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CCTS Lunch and Learn December 19, 2017

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Page 1: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

CCTS Lunch and Learn December 19, 2017

Page 2: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Agenda

Introduction – Penny Jester IRB Update - Vanessa Champigny CTAO Update – Mark Marchant CBR Update – Dawn Matthews OnCore Update - Lisa Williams/John Sandefur Powertrials Update – Alicia Martin–Gunter/Brian Bates

Page 3: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Upcoming Education Opportunities (2018)

•  Jan 1 – Round table discussion: what your budget challenges

•  Jan 11 – At Risk Accounts: using them successfully •  Jan 23 – ClinicalTrials.gov: Results reporting Workshop •  Jan 25 – Research Orientation Program •  Feb 1 – Internal Quality Control: measuring, assessing and

correcting (repeat) •  Feb 6 – Round table discussion (TBA) MAY: Research Training Program

Page 4: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Single IRB

Page 5: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Why Do We Need a Single IRB?

•  NIH Policy on the Use of a Single Institutional Review Board for Multi-Site Research

•  Effective date: January 25, 2018

•  Revised Common Rule •  Effective date: January 19, 2018 for overall rule;

January 20, 2020 (for §__.114(b) that concerns single IRB

Page 6: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Definitions

•  Single IRB/Central IRB •  One IRB performs regulatory review for multiple participating sites

Page 7: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Definitions

•  Reviewing IRB •  The IRB of record for the research; the Lead IRB

•  Performs regulatory review of the project for all relying sites. »  When other sites rely on the UAB IRB for research

oversight, the UAB IRB is considered the reviewing IRB/the IRB of record.

•  Relying Site •  Institution that cedes the responsibility of regulatory review of the research

»  When the UAB IRB relies on another IRB for research oversight, we are considered the Relying Site.

Page 8: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Definitions

•  IRB Authorization Agreement (IAA) / Reliance Agreement

•  Allows for reliance on another institution’s IRB •  Different models for reliance:

•  Individual study •  Consortium/cooperative group •  Online Master Reliance Agreements

•  SMART IRB •  SMART IRB Exchange •  IRBchoice

Page 9: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

New! UAB Single IRB Guidance

•  UAB IRB will agree to serve as the single IRB in the following scenarios: •  Legacy arrangements where the UAB IRB already serves as the

single IRB. •  When the sponsor requires the prime awardee institution’s IRB to

serve as the single IRB •  Other extenuating circumstances considered on a case by case

basis. The complexity of the protocol and the number of sites will factor into this decision.

Page 10: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

New! UAB Single IRB Guidance

•  All other scenarios will be referred to •  an independent IRB (e.g., Quorum, Schulman, WIRB), or •  a Trial Innovation Network (TIN) central IRB, when

applicable •  Because UAB is a Clinical & Translational Science Award (CTSA) institution and part

of the CTSA’s Trial Innovation Network, the use of the Trial Innovation Network Central IRBs (Johns Hopkins University School of Medicine, the University of Utah, or Vanderbilt University Medical Center) may be available for studies. Additional information on use of the TIN Central IRB is accessible on the TIN website.

Page 11: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

New! UAB Single IRB Guidance

UAB is Prime •  Sponsor requires a single IRB

•  UAB is responsible for arranging single IRB review •  UAB IRB •  Independent IRBs •  Trial Innovation Network (TIN) Central IRB

UAB is a Participating Site •  Main site is responsible for arranging the single IRB review,

reliance mechanism, and costs

Page 12: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Costs of Single IRB Review

•  Fees for single IRB review •  Responsibility of the PI of lead site to incorporate costs for single IRB review in

budget.

•  Fees for UAB IRB as single IRB •  Fees will be charged for non-UAB sites that rely on the UAB IRB. Additional

information from OSP is forthcoming.

