How to Change a Protocol Number in CRIS


Next Review Date: 08/2013

Version #: 1.2

Review Interval Period: Biennial

Approved Version #: 1.2 Date: 08/2011

Policy Reference: NA

Purpose: To provide the steps necessary to change a patient's protocol number in CRIS.
STEP 1: Log into the Clinical Research Information System (CRIS)
  1. Log into the CRIS system.
STEP 2: Search for Patient
  1. Click on the Find Patienticon.
  2. Enter Patient’s Identifying Information (Name or MR#)
STEP 3: Click on the Order Entry Worksheet Icon
  1. The Order Worksheeticon is located in the upper-left section of the screen and in the task bar located at the top of the screen.
STEP 4: Enter Data in the Order Entry Worksheet Screen
  1. In box listing "Type here to enter order name" type in "Change".
  2. Click on "Change Protocol Assignment: NCI" from the change pick list.
  3. Click on "Add" button.
STEP 5: Enter Data in Change Protocol Assignment Screen
  1. To removea patient from a protocol:
  2. To adda patient to a protocol:
  3. To changea patient’s current primary protocol:
  4. Enter any Special Instructions.
  5. Click the "OK" button.
  6. The completed Order Entry will appear.
  7. Double-click on order to final review, if desired.
  8. Click on the "Submit" button to submit order.
STEP 6: Processing the Protocol Reassignment Order
  1. The Protocol Assignment will be updated in CRIS by the Clinical Center (CC) Medical Record Department staff.