Postings & Profiles

Category: Core Features | Audience: undefined | Page: 15 of 33

Table of Contents

• Key Concepts
• What You Can Do
• How To

- Navigate the Postings Tab

- Create a New Posting

- Manage Existing Postings

- Upload Sites for a Posting

- View and Edit Profiles

• Tips & Best Practices
• Next Steps

Postings & Profiles

Manage study postings and patient profiles for clinical trial recruitment. Create posting pages with customizable templates, configure site information, and search/filter profiles by project and date range.

Key Concepts

• Posting Page Setup: Create and configure study posting pages with page templates, titles, descriptions, and inclusion/exclusion criteria
• Page Template: Pre-designed layouts for posting pages (e.g., MainContentTemplate.xml)
• Inclusion/Exclusion Criteria: Add links to criteria lists that define study eligibility
• Site Information: Configure site-specific details including name, contact, phone, address, and email using template variables
• Template Variables: Dynamic placeholders (e.g., <%=Site.SiteName%>, <%=StudySite.StudyContactBusinessPhone%>)
• Profiles: Patient profile records searchable by project name and date range
• Profile Search: Filter and locate profiles using project selection and date parameters

What You Can Do

• Create new posting pages with custom templates
• Configure posting page titles and descriptions
• Add inclusion and exclusion criteria links
• Set up site information using template variables
• Search profiles by project name
• Filter profiles by start and end date ranges
• View and manage patient profile data
• Edit profile templates and information

How To

Navigate to Postings

1. Log in to the MCT application
2. Click on the Projects tab in the main navigation
3. Click on the Postings sub-tab to access Posting Page Setup

Create or Edit a Posting Page

The Posting Page Setup allows you to configure study posting pages with customizable content.

• Preview: Preview the posting page before saving
• Save: Save the posting page configuration

1. Page Template: Select template from dropdown

- Example: "MainContentTemplate.xml"

- Defines the layout and structure of the posting page

1. Title: Enter the posting page title

- Example: "IVF Infertility Study"

1. Description: Enter posting description in text area

- Example: "We are currently screening women for Ivo"

- Provides overview of the study

1. Inclusion Criteria: Click Add New link to add inclusion criteria

- Links to criteria that define who can participate

- Displays as list on posting page

1. Exclusion Criteria: Click Add New link to add exclusion criteria

- Links to criteria that define who cannot participate

- Displays as list on posting page

Configure site-specific details using template variables:

1. Site Name: Enter template variable

- Example: <%=Site.SiteName%>

- Dynamically displays the site name

1. Study Site Contact: Enter template variable

- Example: <%=StudySite.StudyContactBusinessPhone%>

- Displays study coordinator or PI contact

1. Site Phone: Enter template variable

- Example: <%=Site.PrimaryAddress%>

- Displays site phone number

1. Site Address: Enter template variable

- Example: <%=StudySite.StudyContactEmail1%>

- Displays site physical address

1. Site Email: Enter template variable

- Example: <%=StudySite.StudyContactEmail1%>

- Displays site contact email

• Variables use ASP.NET syntax: <%=Object.Property%>
• Common objects: Site, StudySite
• Common properties: SiteName, StudyContactBusinessPhone, PrimaryAddress, StudyContactEmail1

• Click Preview to see how the page will appear
• Click Save to save the posting configuration

Search and Filter Profiles

1. Log in to the MCT application
2. Click on the Projects tab in the main navigation
3. Click on the Profiles sub-tab to access Profile Search

The Profiles page provides filtering options to locate specific patient profiles and displays summary statistics by site.

1. Project Name: Select project from dropdown

- Example: "4100 Project"

- Required field to filter profiles by specific project

- Dropdown lists all available projects

1. Start Date: Enter start date in mm/dd/yyyy format

- Calendar icon opens date picker

- Optional field to filter profiles created on or after this date

- Leave blank to search from beginning of time

1. End Date: Enter end date in mm/dd/yyyy format

- Calendar icon opens date picker

- Optional field to filter profiles created on or before this date

- Leave blank to search to current date

1. Click Search button to load profiles for selected project

- Displays project-level summary table

- Loads profile search and results sections below

After selecting a project, the page displays a summary table showing profile statistics by site:

• SITE NAME: Name of the research site (e.g., "Site 1-4100", "Site 2-4100", "Site 3-4100", "Site 4-4100")
• PI NAME: Principal Investigator name (e.g., "Anitha Grace", "Sindhu Wilson", "Umesh William", "Greeshma Ivum")
• DQ: Number of disqualified profiles (e.g., 1, 5, 5, 1)
• INCOMPLETE CALL: Number of incomplete call profiles (e.g., 0)
• PQ NO SITE: Number of pre-qualified with no site assigned (e.g., 1, 0, 0, 0)
• QUICK HANG UP: Number of quick hang-up calls (e.g., 0)
• REFERRAL HANG-UP: Number of referral hang-ups (e.g., 0)
• REFERRAL: Number of referrals (e.g., 0, 4, 4, 0, 1)
• XFER INCOMPLETE: Number of incomplete transfers (e.g., 0)

This summary provides a quick overview of profile status distribution across all sites in the selected project.

