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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.

Secure Health Messaging Vs Medical Secure Email

  • Secure Health Messaging can be used between Care Providers in regards to a patient and between Care providers and their patients
  • All patients must create a Follow My Health patient portal account
  • You must list yourself as a Care Provider in CRIS in the patient’s account under the Patient Info tab
  • Pro’s:  1. You can automatically “attach” secure messages to the patient’s CRIS record. (You can also de-select that                        feature for messages that you do not wish to be attached)
                2. You can “attach” messages sent to other providers, regarding a patient, to the patient’s CRIS record
  • Con’s:  1. You cannot attach a file to a Secure Health Message.  If you need to send the patient an attachment, you must use Medical Secure email:


                        2. The patient must sign up for a Follow My Health portal account

                        3. The patient can only reply or initiate contact to certain Care Providers using Secure Health Messaging (they                               select from a limited drop down menu of active providers)

Medical Secure Email

Tips for providers:

Tips for patients:


Click here for a Computer Based Tutorial on Medical Secure Email

Secure Health Messaging (SHM)


General Overview:

Working with mailboxes on website:

Working with messages:

Working with messages on website:

Designating proxies:

Click here for a Computer Based Tutorial on Secure Health Messaging


Last updated by Yu, Theresa (NIH/NCI) [E] on Sep 27, 2017