Frequently Asked Questions

This list will be continuously updated as feedback is received. Please check back periodically for updates.


Which OnCore statuses will be used for Epic billing?

All OnCore statuses will be used to either drive or stop Epic account review and/or billing activities for CMS required compliant Clinical Trial Policy (CTP) billing.


How quickly will my enrollment information be available in Epic for billing?

OnCore statuses flow to Epic near-time and will be available for use shortly after your entry.  Per policies at SCCA, UW Medicine, and the Consortium, your entries should be made within 24 hours.


What if my participant initially screen-fails then returns for screening again at which time the participant becomes eligible for enrollment/treatment. How do I reflect this in the status usage?

OnCore status changes will show in Epic in the Past Updates section and will be available for billing review.  If you are not yet working in OnCore, then you would step through the appropriate Epic statuses (in this example, “Consented”, “Not Eligible”, “Consented”, “Eligible”, “On Study”, “On Treatment”, etc.)


Which statuses are used for billing during the pre-treatment phase of participation?

Billing offices will begin review and/or perform CTP billing with the status of “Consented” and will work with all statuses up until entry of “On Treatment” for interventional studies and “On Study” for other studies such as observational studies.  Along with these statuses, indications on your orders, visit linking, and appointment notes will be important.


Which statuses are used for billing during the treatment phase of participation?

Billing offices will review and/or bill beginning with the status of “On Treatment” and through the entry of “Off Treatment” for interventional studies. “On Study” will be used for observational studies without a treatment phase. “On Study” will also be used until “On Treatment” has been entered for all subjects’ post go live who are on interventional studies. During the treatment phase, CTP billing is in place for research-related patient billable items. Along with these statuses, indications on your orders, visit linking, and appointment notes will be important.


Which statuses are used for billing during the post-treatment phase of participation?

Billing offices will review and/or bill beginning with the status of “Off Treatment” and through the entry of “Off Study”. For Observational Studies and during the go-live period (until on treatment dates have been entered for all subjects on interventional studies) Billing offices will review and/or bill with the status if “On Study” and through the entry of “Off Study”.  “On Follow Up” will also alert the billing offices that there are potential patient or study billable follow up related services. Along with these statuses, indications on your orders, visit linking and appointment notes, will be important.


Which statuses stop review and billing for research related services?

Billing offices will cease review and/or billing with the statuses of “Not Eligible”, “Withdrawn”, and “Off Study”.


Which statuses are used for CRBB billing review?

If the subject is in an Active status (Consent waived, Consented, Eligible, On Study, On Treatment, Off Treatment, On Follow up), CRBB uses the enrollment’s “Active start date” in Epic to help determine whether a particular charge is potentially research-related. If the subject is in an Inactive status (Withdrawn, Not Eligible, Off Study, Expired), CRBB uses the enrollment’s “Active start date” and “Active end date” in Epic to help determine whether a particular charge is potentially research-related.


Data Validation

What is the OnCore definition/functionality of On Study?

On Study is defined as the date the study subject has been registered to the study after having completed the eligibility step and has received a subject ID from the sponsor. The On Study date is the required date in OnCore for accrual credit. It is not related to billing. In the CTMS workflow, subjects will be marked as Billing Active in Epic as soon as they have consented to the study and have a consented date recorded in OnCore.  


How do you differentiate between On Follow Up Date and Off Treatment Date?

On Follow Up date  is the first  actual protocol-defined follow up visit date  and  will be on or after the  Off  Treatment  date. For example, depending on your protocol, the EOT visit may be the last On Study date and the first On Follow Up date.

The  Off  Treatment  date is the date the study subject stops receiving the study intervention or when the study treatment or procedure the study is tracking ends.



There is  a significant difference  between  research  activity and billing activity – can you clarify On Follow Up & Off Study statuses please? 

On Follow Up: The date the study subject is enrolled in the follow-up phase of the study regardless of whether study specific billing is  occurring  or not.   

Off Study: The date the study subject is completely off the study at study completion. No further activity occurs, including billing activity.


What are some examples for how to determine On Follow Up dates? 

To identify what constitutes the start of the follow-up phase, we suggest deferring to what each protocol defines as the start of the follow-up phase. It might be first visit post last dose, 28-day follow-up etc., depending on the specific protocol. For the existing studies if you would like to adopt a simplified approach of applying the date related to the first visit post last dose that may be acceptable.


