Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided...

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Copyright © 2009 Phase Forward Incorporated. All rights reserved. Interactive Response Technology (IRT) User Training 27 August 2010 Elke Dooms– IRT Project Manager Pharmtrace SORAMIC Phase Forward IRT

Transcript of Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided...

Page 1: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

Copyright ©

2009 Phase Forward Incorporated. All rights reserved.

Interactive Response Technology (IRT) User Training27 August 2010Elke Dooms–

IRT Project Manager

PharmtraceSORAMIC

Phase Forward IRT

Page 2: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

………………………………………………………………………………………………………..……………………………………...InterActive Response Technology

Database

which uses a touch-tone

telephone or web interface for data entries

IRT Support available for assistance

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IRT Support

System User

Database

IRT= InterActive Response Technology

Page 3: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

Overview•

IRT Visit Schedule

IRT Access:– User ID Cards

– User Authentication Code

– Phone and Web Access

– First-time Login process

– Important Notes

IRT Functions– Navigation

– Home Tab

– Subjects Tab

– Supplies Tab

IRT Support

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Page 4: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Visit Schedule

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IRT Visit Schedule

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IRT expected visit Visit window (Soft) Kits assigned (only if Local Ablation arm)

Visit Day Min. Max. Screening N/A N/A N/A N/A

Randomization 31 -24 +25 2

Follow Up 61 -14 +14 0, 1 or 2

Follow Up 122 -14 +14 0, 1 or 2

Follow Up 183 -14 +14 0, 1 or 2

Follow Up 244 -14 +14 0, 1 or 2

Follow Up 305 -14 +14 0, 1 or 2

Follow Up 366 -14 +14 0, 1 or 2

Follow Up 427 -14 +14 0, 1 or 2

Follow Up 488 -14 +14 0, 1 or 2

Follow Up 549 -14 +14 0, 1 or 2

Follow Up 610 -14 +14 0, 1 or 2

Follow Up 671 -14 +14 0, 1 or 2

Follow Up 732 -14 +14 0, 1 or 2

Follow Up 793 -14 +14 0, 1 or 2

Follow Up 854 -14 +14 0, 1 or 2

Randomization is registered for both the Local Ablation Arm and the Palliative ArmFollow Up visits are only registered for the Local Ablation Arm

Page 6: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Visit Schedule

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IRT expected visit Visit window (Soft) Kits assigned (only if Local Ablation arm)

Visit Day Min. Max. Follow Up 915 -14 +14 0, 1 or 2

Follow Up 976 -14 +14 0, 1 or 2

Follow Up 1037 -14 +14 0, 1 or 2

Follow Up 1098 -14 +14 0, 1 or 2

Follow Up 1159 -14 +14 0, 1 or 2

Follow Up 1220 -14 +14 0, 1 or 2

Follow Up 1281 -14 +14 0, 1 or 2

Follow Up 1342 -14 +14 0, 1 or 2

Follow Up 1403 -14 +14 0, 1 or 2

Follow Up 1464 -14 +14 0, 1 or 2

Follow Up 1525 -14 +14 0, 1 or 2

Follow Up 1586 -14 +14 0, 1 or 2

Follow Up 1647 -14 +14 0, 1 or 2

Follow Up 1708 -14 +14 0, 1 or 2

Follow Up 1769 -14 +14 0, 1 or 2

Follow Up 1830 -14 +14 0, 1 or 2

Follow Up visits are only registered for the Local Ablation Arm

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IRT Access

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IVRS/ IWRS User Access InformationSponsor: PharmtraceProtocol: SORAMIC

User Access ID: 123456

Confidential: Please contact IRT Support if the seal is broken

User ID Cards

The User ID Card is a sealed

envelope

It contains your User ID and Default Password

The User ID Card will be sent to you via courier or handed out by your CRA

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IRT AccessUser ID Cards

User IDs are your User IDs are your electronic electronic

signature and signature and MUST NOTMUST NOT be be

sharedshared

Dear System User: You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your study protocol. Please follow instructions on the use of your User ID as described in the designated manual. If the seal on this envelope has been broken, please contact IRT Support:

1-877-IVRS-HLP (US only) Country specific IVRS access number and press ‘0’ Email at [email protected].

