Study Protocol Setup   · Easily set up studies, including protocol visits, procedures, multiple study arms if needed, and other study information that provides a central repository of information for authorized researchers to quickly access. · Enter and track patient scheduling requirements, including protocol schedule and violation windows. · Customize your study protocol information with user-defined fields. Study Budgeting and Cost Planning · Prepare complete budgets for patients, visits, and procedures for one site or across multiple sites. · Budget for study-level fees such as IRB or Pharmacy costs. · Estimate study profit/loss based on sponsor payments and internal costs of conducting the study. Revenue Accrual, Billing, and Reconciliation · Automatically track revenue accrual based on patient visits entered or contract milestones met. · Prepare and print study invoices. · Log incoming and outgoing checks and apply them as payment for procedures, events, contract milestones and invoices. · View or print a wide range of financial reports showing financial progress and reconciliation status at a summary level, intermediate level, or detail level. Document Tracking · Manage and track study related documents, submissions and approvals. · Attach and review Microsoft Word files or other files for fast retrieval. Task Management · Create and assign tasks and track status ("In Progress," "Completed," "Deferred," etc). · Receive alerts and messages based on task completion and various program actions. Patient Database · Complete repository of patient information. · Includes demographics, diagnoses, medications, and user-defined custom fields. · Includes full search capabilities. Patient Visit and Activity Tracking · Patient visit and procedure tracking with automatic revenue accrual. · Printable and online visit checklist to help ensure clinical and operational compliance, and accurate billing. · Off-protocol procedure and visit capture. · Extremely fast data entry to minimize impact on research staff. Scheduling · View schedules and appointments for individual providers or groups of providers. · Add patient or non-patient appointments. · Built-in protocol schedule assists with scheduling all protocol visits for subjects at one time while maintaining protocol adherence. · Print daily, weekly, or monthly calendars. · Fast changing and cancelling of appointments. Recruiting · Track patients through the recruiting process and screen them with user-entered questionnaires. · Track all patient interactions, indicate follow-up dates, and print follow-up reports. · Track the effectiveness of your advertising programs. Reporting · Choose from over 80 existing report templates. · Customize report templates by adding/removing fields, filter for specific data, and format fonts, margins, column widths, and many other capabilities. · Create master reports that can be viewed by others in your department, or create private reports viewable by only one user. Security and Confidentiality · Maintain full HIPAA compliance. · Assign user privileges on a screen-by-screen and feature-by-feature basis. · Restrict data access by department, site, and study. · Supports any type of customer-provided encryption. · Audit user activity. Integration with Allscripts Touchworks · Provides integration with Touchworks EMR database.