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 Managing Your Account
    - 1.4.4 Frequently Used Screens
    - 1.4.5 Frequently Used Terms
    - 1.4.6 How to Log Out
    - 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 Events
- 2 Building Forms and Studies
  - 2.1 Create a Study
  - 2.2 Design a Study
    - 2.2.1 Content Library
    - 2.2.2 Create and Configure Data Review Tables
    - 2.2.3 Using the Form Template
    - 2.2.4 Events & Forms
    - 2.2.5 Using Form Designer
    - 2.2.6 Form Logic
    - 2.2.7 Functions
      - 2.2.7.1 OpenClinica Validated Functions Index
    - 2.2.8 Rules
    - 2.2.9 Locating Object Identifiers in a Study
  - 2.3 Language Support
  - 2.4 Form Library (CDASH)
  - 2.5 Module Management
  - 2.6 Automating Participant Access
- 3 Launching and Managing Studies
  - 3.1 User Access & Sharing
    - 3.1.1 Using Multifactor Authentication
    - 3.1.2 Publish History
    - 3.1.3 Editing Study Settings
    - 3.1.4 Using the Share Screen
    - 3.1.5 Adding Sites
    - 3.1.6 Inviting Users
  - 3.2 Publishing Your Study
  - 3.3 Generating Annotated eCRFs
  - 3.4 Generating Blank CRFs
- 4 Using OpenClinica as a CRC
  - 4.1 Entering Data
  - 4.2 Queries (CRC)
  - 4.3 Add Participants
- 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 a Data Manager
  - 7.1 Queries (Data Manager)
  - 7.2 Source Data Verification
  - 7.3 Reviewing and Managing Data
  - 7.4 Suggested SOPs
- 8 Using OpenClinica as an Administrator
- 9 OpenClinica Recruit
- 10 OpenClinica Randomize
- 11 OpenClinica Consent
- 12 OpenClinica Participate
- 13 OpenClinica Insight
  - 13.1 Setting Up SAE Insight Report Alerts
  - 13.2 SQL Guide
  - 13.3 Front-end API Guide
  - 13.4 Insight Reporting Guide
- 14 Importing Data
  - 14.1 Importing XML Files
  - 14.2 Importing Tabular Data
- 15 How and When to Use APIs
- 16 Completing Your Study
- 17 Getting Data for Your Study: Reports and Extracts
- 18 Help Index
  - 18.1 Study Manager
    - 18.1.1 My Studies Page & Share Page
    - 18.1.2 Study Settings, User Roles, Modules
  - 18.2 Study Runner
    - 18.2.1 Monitor and Manage Data
    - 18.2.2 Reports
    - 18.2.3 Submit Data
      - 18.2.3.1 Queries
  - 18.3 Study Designer
    - 18.3.1 Events
    - 18.3.2 Form Card
OpenClinica 3 User Documentation
OpenClinica 3 Technical Documentation
LMS FAQ's
Release Notes (OC4)
Release Notes (OC3)
Data Mart Guide

1 OpenClinica 4 – Release Notes 2025

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