1. Scheduler/Epic Integration
Tuesday, May 3, 2016

2. What have we been working on?
Infrastructure Work
Prototyping
Quick-turnaround development
Not formal, possibly keep or throw away
Fingertips to keyboard helps think through scenarios
Data Clean Up Approach
Topic Deep Dives

3. Search Form & Results
Prototype Demo
Initial Design

4. Subject Data Background
The values available in Scheduler were originally determined based on NIH reporting requirements. We have found that they do not match exactly with what’s currently in Epic at our institutions.
Fields
Gender
Race
Ethnicity
State
Country
Questions
What is needed from an operational and scheduling perspective?
What is needed from an NIH or other reporting perspective?

5. Visit Blocks Use Case 1: CRC Staff Use Case 2: Study Staff
Block spots for studies that are or will be difficult to schedule or visits that need to happen at a certain time.
Use Case 2: Study Staff
Find and block some available time slots to have available when calling and recruiting subjects for that day.
Restrictions for consideration:
Block limits per study staff AND/OR per study
Block expirations (2 hrs, nightly, etc.)
Prototype Demo
Schedule without a subject
Swap in/out subjects
Planned for Phase 1
Considered for a later phase