Cedars team has modified their A/R process based on what they have learned, starting from initial budgeting and calendar creation in OnCore all the way to our monthly review process. In this session, Megan Guevarra and Sami Naber will examine new process creation, modifications in budgeting, and what they have learned along the way about working with study staff to streamline billing.

ACRP, CBRN & SOCRA CE Credits Available Financials

Speakers:

Leveraging Advarra Technologies to Define and Monitor Study Activation Performance Indicators

Thursday 2:00 pm - 2:50 pm ET

“If you’re not keeping score, you’re just practicing.” —Vince Lombardi Timely study activation hinges on how reliably operational processes deliver successful outcomes. That is precisely why sites benefit greatly from visualizing real-time performance, preventing bottlenecks with continuous improvements, fostering accountable collaborations, and connecting actions with achieving goals. Explore ways to leverage Advarra technologies to create performance indicators that not only measure valuable goals and objectives but also help identify important actions to enhance study activation efficiencies.

ACRP, CBRN & SOCRA CE Credits Available Regulatory

Speakers:

Optimizing Protocol Workflow by Harmonizing OnCore and REDCap

Thursday 2:00 pm - 2:50 pm ET

Looking to optimize protocol workflow from start-up through closeout, The Ohio State University Center for Clinical Research Management and College of Medicine OnCore Support Team implemented a new workflow that leverages OnCore and REDCap to standardize protocol communication and tracking. In this session, the OSU team will review how OnCore Task Lists and Notifications, as well as REDCap Forms and Notifications, have been leveraged to standardize protocol communication between the Center for Clinical Research Management and study teams at The Ohio State University. They will also share how they utilize data from OnCore Task Lists to track and improve protocol timelines, and lessons they have learned along the way.

ACRP, CBRN & SOCRA CE Credits Available Training/ Adoption/ Implementation

3:00 pm ET

Speaker:

Reviewing the Revised Common Rule: 3 Years Out

Thursday 3:00 pm - 3:50 pm ET

The final Revised Common Rule was implemented in January of 2019. Now that researchers and IRBs have 3 years of working under the new rules, we can clearly see that some changes have worked to make regulatory review faster and easier. In this session, Brian Stage of Indiana University will discuss regulatory issues that continue to exist, and how we can find creative solutions to ease the regulatory burden on researchers in the future.

ACRP, CBRN, SOCRA & PRIM&R CE Credits Available Regulatory

Speaker:

  • Josh Fehrmann
    CTMS Director and IT Director, University of Minnesota, Clinical and Translational Science Institute (CTSI)

Continued Innovation After 20 Years with OnCore

Thursday 3:00 pm - 3:50 pm ET

From new services to integrated solutions: Josh Fehrmann from the University of Minnesota (UMN) will highlight several recent OnCore-related benefits achieved and discuss several in-progress projects at UMN. He’ll share information about the university’s OnCore study entry service, a project status tool, a public clinical trial search website, integration with an electronic regulatory binder, and a new initiative to provide integrated administrative data reporting across several disparate systems.

ACRP CE Credits Available OnCore/ Clinical Conductor Tips

Speaker:

Customer Collaboration Session: Advarra eSource

Thursday 3:00 pm - 3:50 pm ET

In this live product collaboration session, Shannon Roznoski, Director of Product Management at Advarra, will lead a live collaboration session with eSource customers. The session will provide an open forum for sharing ideas, challenges, and your unique perspective to help shape the future of Advarra eSource.

OnCore/ Clinical Conductor Tips

4:00 pm ET

Speaker:

Customer Collaboration Session: Advarra EDC

Thursday 4:00 pm - 4:50 pm ET

In this live product collaboration session, Shannon Roznoski, Director of Product Management at Advarra, will lead a live collaboration session with EDC customers. The session will provide an open forum for sharing ideas, challenges, and your unique perspective to help shape the future of Advarra EDC.

OnCore/ Clinical Conductor Tips

Speakers:

Customer Collaboration Session: Clinical Conductor CTMS

Thursday 4:00 pm - 4:50 pm ET

In this live product collaboration session, Christopher Thomas and Jon Tack from Advarra, will lead a live collaboration session with Clinical Conductor customers. The session will provide an open forum for sharing ideas, challenges, and your unique perspective to help shape the future of Clinical Conductor CTMS.

OnCore/ Clinical Conductor Tips

Speaker:

Customer Collaboration Session: Advarra eReg

Thursday 4:00 pm - 4:50 pm ET

In this live product collaboration session, Marmee Lutz, Product Manager at Advarra, will lead a live collaboration session with eReg customers. The session will provide an open forum for sharing ideas, challenges, and your unique perspective to help shape the future of Advarra eReg.

OnCore/ Clinical Conductor Tips

6:30 pm ET

Final Night Dinner

Thursday 6:30 pm - 9:30 pm ET

Join us for an evening of great food and drink, networking, and fun at the Service Brewing Company. Our final night event provides a casual, enjoyable atmosphere for you to connect with fellow community members. Transportation provided - check mobile app for details under Onsite Resources.

Friday, April 1, 2022

7:30 am ET

Breakfast

Friday 7:30 am - 9:00 am ET

9:00 am ET

Speakers:

A Deep Dive into OnCore Calendars

Friday 9:00 am - 12:00 pm ET

OnCore Calendars are the foundation for subject visit tracking, budgeting, and sponsor invoicing. Calendars (based on a protocol’s schedule of events) can be built in a variety of ways. Expert calendar builders have spent years mastering the processes for analyzing and translating a protocol SOE into an OnCore calendar. In this double session, Advarra trainers Doug Vosters and Miranda Kolb will share some tips for building OnCore calendars, reviewing calendars built by Advarra’s BOS team, and addressing common scenarios (e.g., imaging that must remain on a fixed schedule, even if the treatment visits are put on hold or rescheduled).

ACRP CE Credits Available Workshop

Speakers:

Operationalizing Advarra Insights

Friday 9:00 am - 12:00 pm ET

To best plan limited and valuable resources, it is important to measure and track key performance metrics. This hands-on workshop, led by Blake Taylor and Wendy Tate of Advarra, will teach Advarra Insights users how to utilize their data for tracking operational goals, identifying strengths and weaknesses, and promoting communication between stakeholders within the clinical research enterprise.

ACRP CE Credits Available Workshop

Speakers:

A Deep Dive into Clinical Conductor Site Financial and Invoice Workflows

Friday 9:00 am - 12:00 pm ET

A deep understanding of financial workflows is essential to using Clinical Conductor Site effectively. In this double session, you’ll learn about all aspects of the financial workflows in the CTMS, including contract terms, staff and personnel roles, fixed budget items, expenditures, invoice aging reports, and more. Our trainers will cover common scenarios and issues you may experience, and how to follow best practices in these core workflows.

ACRP CE Credits Available Workshop

12:00 pm ET

Lunch (Grab & Go Available)

Friday 12:00 pm - 12:30 pm ET