This User ID provides access to highly confidential information. Please do not share this material with anyone and always store it in a safe location.

In the event that your password requires re-setting, please keep the information below with your User ID and password so the password can be reset to the default provided.

Protocol: SORAMIC

User ID: 123456

Study Code: 478 Default Password: 12345

IVRS Phone Number: Phase Forward IVRS Access Number or 1-877-725-2749 (US Toll Free)

Phase Forward Website: https://irt.webcrf.net

Phase Forward 24/7 Technical Support:Phase Forward IVRS Access Number (Toll free) and dial ‘0’ for support 1-877-IVRS-HLP (Toll Free) [email protected]

IVRS/ IWRS USER ACCESS INFORMATION

Sponsor: Pharmtrace Protocol: SORAMIC

User Access ID: 12345

CONFIDENTIAL: Please contact IRT Support if the seal is broken

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IRT System User Authentication Form

User Name: First, Middle, Last (e.g., John T. Doe) Role: Role (e.g., Study Coordinator, Investigator)

Protocol: Pharmtrace SORAMIC ------------------------------------------------------------------------------------------------------------------------------------------------------- Please complete this form and sign below prior to registering your access in the IVR/IWR system.

Please write the User Access ID found on your user envelope:

Please refer to this User Authentication Code when registering your User ID for the first time: # # # # # # # #

Upon the initial login using this User Access ID, you will be required to know the following to enter: Study Code (phone only) User Access ID User Authentication Code You will also need to know one of the following, if applicable: Site ID Depot ID

-------------------------------------------------------------------------------------------------------------------------------------------------------

By signing below, I acknowledge that my electronic user ID and password combination act as my user authentication when gaining access to the IVR system. I also acknowledge I am responsible for keeping my ID and password confidential, and that I will not share my user ID or password with anyone. If I suspect that my user ID or password has been compromised or has been revealed to others, I will contact Technical Support to report this immediately.

User Signature Date

A COMPLETED FORM MUST BE RETAINED AS PART OF THE STUDY RECORDS

IRT Access

The USER ACTIVATION CODE (UAC) will arrive via email

or fax

The UAC is required for your first-time login

Retain this form for the duration of the study

Contact CRA or IRT Support to get a new

UAC

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User Authentication Code

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IRT Access

Go to URL https://irt.webcrf.net/

Type your 6-digit

user id in the User ID field

Type your 5-digit

password in the Password field

Click Enter

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Web Access

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Dial•

Country-specific toll free numbers will be provided

Enter•

Study Code: 478

Language Code: 2-digit number (see next slide)

User ID: 6-digit number

Password: 5-digit number

Welcome Message•

“Welcome to the Pharmtrace Interactive Voice Response System for Protocol SORAMIC.”

IRT AccessPhone Access

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IRT AccessAvailable Languages (Phone only!)

01 English

02 French

05 German

06 Italian

09 Spanish

13 Croatian

16 Dutch

24 Polish

27 Serbian

34 Turkish

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IRT Access

Create new

confidential password

Create 4-digit PIN

(for password

reset purposes)

Enter User Authentication Code (UAC)•

Contact your CRA if you did not receive a UAC

Once UAC is input, the User ID is associated with your name

Enter 4-digit Site Number

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First-time Login (Web/Phone) –

Account Activation

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IRT Access

Login

At any time you may choose to enter the system via phone OR web.

Though,

some of the functions are only available via the web.

Logout

Web

always logout of the system by using the “Logout”

button in the top

right of the menu

Web

The system will automatically log out if the system has been idle for

more than 5 minutes.

