These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Clinical Trial Management
- Who it's for
- Specialty care team
Specialty care team
A specialty care team may collect a specimen or dispense medication during a patient visit. The encounter gives the team a stable reference for those actions. The Licensed Clinician records the specimen type, collection time, accession number and processing state. A dispensation carries medication, lot, quantity, unit and authorizing person for the same care episode.
How Clinical Trial Management is set up for you
Clinician readiness
Check the named clinician's privilege and effective period before planning care that depends on it.
Specimen trail
Follow the record from ordered through collection and receipt to tested or rejected.
Dispensation detail
Capture the lot and quantity when the medication is handed out.
Review context
Let the reviewer inspect specialty evidence beside the note and encounter timeline.
A specialty care team may collect a specimen or dispense medication during a patient visit. The encounter gives the team a stable reference for those actions. The Licensed Clinician records the specimen type, collection time, accession number and processing state. A dispensation carries medication, lot, quantity, unit and authorizing person for the same care episode.
Rehearse one encounter that includes a specimen and a medication dispensation. Confirm the patient and clinician at intake. Record specimen collection with an accession number, then update its state only when the team receives the corresponding processing information. Enter the dispensation with the exact lot and unit. The reviewer should find both records from the visit and be able to see who authorized the medication.
Agree what the clinic records locally and what its laboratory or pharmacy system supplies. Keep external processing acknowledgements traceable to the accession number or encounter. Practice a rejected specimen and an incorrect lot entry before the team begins using these records routinely. The [Specimens and Dispensing](/clinical-trial-management/modules/specimens-and-dispensing) module describes that handoff in detail.
Features to start with
Roles on the team
- Clinical Governance Administrator
- Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.
- Clinical Reviewer
- Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
- Licensed Clinician
- Captures assigned care operations work and evidence.
- Clinical Coordinator
- Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.
Set up Clinical Trial Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.