What about Observational Studies? Do the statuses of On Follow Up, On Treatment and Off Treatment apply to these studies?

On Treatment, On Follow Up and Off Treatment don’t necessarily apply to all studies. For example, subjects on observation studies may directly progress from On Study to Off Study without being marked as On Treatment, Off Treatment or Follow Up.


Survival is  an endpoint  for the vast majority of our studies – do you want death date as Off Study date? 

The CTMS Program Office will update all deceased patients as Off Study using the deceased date as the Off Study date.


Do we need to enter subjects enrolled at external sites?

All subjects regardless of site of enrollment need to go in to the CTMS. If we have site of enrollment from PATS, we will attach those subjects to their respective site. If we do NOT have site information for a subject, it will be up to the study team to accurately match the subject to the site. 


Document Upload & Access in OnCore CTMS

What Document Type name should I select for my document?

Document Type names should match the type document you are uploading.

IMPORTANT: Document Type names should be unique to each document and remain consistent throughout the life of the study. For example, if there is more than one consent form, assign “Main Consent” to the first consent form and “Main Consent A” to the second. Whenever an updated version is uploaded or re-entered during annual reviews, keep the same Document Type name. This is important for version control in Document Search and the CRA Console and for re-consent workflows to function.


Who will access documents from OnCore CTMS?

Study teams, clinic staff, ancillary services staff, and administrative offices (including FHCC CORS, UW CTO/CRBB, CTMS Program Office, FHCC CRS).
Staff requiring access to protocol documents in OnCore may request access through the CTMS onboarding form.
Note: Non-oncology users have access to protocols within their team’s protocols. Users who work with Oncology related protocols have broader access to documents for Oncology studies.


Which protocols are required to upload documents to OnCore CTMS?

1. All Epic-active protocols in an active Protocol Status (Open to Accrual, Suspended, Closed to Accrual)
  • Epic status can be viewed in the PC Console > Status tab
2. Oncology-related protocols (Oncology library in CTMS) meeting the following criteria:
  • a) Has consent form documents
  • b) Has a Data Table 4 Type of Interventional, Observational, or Ancillary/Correlative
3. Protocols that do not meet the above criteria may have documents uploaded, per discretion of study team.





Who do I contact if a document in OnCore is missing or the version is not correct?

If a document is missing from OnCore you can contact study team’s Regulatory Coordinator listed in the Menu > Protocols > PC Console > Main > Staff tab.
Hover your cursor over the staff member’s name and their contact information will display.
If you cannot locate or reach the Regulatory Coordinator, please contact


What documents will still be available in fred Hutch CORE (e.g., BMT documents, etc.)?

The BMT Standard Practice Manual, BMT Standard Treatment Plans and CCO Book are still available in CORE.


What documents will be required to be uploaded?

1. Study teams will upload IRB approved documents to the PC Console > Reviews > IRB > IRB Review Update tab, within the IRB review the document was approved. IRB documents must be uploaded under the Initial Review, Continuing Reviews, and Modifications. Required documents include:

    • Protocol
    • Consent(s) and Assent(s)
    • Investigator’s Brochure
    • Protocol Memos and Clarification Letters
    • HIPAA Authorization Form
    • Additional documents as desired

2. Study teams will upload study manuals to the PC Console > Documents/Info > Attachments/Links tab prior to open to accrual and whenever a new version is released. Required study manuals include:

    • Lab Manual
    • Imaging Manual
    • Pharmacy Manual
    • Product Manual
    • Apheresis Manual
    • Other Manual
    • Billing Grid
    • RN Fact Sheets


Should I delete previously uploaded documents after a new version is uploaded?

NO! Do not delete previously uploaded versions. OnCore will replace the most recent uploaded version in Document Search. However, certain central offices may still need access to previous versions and will be able to access them under the tab they were uploaded to.


How can we search OnCore CTMS for documents?

Using the Document Search functionality in OnCore CTMS (Menu > Protocols > Document Search).

You can search for documents with any of the following protocol identifiers:

  • Protocol Number (RG#)
  • IRB Number
  • Pharmacy Number
  • Sponsor Number
  • IND Number
  • IDE Number
  • Investigator
  • Keywords: Any word found in the title, short title or objectives


Is it possible to print the consent footer and date of printing from OnCore?