Passwords

Numeric and 5-digits long

Will expire every 180 days

Should be kept secure and secret

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Important Notes

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IRT Functions

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Home page

You will be directed to the home page after successful login

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IRT Functions

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There are different tabs available in the Title bar

Each tab has a related set of options in the left-hand Navigation pane

Navigation

The tab and function you are using are highlighted in yellow

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IRT Functions -

Home

You will have access to the following functions via the Home tab:•

Contact Information

Notifications

Instructions

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IRT Functions -

Home

Use this function to update your contact details

Click on ‘Contact Information’

The page will display a form on which you can correct your contact details as required

Click Submit

to save the updates

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Contact Information (Web Only)

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IRT Functions -

Home

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Contact Information (Web Only)

Page 20: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Home

Use this function to re-transmit a confirmation notification or alert

Click on ‘Notifications’

You are able to view and/or re-transmit the notification/alert

Notifications can be re-transmitted to yourself or to other recipients

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Notifications (Web Only)

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IRT Functions -

Home

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Notifications (Web Only)

The system will ask you to enter the following:•

Select the Retransmission Type:– By Notification Number:

Enter the notification number– By Subject Number:

Select the Subject number

Select the required notification– By Notification Type:

Select the notification type

Select the required notification

The system will display the notification on the screen for review

Select the recipient to which you want to send the notification

Click ‘Retransmit’

Page 22: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Home

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Notifications (Web Only)

Page 23: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Home

You will find links to the following documents•

Toll-free Access Numbers

User Manual

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Instructions (Web Only)

Page 24: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

You perform the following functions in the Subject Tab:•

Screening

Screen Failure (also available via Phone)

Randomization (also available via Phone)

Scheduled Visit (also available via Phone)

Unscheduled Visit (also available via Phone)

Drug Replacement (also available via Phone)

Early Termination (also available via Phone)

Completion (also available via Phone)

Unblind Treatment (also available via Phone –

Investigators Only!)

Edit Subject Data

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Page 25: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

The page will show a table with the following information for all subjects:•

Subject number, demographics and current subject status

Last transaction completed in IRT

Next expected visit and expected visit date

Click on the V

symbol to expand the details for a subject

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Page 26: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

Click on the ‘Screening’

button to Screen a new Subject

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Screening

Page 27: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

User enters:•

Date of birth

Screening Date

CONFIDENTIAL AND PROPRIETARY INFORMATION – NOT FOR DISTRIBUTION

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IRT output:•

7-digit Subject Number

Confirmation of transaction

Written notification

Screening

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IRT Functions -

Subjects

Select the Subject that you want to Screen Fail

Click on the ‘Screen Fail’

button

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Screen Failure

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IRT Functions -

Subjects

User enters:•

Confirm Age

Reason for Screen Fail

Date of Screen Fail

CONFIDENTIAL AND PROPRIETARY INFORMATION – NOT FOR DISTRIBUTION

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IRT output:•

Confirmation of transaction

Written notification

Screen Failure

Page 30: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

Select the Subject that you want to Randomize

Click on the ‘Randomize’

button or on ‘Perform Transaction’

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Randomization

Page 31: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

User enters:•

Confirm Age

Select Treatment Group Local Ablation or Palliative Treatment

Stratum Local Ablation: # of RFA sessions (1, 2 or 3)

Palliative Treatment: Portal Vein Thrombosis (Y/N)

CONFIDENTIAL AND PROPRIETARY INFORMATION – NOT FOR DISTRIBUTION

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IRT output:•

Randomization Number

If Local Ablation: Bottle Number

If Palliative Treatment: Treatment Arm

Confirmation of transaction

Written notification

Randomization

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IRT Functions -

Subjects

Select the Subject for which you need to register the Follow Up Visit

Click on the ‘Scheduled Visit’

button or on ‘Perform Transaction’

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Scheduled Visit

Scheduled Visits only need to be performed for Subjects in the Local Ablation arm

Page 33: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

User enters:•

Confirm Age

Confirm Visit

Confirm if Drug is needed– Confirm amount of bottles needed

CONFIDENTIAL AND PROPRIETARY INFORMATION – NOT FOR DISTRIBUTION

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IRT output:•

If applicable: Bottle Number(s)

Confirmation of transaction

Written notification

Scheduled Visit

Page 34: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

Select the Subject for which you need to perform an Unscheduled Visit

Click on the ‘Unscheduled Visit’

button

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Unscheduled Visit

Unscheduled Visits can only be performed for Subjects in the Local Ablation arm

Page 35: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

User enters:•

Confirm Age

Confirm Visit

Confirm amount of bottles needed

CONFIDENTIAL AND PROPRIETARY INFORMATION – NOT FOR DISTRIBUTION

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IRT output:•

Bottle Number(s)

