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Site Operations & Participant Experience

Eligibility Review: Resolve Ambiguity Before Enrollment

Coming soon

Work an ambiguous eligibility case to the evidence, and know which questions belong with the investigator.

This course is still being built. Lessons are not available yet, and there is no enrollment, payment or certificate for it at this stage.

Practitioner · Self-paced

Illustration of an eligibility checklist, a criteria table with query marks and a decision flowchart on a desk

What this course covers.

Who it is for
Coordinators, screeners and monitors reviewing eligibility.
What you will be able to do
Build an eligibility evidence matrix and identify questions requiring investigator review rather than guessing.
What you will produce
An eligibility evidence matrix with open questions flagged for investigator review.
Systems referenced
No specific system access is required for this course.

Topics

  • Inclusion and exclusion criteria
  • Source evidence
  • Ambiguity
  • Investigator oversight

All scenarios used in Academy courses are fictional practice material. Course work is practice, not employment experience, and it is not a verified competency result.

Register your interest in this course

Register your interest in this course.

Tell us a little about where you are now. Registering interest is not an enrollment and does not reserve a place.

  • Illustration of a study coordinator and a participant in conversation beside a signed consent form and a reconsent symbol
    Coming soon

    Consent in practice

    Handle the consent conversations that are not straightforward, and document reconsent properly.

  • Illustration of a visit schedule on a tablet beside a procedure checklist, sample kits and a staffing diagram
    Coming soon

    Study visit planning

    Prepare a study visit so procedures, windows, staff and dependencies line up before the participant arrives.

  • Illustration of a recruitment funnel narrowing at a bottleneck, with outreach icons on one side and a retention pathway on the other
    Coming soon

    Recruitment and retention

    Find where a fictional recruitment funnel is losing people, and improve it without pressure tactics.