Empowering Clinical Sites: A Guide to Training with Prelude

By Editorial Team on March 25, 2024

In the dynamic clinical research world, efficient site training is essential for success. When training sites, researchers want to ensure that site staff is confident in their ability to use the Electronic Data Capture (EDC) system built out to collect study data – navigating across forms, entering data, resolving warnings and errors, answering queries, etc. – all while ensuring they follow the protocol and comply with regulatory standards. There is a lot to do and cover. This guide will explore how Prelude’s EDC simplifies the training process for research sites. 

Prelude: A Training-Friendly EDC Solution 

Before diving into training details, let’s explore why Prelude stands out as a training-friendly Electronic Data Capture (EDC) solution. 

Prelude EDC was built with the end-user in mind. So, what does that mean for sites? 

  • Prelude EDC’s intuitive navigation between subject, site, and study level forms makes it easy to find Electronic Case Report Forms (eCRFs), translating into a smoother user experience. 
  • eCRFs are designed and built in Prelude to resemble paper forms so that users may work with familiar layouts and structures for data entry.  
  • Icons provide visual aids, allowing users to see which forms and data fields must be addressed quickly. 
  • Finally, being a web-based platform, sites can be trained on using Prelude EDC from anywhere. 

Altogether, Prelude users appreciate the system’s intuitive structure and user-friendly nature, all of which contribute to its positive reputation among clinical research sites. 

Simplified Navigation for Seamless Learning 

The first step in training clinical sites using Prelude is to familiarize them with the platform’s organizational structure and user-friendly navigation. Unlike traditional Electronic Data Capture (EDC) systems that may require extensive clicking to find the correct Electronic Case Report Forms (eCRFs), Prelude ensures that every eCRF is easy to find. Its intuitive interface, resembling a digital binder, simplifies access to data for your sites, subjects, and the study itself. 

During training sessions, demonstrate the ease of navigating between subjects and accessing essential information without complex navigation. Highlight the organization of grouped eCRFs by visit and the availability of forms within each group for easy access to related data. This approach accelerates the learning process and instills confidence in clinical site staff to navigate the platform effectively. 

Practical Data Entry Techniques for Clinical Sites 

Training clinical sites on data entry techniques ensures accurate and efficient data collection. Prelude offers a seamless data entry experience, starting from the subject listing. During training, demonstrate how to search for specific subjects and add new subjects.  

Walk clinical site staff through entering subject data, highlighting features such as built-in edit checks and automations. Encourage regular saving to retain data and trigger edit checks and calculations, thus minimizing the risk of data inaccuracies. By providing hands-on training on data entry techniques, clinical sites can optimize their workflow and contribute to the success of the research study. 

Facilitating Effective Communication and Collaboration 

Effective communication and collaboration are essential components of successful clinical research. Prelude facilitates seamless communication between clinical sites and study monitors through features such as change reasons and queries. During training sessions, emphasize the significance of documenting change reasons when modifying field entries and addressing queries promptly to ensure accuracy and compliance. 

Highlight how Prelude’s color-coded warnings and errors simplify the identification of discrepancies, allowing clinical sites to take corrective actions efficiently. Encourage active participation in data review and approval processes, underscoring the importance of maintaining an up-to-date and accurate dataset. By fostering effective communication and collaboration, clinical sites can streamline the review process and expedite study timelines. 

Monitoring Progress and Optimizing Performance 

Tracking study progress is vital for optimizing performance and ensuring the timely completion of clinical trials. Prelude offers robust tracking capabilities, allowing clinical sites to monitor subject progress and form states in real-time. During training, demonstrate how to navigate the subject listing page and interpret form states to gain insights into data collection requirements and status. 

Encourage clinical sites to leverage adjuncts to comment on recorded data, share form links, and access audit trails to review the data’s history and possibly troubleshoot. Emphasize the importance of using summaries to track overall study progress (e.g., open queries) and manage available resources effectively. By empowering clinical sites with the tools and knowledge to monitor progress, Prelude enables them to contribute significantly to the success of the research study. 

In conclusion, Prelude simplifies the training process for clinical sites, offering a user-friendly interface and robust features for efficient data entry and management. By simplifying navigation, facilitating effective communication, and enabling progress monitoring, Prelude empowers clinical sites to contribute effectively to the success of research studies. Through comprehensive training and ongoing support, clinical sites can harness the full potential of Prelude to drive innovation and improve data collection in clinical research. 

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