Clinical Trial Management System (CTMS) Data Entry Verification Quiz

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25 Questions

What is the primary responsibility of the Marketing/Recruitment Team?

Executing marketing campaigns to attract potential participants for clinical trials

What is the main function of the Call Center Team?

Handling incoming inquiries, providing initial information about clinical trials, and screening potential participants based on basic criteria

What is the role of the Pre-screening Team in the recruitment process?

Conducting detailed screenings of potential participants, verifying eligibility criteria, and collecting necessary information

What is the concurrent activity of the Recruitment Team while Marketing/Recruitment Team executes marketing campaigns?

Working with their mobile clinic and reviewing previous subjects at all sites to find possible patients for upcoming studies

What ensures that only qualified candidates move forward in the recruitment process?

Screening potential participants based on basic criteria by the Call Center Team

What is the purpose of a pre-screen visit at Segal Trials?

To conduct an interview about medical and psychiatric history

What types of trials does Segal Trials offer?

Outpatient studies with or without an inpatient portion in psychology, neurology, and women's health

How long does the pre-screen visit last at Segal Trials?

About an hour, including filling out a demographics packet and having the pre-screen done

What exactly does Segal Trials do?

Conducts clinical trials mostly for psychiatric and women’s health indications

Why can't a patient apply for another study after having a pre-screen at Segal Trials?

"Patients who have had a pre-screen" cannot be determined based on the given text.

What should be included in the subject line of an e-mail for scheduling phone prescreens for Spanish-speaking patients?

Phone Prescreen Indication (SPANISH- only to be included for Spanish only subjects)

What should be done if a patient is on a 'Call Center Waitlist' and needs to be scheduled for screening?

Change their recruitment status to 'Scheduled for Screen' and then schedule.

What should be the content of an e-mail message when contacting a patient with an e-mail address on file?

A Paid Clinical Research Study for You

When sending a text through CTMS, what should be done after writing the message in the contact attempts section?

Change the 'Contact Outcome' to either Unsuccessful Contact Attempt or Appointment Reminder, and then check the box 'Send as SMS Text to Subject' and Click Update

What is the recommended first step in resolving a customer issue according to the text?

Listen and Assess: Let the customer explain.

What is the primary responsibility of the Marketing Team?

Strategic planning and customer engagement

What is the main role of the Call Center Staff?

Facilitate effective communication between potential participants and the company

What is essential for asking all necessary questions during the recruitment process?

Call Center Phone Script

What is a key responsibility of the Recruitment Team?

Understand inclusion/exclusion criteria and ensure compliance

What does the Segal Trials Call Center do before creating an account for a patient?

Ask if the patient has ever been to Segal Trials before

What is the correct step to update a patient's recruitment status to 'Scheduled for Pre-Screen'?

Change the status in the patient's CTMS record

What should be done for patients with 'CC Contact Attempt 1-3' or 'Not-Contacted' status?

Contact them and ensure they have a red profile image

When should NATO phonetic alphabet be used for new patients?

During phone verification

Where should all medical history be entered or updated for future trials consideration?

In CTMS

What is the correct action to document phone prescreens?

In the 'Contact Attempts Section' of the patient's CTMS record

Study Notes

  • To schedule a patient into CTMS, verify all information in their "Subject Profile" and "Medical History" is up-to-date and correct for both existing and new patients.
  • Spell the patient's name using NATO phonetic alphabet for new patients during phone verification.
  • Change patient's recruitment status to "Schedule for Pre-Screen" and update it.
  • Schedule patient's appointment on the site calendar, ensuring correct calendar is selected.
  • Update the "Start Date: Time" in the pop-up window.
  • Enter or update all medical history in CTMS for future trials consideration.
  • Recruitment statuses: "Not Contacted", "CC Contact Attempt 1-3", "Phone Prescreen", "Continue Prescreen", "Scheduled for Pre-Screen", "No-Show", "Cancelled", "DNQ (with comment)", "Call Center Waitlist", "Qualified Waitlist".
  • Patients with "CC Contact Attempt 1-3" or "Not-Contacted" status should be contacted and have a red profile image.
  • Document phone prescreens in the "Contact Attempts Section" of the patient's CTMS record and send an email to "All Raters" group.

Test your knowledge on entering and verifying patient information in a Clinical Trial Management System (CTMS). This quiz covers data entry processes for both existing and new patients, including verifying subject profiles, medical history, and medication and treatment details.

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