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  • Version Releases
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  • Troubleshooting articles
  • Getting Started Index
  • Account Manager
  • Subject Manager
  • Study Configuration Index
  • ePRO/eDiaries
  • User Management
  • Site Overview
  • How To Articles
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      SF-12 and SF-36 Survey's by Quality Metric
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      Website Host Level Form Types
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      User Preferences
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      Query Summary Report
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      Changing the Study Status
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      How To Close A Study
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      Setting Up Patient Consent
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      Multiple Device Form Layout (Device Targeted Form)
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      Form Building Overview and Guide
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      Configuring Risk-Based Monitoring
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      Patient Handoff Mode
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      Bundled Handoff Mode
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      Moving A Subject To A Different Cohort
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      Consenting Participants
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      Record Sign Off (eSignatures Review)
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      Action Item Report
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      Privacy and GDPR
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      European Court of Justice’s Decision and Impact to the EU-US Privacy Shield Framework
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      Compliance, Data Storage, and Security
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      Reserved Words
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      Report Builder
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      Form and Image Libraries
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      Importing and Exporting Forms In Form Builder
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      Web Page Reports - Creating Custom Pages For External Linking
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      Form Properties
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      Scheduled Visits and Visit Cohorts Setup/Design
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      Site Document Manager
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      Randomization
    • Inventory Management
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      Making Form Changes - Form Versioning
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      Scrolling Between or Quickly Jumping to Forms
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      Lab Management
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      Viewing Study Version Changes
    • Study Documents
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      Re-Using Multi-Versioned Studies
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      Study Manager - Creating or Copying Studies
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      Scheduled Visits
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      Unscheduled Visits
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      Log Forms - Subject Records
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      Blind Form Fields by Role
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      Table Lookup - Customized Subject ID Sequencing
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      Randomizing Subjects
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      Clearing (Deleting) All Study Data
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      Regulatory Audit Reports (Form Data Audits)
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      Resetting the Study Status
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      Study Configuration
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      Study Progress Report
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      Data Management Report
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      Background Export Jobs
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      Site By Users Report
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      Dashboard Report
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      Batch PDF Exports
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      View and/or "UnDelete" Deleted Records
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      Monitor Report
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      Monitoring, Reviewing, and Signing Off On Forms
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      Field Lock (FLSV) Report
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      Record/CRF Reviewing Overview
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      Bypass Review
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      Implementation – Two Methods
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      Setup a Field Level Source Verification Study/CRF
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      Select the fields to use RBM
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      Record Status Report
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      Consent Report
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      Subject Icon Legend
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      Subject Search
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      PDF Exporting of Records and Complete Casebooks
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      Deleting Records or Files
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      Can ePRO subjects enter their data on a web browser?
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      Participant PIN reference and Sending Manual Notifications
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      Configuring ePRO and eDiaries
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      ePRO Notifications
    • Medical Coding
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      Site Payment Tracking - Payment Configuration and Management
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      Using Interval Date Entry
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      Configuring Interval Date Entry
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      Study Events Report
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      PDF Uploads
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      TrialKit Drive and Business Intelligence (BI)
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      Form Status (Record Status) and Record Type Definitions
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      Batch Data Imports
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      Data Dictionaries
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      Annotated Forms and Blank Casebooks
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      External Variables and Constants
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      Advanced Edit Checks (Operators, Time Calculations, Computed Field Functions and Hiding Form/Intervals)
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      Form Editing Tools
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      Previewing Forms
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      Export Healthkit or Wearables Data
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      Collecting Data Not Directly Related to a Subject/Patient
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      Creating New or Editing Forms
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      Study Level Form Types
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      Setting the Order of Forms In a Visit Schedule
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      Defining Log Forms
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      Moving Fields to Another Tab on Form
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      Replicate Form
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      Theme/Appearance Customization Overview
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      Form Builder Application Toolbar
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      Common Form Building FAQs
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      What if I have a protocol question on the study?
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      Can I open multiple browser tab/windows?
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      Why can't I access subjects?
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      How do I enter a date for intervals in Interval Data Entry (IDE)?
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      Can I speed up the loading of my data entry forms in the Subject Visits and Events Manager Page?
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      What if I get an error using the Android or IOS device application(s)?
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      Can I change my date or time format?
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      Use Coded Instead of Free Text field for Reason
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      Require Reason for Any Change to Subject CRF Data
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      Customized Landing Pages - Build Web Page
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      Role Rights Audit Report
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      Medical Coding Algorithm
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      Coder Exports
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      When a subject withdraws, do they continue to have access to ePRO forms?
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      API Integrations and Web Service Hooks
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      Configuring Double Data Entry
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      Using Double Data Entry
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      Double Data Entry - Introduction
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      Adjudication Configuration and Administration
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      Performing Adjudication