Below the summary table is the detailed profile search interface:

1. Profile Subject Line: Label for the search section

1. Search in: Select search field from --Select-- dropdown

- Choose which field to search in

- Options may include profile fields, patient name, etc.

1. Search Term: Enter search keywords in text field

- Free text search based on selected search field

1. Result: Filter by result type using checkboxes

- ☐ DQ: Disqualified profiles

- ☐ Info Only: Information only calls

- ☐ PQ No Site: Pre-qualified without site assignment

- ☐ Referral: Referral profiles

- Select multiple checkboxes to filter by multiple result types

1. Rows per Page: Select number of results per page

- Dropdown with value "10"

- Control pagination display

1. Click Search button to execute the search with selected filters

After searching, the system displays a detailed profiles table:

• Select All: Checkbox to select all profiles on current page
• Links for bulk actions: Profile, Edit Profile, Show PDF

• Checkbox: Select individual profiles for bulk actions
• Profile: Orange link to view full profile details
• Edit Profile: Orange link to edit profile information
• Show PDF: Orange link to view/download profile as PDF
• Checkbox: Additional selection checkbox
• PI NAME: Principal Investigator name (e.g., "Anitha Grace")
• ORIGINATION: Source of profile (e.g., "WEB" for web form submissions)
• SITENAME: Assigned site name (e.g., "Site 1-4100") shown as orange link
• DATE CREATED: Timestamp when profile was created

- Format: M/D/YYYY H:MM:SS AM/PM

- Examples: "9/26/2022 8:53:45 AM", "9/23/2022 8:03:51 AM", "9/23/2022 5:16:53 AM"

• DATE SENT: When profile was sent to site (may be empty)
• PATIENT NAME: Patient's name (e.g., "test test")
• RESULT: Profile result status

- "DQ" (Disqualified)

- "Referral"

- "No Status"

• STATUS: Current profile status

- "No Status"

- "Not interested"

- Other status values

• PROFILE ID: Unique profile identifier (e.g., 169220, 169219, 169203, 169201, 169200, 169199, 169198, 169197, 169196, 169195)

The table shows multiple profiles with details:

1. Profile ID 169220: Anitha Grace, WEB, Site 1-4100, 9/26/2022 8:53:45 AM, DQ, No Status
2. Profile ID 169219: Anitha Grace, WEB, Site 1-4100, 9/26/2022 8:52:05 AM, test test, Referral, Not interested
3. Profile ID 169203: Anitha Grace, WEB, Site 1-4100, 9/23/2022 8:03:51 AM, DQ, No Status
4. Multiple additional entries following similar pattern

• Click Profile link to view complete profile details
• Click Edit Profile link to modify profile information
• Click Show PDF link to generate/view PDF version
• Click SITENAME link to view/edit site details
• Use checkboxes to select profiles for bulk operations

• Project Name and date range filters are at the top of the page
• Leave dates blank to search all time periods
• Use Start Date only to find profiles after a specific date
• Use End Date only to find profiles before a specific date
• Use both dates to find profiles within a specific range

• Check DQ to show only disqualified profiles
• Check Info Only for information-only calls
• Check PQ No Site for pre-qualified profiles without site assignment
• Check Referral to show only referral profiles
• Multiple checkboxes can be selected simultaneously

• Sortable columns (click column headers)
• Orange links for Profile, Edit Profile, Show PDF, and SITENAME
• Select All checkbox for bulk operations
• Pagination controls at bottom of table
• Rows per Page dropdown to control display density

Tips & Best Practices

• Page Templates: Select appropriate templates based on your posting needs - MainContentTemplate.xml provides a standard layout
• Template Variables: Use consistent template variable syntax <%=Object.Property%> to pull data from the database
• Site Information Variables: Common variables include:

- <%=Site.SiteName%> for site name

- <%=StudySite.StudyContactBusinessPhone%> for contact phone

- <%=Site.PrimaryAddress%> for address

- <%=StudySite.StudyContactEmail1%> for email

• Inclusion/Exclusion Criteria: Use "Add New" links to build comprehensive criteria lists that help patients self-screen
• Preview Before Saving: Always preview posting pages to verify template variables render correctly
• Title and Description: Write clear, concise titles and descriptions that accurately represent the study
• Profile Search: Use date ranges to narrow down profile searches when looking for specific time periods
• Project Selection: Select specific projects to filter profiles rather than searching all projects at once
• Date Format: Always use mm/dd/yyyy format for date fields to ensure consistent search results
• Keep Postings Current: Regularly update posting pages to reflect current study status and site availability
• Variable Testing: Test template variables across different sites to ensure data displays correctly

Next Steps

• Create a test posting page using the Page Template dropdown
• Configure Title and Description for your study
• Add Inclusion and Exclusion criteria using "Add New" links
• Set up Site Information fields with appropriate template variables
• Preview the posting page to verify all variables render correctly
• Save the posting configuration
• Use Profile Search to locate profiles by project and date range
• Filter profiles using Start Date and End Date fields for specific time periods
• Review the profile results table for detailed patient information
• Edit existing postings to update information as studies progress

Navigation

← Previous: Custom Screener

Next: Reports & Analytics →