Reporting Workbench

Question 1

RSH coordinator

Answer 1

Recruits and coordinates research subjects, as appropriate, and serves as principle administrative liaison for the project. Oversees and coordinates the provision of administrative and staff services to director the investigators; develops and maintains recordkeeping systems and procedures.

define

Question 2

RSH Workflows

Answer 2

1. Study Activation
2. Updating Study Record
3. Recruitment of Study Participants
4. Scheduling and Registering
5. External rsh participants
6. Linking research encounters to study
7. Orders only encounter OP
8. Orders only encounter IP
9. AE Documentation
10. Research Note Documentation
11. RSH Billing Review report
    Conducting RSH Billing Review

Question 3

RSH Reporting Workflows

Answer 3

1. Reporting basic functionality
2. Reporting customization/ editability
3. Manipulating Report Data- conditional formatting
4. Creating SmartPhrases
5. Sharing SmartPhrases
6. Using SmartPhrases
7. Creating Preference Lists
8. Sharing Preference Lists
   Using Preference Lists

Question 4

Study Record

Answer 4

A record of key study-related forms.
(I) Users and Providers [e.g. PI, Study Coordinators]
(II) Report Groupers [e.g. Current Project ID]
(III) Study Calendar [Study Branches a.k.a. Study Arms]
(IV) Automated Actions [ADT events, appointment notifications]
(V) Billing Setup [HB Fee Schedule]
(VI) General Info [Study Status = Inactive, Active, Complete]

Question 5

Reporting Library

Answer 5

This is where all the reports can be found . A specific report can be searched in the library if needed

Question 6

Report Criteria

Answer 6

Can be accessed when editing a report. This is the first tab on the left in the report settings window. Criteria such as research study, appointment status, and study status can be updated in this report criteria tab in the report settings window