Roles and Impacts

OnCore is a role-based system designed to ensure data integrity, security and compliance. Study coordinators, financial team members, and regulatory staff will be assigned specific roles that will only allow access/permission to specific consoles that allow the staff to complete their duties within OnCore.

OnCore impacts teams and individuals involved in clinical research. The following is an overview of how different groups will be affected:

Principal Investigators (PIs)

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PIs will have a centralized platform to efficiently manage and oversee their clinical trials, with seamless access to detailed trial data and tools for tracking progress. OnCore enhances collaboration with study teams, streamlines the monitoring of regulatory compliance, and reduces the risk of erroneous billing of research subjects.

Study Coordinators at UVM

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• Streamlined Workflow: OnCore will centralize your workflow, making it easier to manage everything from subject data entry to tracking and reporting—all in one place. This means less time switching between systems and more time focusing on the details of your studies.
• Stay On Top of Milestones: OnCore's configurable notifications will alert you to important study or subject milestones, ensuring you never miss a critical moment. Plus, the task lists feature will help you stay organized, offering a checklist approach to your daily tasks across all your studies, so you can keep everything on track with ease.

Regulatory Staff

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OnCore, as a comprehensive clinical trial management system (CTMS), will significantly impact regulatory staff in clinical research by streamlining and enhancing various aspects of their work. The following are a few examples of the benefits of OnCore:
• Centralized Document Management: regulatory staff will benefit from a centralized repository within OnCore where all essential documents (IRB Approvals, informed consents, regulatory submissions) can be stored and easily accessed.
• Improved Compliance: facilitates real-time tracking of regulatory submissions and approvals, allowing regulatory staff to monitor compliance with protocols and regulations more effectively.
• Automated Workflow Processes: Monitoring: automates routine tasks associated with regulatory management, such as tracking submission deadlines, sending renewal date reminders, and generating regulatory reports.
• Enhanced Communication and Collaboration
• Audit Readiness: comprehensive documentation and tracking capabilities enhance audit readiness

Coverage Analyst

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Coverage analysis within OnCore is a critical process that ensures accurate delineation of costs associated with clinical trials, determining which expenses are covered by the sponsor, insurance, or the participant. The information entered here will flow to Epic and ensure accurate billing and compliance.
The CA will also complete the QCT Checklist to record the rationale used to determine whether the study qualifies according to Medicare guidelines.

Study Site Contact

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Serves as the main communication liaison for a research site, coordinating interactions and logistics in the absence of a centralized study contact model. Identified as the contact on the Advarra Site Information Portal (SIP) page in CTMS, and distinct from other roles due to their primary focus on site-level communication which includes research subject recruitment materials, referral forms, or links to external recruitment databases of resources.

Data Managers

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Data managers will oversee the data management process, including data collection, validation, and analysis. They will ensure the integrity and confidentiality of study data so accurate data can be extracted and valid conclusions can be obtained.
The study team will need to ensure they are efficient with data entry for data managers to properly perform their roles.

Study Monitors

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OnCore will facilitate data monitoring reviews, data locks, query resolution, and data clean-up processes, helping to build and maintain data integrity throughout the study lifecycle.
Study monitors will have access to comprehensive study data and tools to streamline their monitoring activities.

Financial Teams

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These teams will be involved in various aspects of OnCore implementation, such as budgeting, resource tracking, and streamlining billing processes through integration with the other financial systems, i.e., Epic, Financial Edge, and PeopleSoft. Once these steps are completed, the study coordinators can set rules within OnCore to automatically create invoices for specific milestones, or manually create invoices to be sent for billing.

Staff will familiarize themselves with relevant OnCore functionalities and adapt their workflows accordingly during the training process. The financial teams may need to utilize OnCore's Financial Console to manage budgets, track milestones, and generate invoices for sponsored studies.

Affiliate sites and Healthcare Partners

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Affiliate sites and Healthcare Partners will now have a central location to capture all information on their research participants and site activities. These personnel will have appropriate access rights and permissions and will be restricted to only the activities they are authorized to view and perform.

The full list of staff roles and their definitions are as follows:

Principal Investigator

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Investigator at the site responsible for signing the Delegation of Task List (DTL) for a given protocol and with overall responsibility for the study conduct at the site.

Study Site Contact

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The point of contact for the study.  Serves as the main communication liaison for a research site, coordinating interactions and logistics in the absence of a centralized study contact model.

Primary Research Coordinator

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Acts as the lead in monitoring compliance and data quality in clinical trials. In CTMS, appears as the Protocol Contact, emphasizing their role in overseeing trial conduct, distinct from coordinators due to their monitoring and audit focus.

Clinical Research Nurse

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Specializes in patient care, usually in dedicated clinical research settings, administering treatments and monitoring health. 

Clinical Research Coordinator

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Person having responsibility for consent.  Individual responsible for tracking receipt, distribution, dispensing, and final disposition of study-provided agents. Typically, a backup coordinator.

Clinical Research Nurse Coordinator

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Research nurse that specializes in patient care, usually in dedicated clinical research settings, administering treatments and monitoring health.  Also has study coordinator responsibilities: Person having responsibility for consent.  Individual responsible for tracking receipt, distribution, dispensing, and final disposition of study-provided agents.

Treating Physician

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Provides medical care to study participants, ensuring adherence to the treatment protocol. Identified in various forms in CTMS, distinct from nurses or coordinators due to their medical decision-making role. 

Regulatory Coordinator

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 Site staff responsible for regulatory submissions and maintaining essential documents.

Data Coordinator

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Manages the collection and entry of data in clinical trials. QA and operational, they ensure that data is accurately recorded and maintained in accordance with the protocol.

Data Manager

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Oversees the data management process, including data collection, validation, and analysis. They ensure the integrity and confidentiality of study data so accurate data can be extracted and valid/reproducible conclusions can be obtained.

Data Monitor

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Ensures the accuracy and completeness of clinical trial data through monitoring and auditing. They identify and resolve data discrepancies.

Financial Coordinator

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Manages the financial aspects of clinical research, including budgeting, billing, and financial reporting.

Laboratory Coordinator

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Pathology lab support.

Coverage Analyst

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Reviews clinical research protocols and related documents to determine insurance coverage and billing compliance for clinical trial participants.

Quality Assurance

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Focuses on ensuring that the clinical research is conducted and documented in compliance with quality standards, regulations, and protocols.

Sub-Investigator

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The person having responsibility for consent.  Individual responsible for verification of eligibility.  Individual responsible for assessing study end points.  Investigator having responsibility for subject treatment (aka, Enrolling Investigator).  Individual responsible for conducting physical exams and assessments.  Individual responsible for writing patient treatment orders for IND agents.  Responsible for assessing adverse events.

Research Advanced Practice Professional

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A healthcare professional, often with an advanced degree, who participates in the clinical research process, possibly involving direct patient care or specialized assessments.

Co-Investigator

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Collaborates with the principal investigator in the design, conduct, and reporting of the research. They may share some responsibilities with the PI.

Study Activation Specialist

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Focuses on the initial set-up and activation of clinical trials, ensuring that all prerequisites for the start of the study are met.

Budget Analyst

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Responsible for the financial planning and analysis of research studies. They develop and monitor the study budget.