How do I use the OpenClinica EDC integration?

Enable OpenClinica EDC Lead Transfer Integration:

If you have contracted with OpenClinica EDC and Recruit and the integration has not been enabled, please reach out to your CSA for the next steps about enabling this integration. 

Transfer a single participant:

To transfer an individual participant, click the corresponding cell in the EDC PID column. A confirmation prompt will appear to transfer, and once confirmed, a message will indicate that the transfer has been initiated.

The participant's ID will subsequently populate the EDC PID column. Hover over this ID to view the transfer details.

Finally, log in to OpenClinica EDC and navigate to the Participant Matrix to confirm the presence of the newly transferred participant.

Bulk transfer multiple participants:

To initiate a bulk transfer for multiple participants, first select the checkboxes next to the desired participants in the table. Next, click the Bulk Edit button and choose the Transfer to EDC option. A confirmation prompt will appear to transfer, and once confirmed, a message will indicate that the transfer has been initiated.

The participant's ID will subsequently populate the EDC PID column. Hover over this ID to view the transfer details.

Finally, log in to OpenClinica EDC and navigate to the Participant Matrix to confirm the presence of the newly transferred participant.

Resync participant:

If a site user updates an answer on a screening form after the lead has been transferred to the EDC, the data can be resynchronized.

The EDC PID column will display a "Resync" status. Click the cell and confirm the transfer when prompted. The updates will be sent to the EDC, and the changes will be recorded in the EDC Audit Log.

EDC PID- Error:

If the status in the EDC PID column displays "Error" following an attempted transfer to the EDC, please contact support@buildclinical.com. The support team will assist with troubleshooting any failed connection issues during the transfer process.

EDC Lead Transfer Filters:

The Participant list can be filtered by EDC Lead Transfer Status to display the following categories:

• Successfully Transferred
• Not Transferred
• Needs Resync
• Errors

EDC Lead Transfer Overview:

To quickly see the counts of participants and their EDC Lead Transfer status, refer to the dashboard located above the Participant list.