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Site Operations & Participant Experience

Study Visit Planning: Align Windows, Procedures, and People

Coming soon

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

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

Foundation · Self-paced

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

What this course covers.

Who it is for
Site coordinators and study nurses planning participant visits.
What you will be able to do
Build a visit-preparation pack covering required procedures, dependencies, staff responsibilities and contingency planning.
What you will produce
A visit-preparation pack for a fictional study visit.
Systems referenced
No specific system access is required for this course.

Topics

  • Visit windows
  • Procedure dependencies
  • Staffing
  • Contingency planning

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.

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  • 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 an eligibility checklist, a criteria table with query marks and a decision flowchart on a desk
    Coming soon

    Eligibility review

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

  • 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.