Page 13: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

IRB Website

Page 14: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Contact Information

Office of the IRB AB470 934-3789 [email protected]

Page 15: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Updates on Initiatives Mark Marchant, MPH, MBA, CCRP

Director, CTAO

Page 16: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

•  Electronic Subject Payment System •  Utilizes ClinCards •  Replaces Checks, Visa Debit Cards, Petty Cash •  Web Portal for Subject Entry and Visit Keeping •  Cards have no value until study visits kept in system •  Reporting capabilities

Page 17: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

•  Test Sites •  Lung Health Center & Psychiatry •  Completed TEST environment in August •  Started PROD environment in October

•  Phased Roll-out •  Starts in Q1 2018 •  Wave 1: Anesthesiology; Cell, Developmental & Integrative Biology;

Dermatology; Emergency Medicine; Genetics; OB/GYN; Ophthalmology; Oral & Maxillofacial Surgery; Pathology; Pediatrics

Page 18: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

At-Risk Accounts

•  January 2017: All sites submitting an industry-sponsored clinical trial to OSP are provided an At-Risk Account.

•  Why is this important? •  At-Risk Accounts allow sites the ability to assign and track costs

associated with study start-up in real time which makes admin oversight of trials easier.

Page 19: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

At-Risk Accounts

•  I have the account, now what? •  Start applying the expenses you incur throughout study start-up

including fees and effort. •  Account back-dated 1 year prior to submission to OSP to enable

the effort utilized to create that submission and others (such as IRB or CBR) to be applied to the account.

Page 20: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

At-Risk Accounts

•  Won’t it create a deficit? •  Yes at least temporarily, but more importantly it helps you to

understand the cost of conducting that trial from start to finish by allocating the costs as they occur.

•  As your understanding of cost allocation grows during the trial conduction lifecycle, you can use that information to leverage nonrefundable start-up payments from Sponsors to offset the expenses.

Page 21: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

QUESTIONS

???

Page 22: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

CBR Update

Dawn Matthews Bryant December 19, 2017

Page 23: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

OnCore Enterprise Update CCTS Lunch and Learn 12/19/2017

John Sandefur MBA, MSHI, IT Project Manager IV-Enterprise Lisa Williams MSHI, OnCore Enterprise Administrator

Page 24: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

•  Benefits for Research Teams: A Review •  Now that We are Live:

•  System Walk-through •  What to Expect

•  Project Next Steps

Project Update

Page 25: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

•  Provide a central application to track protocol activity from study start-up to closeout

ü  Task Lists •  Enhance regulatory compliance

ü  Renewal Reminders ; subject reconsent reminder

•  Improve communication and efficiencies

ü Notifications; view information •  Improve billing compliance (Power Trials)

•  Provide for accurate and consistent budgets •  Track sponsor invoicing & payments •  Provide self-service reporting capabilities

OnCore – How You Can Benefit

Page 26: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

OnCore: Protocol Initiation

Page 27: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

OnCore: Budget Development

Page 28: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

OnCore: Coverage Analysis

Page 29: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

OnCore: Study Calendar Development

Page 30: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

OnCore: Record IRB Approval

Page 31: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

OnCore: Record Signoffs

Page 32: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Transfer Protocol Data to Cerner/ PowerTrials

Page 33: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

OnCore: Subject Consent

Page 34: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

OnCore: Subject on Study

Page 35: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

OnCore: Subject Accrual

Page 36: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Cerner: Patient/Subject On Study

Page 37: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Cerner: PowerTrials Study Information

Page 38: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Phase 1 Go-Live DEC 14, 2017

Phase 2 Go-Live JAN 19, 2018

Cardiology GI/HEP

Endocrinology Gen. Internal Medicine

Infectious Diseases - HIV Geriatrics

Infectious Diseases - STI Nephrology-Transplant

Infectious Diseases– CTG (Clinical Trials Group)

Nephrology – CTG (Clinical Trials Group) Preventive Medicine

Pulmonology

Rheumatology

Wave 1 Phases by Management GroupDepartment of Medicine

Page 39: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Waves 2 and 3 Tentative Grouping

WAVE 2 (April 2018)

Neurology Otolaryngology (OTOL) Radiology Neurosurgery Psychiatry Urology Surgery Phys. Med. & Rehabilitation

