OpenClinica Documentation and Training Site

OpenClinica 4 User Documentation
- 1 Getting Started
  - 1.1 How to Get Help
  - 1.2 For OC3 Users
  - 1.3 Logging In
  - 1.4 OpenClinica Basics
    - 1.4.1 Viewing and Entering Data on Forms
    - 1.4.2 Your Home Screen
    - 1.4.3 Change Study
    - 1.4.4 Managing Your Account
    - 1.4.5 Frequently Used Screens
    - 1.4.6 Frequently Used Terms
    - 1.4.7 OpenClinica Navigation
    - 1.4.8 The Participant Matrix
    - 1.4.9 Adding a Participant
    - 1.4.10 The Participant Details Screen
    - 1.4.11 Understanding Contact Data
    - 1.4.12 Events
    - 1.4.13 How to Log Out
- 2 Building Forms and Studies
  - 2.1 Create a Study
  - 2.2 Language Support
  - 2.3 Form Library (CDASH)
  - 2.4 Design a Study
    - 2.4.1 Events & Forms
    - 2.4.2 Using Form Designer
    - 2.4.3 Designing Contact Data Forms
    - 2.4.4 Using the Form Template
    - 2.4.5 Form Logic
    - 2.4.6 Functions
      - 2.4.6.1 OpenClinica Validated Functions Index
    - 2.4.7 Rules
    - 2.4.8 Content Library
    - 2.4.9 Locating Object Identifiers in a Study
    - 2.4.10 Create and Configure Data Review Tables
  - 2.5 Module Management
  - 2.6 Automating Participant Access
- 3 Launching and Managing Studies
  - 3.1 User Access & Sharing
  - 3.2 Publishing Your Study
  - 3.3 EDC Study Go-Live Checklist
  - 3.4 Generating Annotated eCRFs
  - 3.5 Generating Blank CRFs
- 4 Using OpenClinica as a CRC
  - 4.1 Add Participants
  - 4.2 Entering Data
  - 4.3 Queries (CRC)
- 5 Using OpenClinica as an Investigator
  - 5.1 Signing Participant Records
- 6 Using OpenClinica as a Monitor
  - 6.1 Source Data Verification
  - 6.2 Queries (Monitor)
- 7 Using OpenClinica as an Administrator
- 8 Using OpenClinica as a Data Manager
  - 8.1 Managing Sites
  - 8.2 Queries (Data Manager)
  - 8.3 Source Data Verification
  - 8.4 Reviewing and Managing Data
  - 8.5 Participant Audit Log
  - 8.6 Suggested SOPs
- 9 OpenClinica Recruit
- 10 OpenClinica Randomize
- 11 OpenClinica Consent
- 12 OpenClinica Participate
- 13 OpenClinica Code
- 14 OpenClinica Insight
- 15 Importing Data
  - 15.1 Importing XML Files
  - 15.2 Importing Tabular Data
- 16 How and When to Use APIs
- 17 Completing Your Study
- 18 Getting Data for Your Study: Reports and Extracts
- 19 Help Index
  - 19.1 Study Manager
    - 19.1.1 My Studies Page & Share Page
    - 19.1.2 Study Settings, User Roles, Modules
  - 19.2 Study Runner
    - 19.2.1 Monitor and Manage Data
    - 19.2.2 Reports
    - 19.2.3 Submit Data
      - 19.2.3.1 Queries
  - 19.3 Study Designer
    - 19.3.1 Events
    - 19.3.2 Form Card
OpenClinica 3 User Documentation
OpenClinica 3 Technical Documentation
LMS FAQ's
Release Notes (OC4)
Release Notes (OC3)
Data Mart Guide

4 Using OpenClinica as a CRC

Before reviewing this section, make sure that you have read Getting Started. Investigators should review this section in addition to the the Using OpenClinica as an Investigator section.

For Information on Using OpenClinica as a Clinical Research Coordinator (CRC), See the Following Sections:

Revision History

Revision	Published	Approved By
Fixed typo	2025-07-15 12:58PM	Kate Lambert
Fixed formatting	2025-07-15 12:56PM	Kate Lambert
	2020-11-24 15:23PM	Kerry Tamm
	2020-11-19 13:18PM	Kerry Tamm
	2020-11-17 11:07AM	Kerry Tamm