Confirmation of transaction

Written notification

Unscheduled Visit

Page 36: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

Select the Subject for which you need a drug replacement

Click on the ‘Drug Replacement’

button

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Drug Replacement

Drug Replacements can only be performed for Subjects in the Local Ablation arm

Page 37: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

User enters:•

Confirm Age

Select Bottle Number to Replace

Select new Bottle Status (damaged/missing)

Replace another Bottle?

CONFIDENTIAL AND PROPRIETARY INFORMATION – NOT FOR DISTRIBUTION

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IRT output:•

Bottle Number(s)

Confirmation of transaction

Written notification

Drug Replacement

Page 38: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

Select the Subject that you want to Terminate

Click on the ‘Early Terminate’

button

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Early Termination

Page 39: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

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Early Termination

User enters:•

Confirm Age

Reason for Early Termination

Early Termination Date

IRT output:•

Confirmation of transaction

Written notification

Page 40: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

Select the Subject that you want to Complete

Click on the ‘Completion’

button or on ‘Perform Transaction’

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Completion

Page 41: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

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Completion

User enters:•

Confirm Age

Completion Date

IRT output:•

Confirmation of transaction

Written notification

Page 42: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

Select the Subject that you want to Unblind

Click on the ‘Unblind Treatment’

button

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Unblinding (Investigators ONLY!)

Page 43: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

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Unblinding (Investigators ONLY!)

User enters:•

Confirm you want to Continue

Confirm Age

Confirm you want to Continue

Enter your Password

IRT output:•

Treatment Arm

Confirmation of transaction

Written notification

Page 44: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Subjects

Select the Subject that you want to Edit

Click on the ‘Edit Subject Data’

button

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Edit Subject Data (Web Only)

You will be able to update the following data:•

Date and Reason of Screen Failure (including deletion of the Screen Failure)

Date and Reason Early Termination (including deletion of the Termination)

Date Completion (including deletion of the Completion)

NOTE: a reason must

be entered for any modification

Page 45: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Supplies

You perform the following functions in the SuppliesTab:•

Register Drug Order Receipt (Order Transactions)

Update Center Inventory

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Page 46: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Functions -

Supplies

The page will show a table with the following information for all drug orders:•

Drug Order #, Destination, Ordered, Days Outstanding, Shipped, Received, Cancelled

Click on the V

symbol to expand the details for a Drug Order

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Page 47: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

Select the Drug Order that you want to register as received

Click on the ‘Register Drug Order Receipt’

button

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IRT Functions -

SuppliesRegister Drug Order Receipt

Page 48: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

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User enters:•

All arrived complete and undamaged?

Entire order damaged?

Entire order missing?

Enter missing/damaged Bottle Number

Status of Bottle Number (damaged/missing)

Another Bottle?

IRT output:•

Confirmation of transaction

Written notification

IRT Functions -

SuppliesRegister Drug Order Receipt

Page 49: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

Click on Update Center Inventory on the left hand side of the screen

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IRT Functions -

SuppliesUpdate Center Inventory

Page 50: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

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User enters:•

Select either entire inventory or enter individual Bottle Numbers

New status (missing/damaged)

Another Bottle?

IRT output:•

Confirmation of transaction

Written notification

IRT Functions -

SuppliesUpdate Center Inventory

Page 51: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

IRT Support

Online User Guide:•

Click on the Question mark symbol in the upper right corner of the screen

The User Guide will be opened in a new screen

User Manual:•

In the Home Tab you can download the User Manual

Phase Forward IRT Support

Page 52: Phase Forward IRT - soramic.com · IRT Project Manager. Pharmtrace. ... You have been provided access to the Phase Forward web-integrated Interactive Voice Response System for your

Dial •

Local Toll-Free Number and press 0 to be transferred to IRT support

Direct Toll Number: +1-877-859-2991

Email•

[email protected]

IRT Support

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Available 24/7