WAVE 3 (September 2018)

Anesthesiology Cell Dev. & IB (Exercise Medicine) Dermatology Emergency Medicine Genetics

OB/GYN (Maternal Fetal) OB/GYN (Reproductive) OB/GYN (Uro/Gyn) Ophthalmology Ora l & Maxillofacial Surgery Pathology Pediatrics

* Indicates departments that have confirmed participation

Page 40: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Training by CRSP

§  End user training for Wave 1 began October 18th and ran through December 8th. Training will resume on January 2nd. Earlier training focused on phase 1 of Wave 1 and later training will focus on phase 2.

§  53 attendees for OnCore Overview presentations §  103 attendees for OnCore Protocol training

§  78 attendees for OnCore Calendars training

§  82 attendees for OnCore Subject Management training

§  OnCore training for each implementation wave begins approximately six weeks prior to implementation.

§  The trainers will continue to add classes on various topics such as effort reporting, financials, etc.

Page 41: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

•  Schedule an organizational meeting with the Project Manager.

•  Name your super users. •  Compile a list of OnCore users and others

who are associated with trials and need to be in OnCore.

•  Identify what training is required for each OnCore user.

•  Review the list of trials in SiteMinder and update data and close studies as appropriate.

•  Key staff will attend regular meetings with the project team and others who will go-live in your Wave.

•  Study the documentation that will be provided and prepare!

What to Expect Prior to Go-Live

Page 42: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

•  Prior to go-live, migrated data from SiteMinder must be validated over a period of several days. •  IRB approval dates, on study dates and other

data must be entered •  Calendars must be reviewed and released. •  Data entered or changed in SiteMinder since

the cutoff date for migration must be entered in OnCore (reports are provided).

•  During validation, you will submit CTBNs by fax to the billing offices.

•  After go-live, you will check in (keep) visits in OnCore.

•  SiteMinder will only be used for studies that did not migrate to OnCore (studies with a short time until closure).

What to Expect When You Go Live

Page 43: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

OnCore Support Model

•  First-line of support will be departmental super users during go-live.

•  The HSIS Help Desk will be the primary point of contact for post go-live support going forward.

•  A command center in HSIS will be operational for two weeks during go live events.

•  OnCore documentation may be found at http://www.uab.edu/medicine/ctao/investigators/oncore-enterprise/training.

Page 44: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Questions?

Page 45: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

PowerTrials Overview for New Orderables

A Product of Cerner Impact

Page 46: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Project Overview

Build & Test Research

PowerPlans

OnCore

PowerChart

1.  Banner Bar

2.  Research Summary

Cerner IMPACT

PowerTrials

Research study built in OnCore

Patient placed “on study” in banner bar, linked to research summary

Responsible: OnCore

Responsible: Clinical Trials Admin Office (CTAO)/HSIS

PowerPlan built with the orderables required by the study

Responsible: HSIS

Page 47: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Sample Research Summary

Page 48: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Ordering the PowerPlan

•  The Research Coordinator will Add the PowerPlan to the patient’s encounter when a patient has consented for the study, using the UAB protocol number.

Page 49: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

PowerPlan Display

•  All of the study required cycles that contain Lab and Rad orders will display on the patient’s chart. •  The Research Coordinator will ‘Initiate’ the Cycle that applies when the patient comes in for the required

visit.

IRB number: billed to the Clinical Trial

Q1: billed to the patient’s insurance as Standard of Care

Page 50: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Completed

Page 51: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Things to Remember

•  Until 100% implementation is completed, some orders will continue to go through the original process (green sheet, order through Impact, etc.)

Page 52: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Questions

•  Questions? •  For further questions or concerns:

Alicia Gunter PowerTrials Administrator (HSIS)

(205) 996 - 8763 office [email protected]

Page 53: CCTS Lunch and Learn - UABNew! UAB Single IRB Guidance • All other scenarios will be referred to • an independent IRB (e.g., Quorum, Schulman, WIRB), or • a Trial Innovation

Next CCTS Lunch and Learn!

March 2018