Access

• Request Epic Research Access

Association of Subjects

• Associate a Patient to a Study

Billing 

• Complete Billing Charge Review
• More Efficient Research Billing
• Research Review Workaround
• Updated Research Study Billing Setup

Documentation

• Document an Adverse Event
• Document Consent in Epic
• Review Research In Basket Notifications
• Upload an Informed Consent Form to Epic
• View Inpatient or Emergency Department Patient Medications and Notes 

Epic-Only Research Subject Statuses

• Use the Epic-Only Long-Term Follow-Up Status
• Use the Epic-Only Pre-Consent Status 

Inpatient

• Associate a UF Health Inpatient Admission Encounter to a Study

Orders

• Enter Research Order for Lab – Lab Staff
• Pend Orders – Inpatient and Hospital Outpatient Department (HOD)
• Pend Orders – Outpatient and Ambulatory
• Place Orders for Investigational Medicines (IDS)

Outpatient

• Associate a UF Health Outpatient Encounter to a Study
• Set-up Research Services in the UF Health Eye Center
• Use U Codes for UFHP Clinic Research Visits

Patient Timelines

• Guide to Epic Billing Calendars & Patient Timelines
• Generate a Patient Timeline in Epic
• Manage a Patient Timeline in Epic
• Update a Calendar Version and Patient Timeline in Epic

Reports

• Run Appointment Report for Research
• Run Reports for Research Studies

Misc

• Manage the Study Administrative Record
• Remote Study Monitoring

Additional Resources

• Epic Research Training
• OnCore Training
• OnCore User Guides
• Research Billing Compliance Training

Questions?