Skip to end of metadata
Go to start of metadata

CRIS Tips - Click here to download this guide put together by DCRI.  The following topics are covered in this guide:

  • Change Visit Reason
  • Advanced Visit List (Protocol)
  • Criteria Based Lists (Research Nurse Role)
  • Document Filters (Document Selection/Research Nursing Note)
  • Orders Filters (Research Orders)
  • Protocol Accrual-Primary Report Printer Report
  • Inpatient Service Team SR Location-Patient Header
  • How to Add Labels to Toolbar 

Additional reference materials can be found on the DCRI website.

 CTEP account

A summary of the registration types, required documentation, and business rules for RCR is provided in the table below. Links for RCR registration and information include:

You will need to update the account once a year.


Landing page:


Slides with screen shots from FollowMyHealth, click here.

Order Sets - Steps to create/modify/delete an orderset

Step 1: Go to and make changes.

Step 2: Complete a DCRI Request Form:

Step 3: Drop off the form in the DCRI office or email the form to:

PHI - Please do not include PHI in documents sent to CCRSafety, on MedWatch forms, or any supporting documents. All documents need to be de-identified. That includes: patient initials, birthdates, SSN, hometown, phone/fax numbers, medical record or account numbers, protocol numbers, etc. For a comprehensive list, here is a link to a UC Berkeley site for PHI:

You may use the patient ID in the first box on the MedWatch. Use the same patient ID when you name files. For the patient ID—use the unique ID number that is assigned by the sponsor at enrollment, be that via C3D, OPEN/IWRS or another registration system, or the Sponsor (if not the CCR).   For example, patient #1 would be 1010001.  (The problems arise if you use the patient ID and some part of the patient’s name to name a document.). Outside sponsors usually have their own SAE reporting form, in which case you would not be using the MedWatch 3500a.

Redact tools in Adobe - Need help with removing PHI from PDFs?  Adobe has a step-by-step guide that can help you.

SEFT, MSE, PIV Encryption, FMH, SHM





(Secure Email File Transfer)

Secure communications to non-NIH staff/collaborators electronically that involve PII and/or receiving/transferring large documents. Does not require a PIV card, thus making it available to NIH staff with AD accounts who cannot be issued a PIV (e.g., short term appointment,   volunteers). The system is not to be used for communicating patient care with outside physicians.

(Medical Secure Email)

When communicating with patients, the approved methods of   communicating electronically is the MSE tool and SHM. We prefer the use of  SHM. View information regarding the secure email process (e.g. policy, consent, registration process, and reference material including an online tutorial).

PIV Encryption

Secure electronic communications w/ NIH staff using NIH PIV card encryption in Outlook

Select the Encrypt option on the Message tab of an open email message w/ PIV card inserted into computer and enter PIN; both users need to be PIV enabled

(Follow My Health)

Patients may now receive messages from NIH Staff through the   FollowMyHealth® portal.

(Secure Health Messaging)

When communicating with patients, the approved methods of   communicating electronically is the MSE tool and SHM. We prefer the use of   SHM. Using the CRIS Secure Health Messaging application, patients will  receive messages through the FollowMyHealth® portal.

Select 'Open Secure Health Messaging...' in the CRIS Application



Last updated by Yu, Theresa (NIH/NCI) [E] on Jun 14, 2018