The functionality to print a consent footer will be available in OnCore CTMS when document access goes live. See the Document Search & Print Job Aid.


General CTMS

What are the Targets and Timing for Implementation of the CTMS?

The implementation strategy is divided into two targets:

  • Target #1: Subjects & Protocols – UW/FH Cancer Consortium Oncology & FH Non-Oncology
  • Target #3: Study Calendars & Financial Management + UW Non-Oncology

Timing for each Target varies. Currently:

  • Target #1 went live July 2018
  • Target #3 will go live Sept. 18, 2021


When will my study team be live in the CTMS?

Target 1: UW/FH Cancer Consortium Oncology studies and FH Non-Oncology study teams went live in 2018 as part of Group 1 (July 16, 2018) or Group 2 (September 17, 2018).

Target 3: UW Non-oncology studies will go live in Sept. 13, 2021.


Currently, subject demographics are sent from Epic to PATS. Will this data now be sent to CTMS?

Yes. OnCore is set up to receive demographics information from Epic, provided that participants have a patient record in our Epic system.


Will I still submit documents to the Fred Hutch Clinical Research Support office (CRS)?

CRS will continue uploading documents into Clinical FYI for an interim period of time.

After all T1 study teams  are live in OnCore and stable (by Q1 of CY 2019), OnCore will replace Clinical FYI as the repository for current protocol documents. At that time study teams will need to upload current versions of documents into OnCore. Study Teams do NOT need to upload documents in OnCore upon go-live.


Will external performance sites have access to our CTMS for multi-site trials when we are the coordinating site?

We are assessing the appropriate workflow for this scenario and will have more information later in summer of 2018.


Will I now need to start reporting enrollment data for studies that I have not reported enrollment for in the past, such as chart reviews and specimen banking?

For chart reviews, reporting enrollment data is optional.

For specimen banking, enrollment data may be required if you are required to obtain an Epic Research Study Account number for the specimen collection.  If you are obtaining patient consent, you will need to enter enrollment information. In other cases it may be optional. Specific guidance on when enrollment data is required will be provided as part of CTMS training.


What type of studies are going to be in the CTMS? Will my minimal risk studies be in the CTMS? Will non-oncology human subjects research conducted at Fred Hutch be included in the CTMS?

For FH/UW Consortium and FH non-oncology, all human subjects research will be tracked in the CTMS, including minimal risk studies. The amount of information entered into the CTMS will vary depending on the type of study.


Will faculty be able to view all of our trials in the CTMS? Will they be able to view trials across other groups?

Yes, faculty and staff who require access to study information and documentation will have permission to view basic protocol information and to download study documents across groups.


New Study Intake, Activation, & Amendment Processes

Are there any changes to the required sRAMP submission documents?

No, there are no required document submission changes. We encourage staff to attach all relevant documents with their initial submission to prevent delays later in the process.


What is the replacement for sRAMP document management?

Working documents will be uploaded via the REDCap Intake Form. Any new or modified documents will be submitted via REDCap as well. The Amendment Decision Tree Survey will tell you where to do that. Final Billing Grid will be available on the OnCore Activation/OTA Task list in the PC Console > Status > Task Lists tab and in Clinical FYI.


What if the study was already entered into OnCore and submitted for SRC Review, but hasn’t been submitted to sRAMP before go-live on 6/1/2020?

If the study has not been submitted to sRAMP prior to go live on June 1st, the study team will need to submit a REDCap Study Intake Form. The RG number auto-generated by the REDCap form will be updated with the RG number already assigned in OnCore.


Where will the link to the REDCap Study Intake Form live? What are the log-in requirements?

The link will live on both the CRBB website and the OnCore Announcements landing page. There are no log-in requirements for the form itself.
For OnCore studies, the link to the amendment form will be stored in the PC Console > Documents/Info > FAQs tab of the OnCore protocol record.


Will the Clinical Trials Office (CTO) do a Human Subjects Division-level Informed Consent Form (ICF) review?

No, the CTO Informed Consent review only includes billing compliance level review, verifying alignment with billing grid and other documents, and Medicare Secondary Payer (MSP) language.