OpenClinica Documentation and Training Site

OpenClinica 4 User Documentation
- 1 Administration
- 2 Building Forms and Studies
  - 2.1 Create a Study
  - 2.2 Design a Study
    - 2.2.1 Using the Form Template
    - 2.2.2 Events & Forms
    - 2.2.3 Using Form Designer
    - 2.2.4 Form Logic
    - 2.2.5 Functions
      - 2.2.5.1 OpenClinica Validated Functions Index
    - 2.2.6 Rules
    - 2.2.7 Locating Object Identifiers in a Study
    - 2.2.8 Content Library
    - 2.2.9 Create and Configure Data Review Tables
  - 2.3 Module Management
  - 2.4 Form Library (CDASH)
- 3 Getting Started
  - 3.1 How to Get Help
  - 3.2 For OC3 Users
  - 3.3 Logging In
  - 3.4 OpenClinica Basics
    - 3.4.1 OpenClinica Navigation
    - 3.4.2 The Participant Matrix
    - 3.4.3 Adding a Participant
    - 3.4.4 The Participant Details Screen
    - 3.4.5 Events
    - 3.4.6 Viewing and Entering Data on Forms
    - 3.4.7 Your Home Screen
    - 3.4.8 Managing Your Account
    - 3.4.9 Frequently Used Screens
    - 3.4.10 Frequently Used Terms
    - 3.4.11 How to Log Out
- 4 Getting Data for Your Study: Reports and Extracts
  - 4.1 Data Review Tables
  - 4.2 Back-End Access Via Insight
  - 4.3 Extract Data
- 5 Launching and Managing Studies
  - 5.1 Publishing Your Study
  - 5.2 User Access & Sharing
    - 5.2.1 Using the Share Screen
    - 5.2.2 Adding Sites
    - 5.2.3 Inviting Users
    - 5.2.4 Publish History
    - 5.2.5 Editing Study Settings
    - 5.2.6 Using Multifactor Authentication
- 6 Using OpenClinica as a CRC
  - 6.1 Queries (CRC)
  - 6.2 Add Participants
  - 6.3 Entering Data
- 7 Using OpenClinica as an Investigator
  - 7.1 Signing Participant Records
- 8 Using OpenClinica as a Monitor
  - 8.1 Source Data Verification
  - 8.2 Queries (Monitor)
- 9 Using OpenClinica as a Data Manager
- 10 Importing Data
  - 10.1 Importing XML Files
  - 10.2 Importing Tabular Data
- 11 Completing Your Study
- 12 OpenClinica Recruit
- 13 OpenClinica eConsent
- 14 OpenClinica Participate
- 15 OpenClinica Insight
  - 15.1 SQL Guide
  - 15.2 Front-end API Guide
  - 15.3 Insight Reporting Guide
- 16 OpenClinica Randomize
- 17 How and When to Use APIs
- 18 Help Index
  - 18.1 Study Runner
    - 18.1.1 Submit Data
      - 18.1.1.1 Queries
    - 18.1.2 Monitor and Manage Data
    - 18.1.3 Extract Data
    - 18.1.4 Reports
  - 18.2 Study Designer
    - 18.2.1 Form Card
- 19 Knowledge Articles
OpenClinica 3 User Documentation
OpenClinica 3 Technical Documentation
LMS FAQ's
Release Notes (OC4)
Release Notes (OC3)
Data Mart Guide

Home

Welcome!

Welcome to the OpenClinica Documentation and Training Site. OpenClinica is a powerful platform for managing clinical trials. This site offers:

User documentation for OpenClinica (OC4 and OC3)
Self-paced training. If you’ve been registered for any of our online training courses, you’ll also see options to access training on the left side menu (login required).
Release documentation. Access product release notes for our most current version as well as past releases.
Validation and Quality System documentation, including IQ/OQ/PQ artifacts and SOPs (login required).

Not sure about whether you are using OpenClinica 3 or 4? If the domain name you use to log into your OpenClinica system ends in “openclinica.io” then you are using OpenClinica 4. If your domain name is something else, then you are using OpenClinica 3.

Our goal is to provide you with access to countless topics of interest for OpenClinica users. You can comfortably navigate the site based on the category and subcategory cascading topics via the menu on the left. Whether you’re building a study or if you’re an end user, this site will prove beneficial!

Introducing: OpenClinica Recruit

Proven & Powerful Clinical Trial Recruitment Solution

Did you know?

85% of clinical trials fall short on their enrollment goals
80% face delays due to low enrollment
90% take twice as long as planned to enroll participants
Only 2% of the population participates in clinical research due to a lack of awareness & access

Even if enrollment isn’t your primary focus, you can help your study unblock one of the biggest bottlenecks they likely have with OpenClinica Recruit. Recruit uses sophisticated machine-learning algorithms to find & enroll the right participants for each study, reducing delays and helping to connect people with studies that can benefit them.

To learn more or schedule a personalized introduction to Recruit please reach out to your customer success manager or visit our webpage: Recruit for OpenClinica Customers.

Thank you,

The OpenClinica Team

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