Instructions for completing this form.
Thank you for choosing Parkland as a study performance site. The Performance Site Review (PSR) form is designed to provide study operational, fiscal and regulatory information to Parkland departments and leadership for approval. The Parkland Office of Research Administration (ORA) is committed to ensuring feasibility of your study and patient safety; therefore, to facilitate the timely approval of your study the following requirements are crucial.
Completion of this form in its entirety. Answer each question thoroughly. Provide as much detail as possible. Please be aware an incomplete form submission will result in delaying your study approval because the PSR form may be returned to you for further information. * must provide value
I understand and agree I disagree
* must provide value
* must provide value
IRB Approval Date
If this study is IRB approved, please enter the approval date.
Today M-D-Y
Velos Study Number* must provide value
Study Title* must provide value
Study Principal Investigator (PI):
First Name
Last Name
First Name* must provide value
Last Name* must provide value
Is there any reason for rapid study startup at Parkland?* must provide value
Yes
No
**NOTE** FOR RAPID START
____________________________________________________________
1. In order for the rapid start study review to begin the following documents must be completed:
~ IRB approval of protocol, inform consent, and HIPAA authorization
~ CTCA approved by PI or waiver
~ Performance Site Review Form completed
~ Fully translated Non-English informed consent
2. An additional fee will be assessed for all Rapid Start Study requests.
3. After submission of this Performance Review Form please contact the Clinical Research Services Director at
214-590-4204 to discuss specific information related to this request.
4. ORA leadership approval required for ALL Rapid Start Study requests.
____________________________________________________________
* must provide value
It is understood an additional fee will be assessed and that ORA leadership must approve all rapid start study requests.
1.1 Principal Investigator Contact Information
First Name: ______ Last Name: ______
Credentials:
Department:
Email:
Pager:
Phone number:
Mail Code:
* must provide value
2.1.1 * must provide value
Please select the principal investigator's provider credentials
* must provide value
MD DO PhD PharmD PA DNP CNP RN DDS Other
Other* must provide value
Phone Number* must provide value
2.1.4 * must provide value
Mail Code* must provide value
1.2 Primary Research Coordinator Contact Information
First Name:
Last Name:
Email:
Phone number:
Pager:
* must provide value
2.2.2 First Name* must provide value
* must provide value
2.2.3 Email* must provide value
2.2.4 Phone Number* must provide value
1.3 Is there a Regulatory Contact for this study?* must provide value
Yes
No
1.4 Regulatory Contact Information
First Name:
Last Name:
Email:
Phone:
* must provide value
Last Name* must provide value
* must provide value
* must provide value
1.5 Is there an Administrative Contact for this study?* must provide value
Yes
No
1.6 Administrative Contact Information
First Name:
Last Name:
Email:
Phone Number:
* must provide value
2.3.4 * must provide value
Please enter as first name and last name.
2.3.4 Email* must provide value
2.3.5 Phone
1.7 Is there a Financial Contact for this study?* must provide value
Yes
No
1.8 Financial Contact Information
First Name:
Last Name:
Email:
Phone:
First Name* must provide value
Last Name* must provide value
Email* must provide value
Phone* must provide value
2.1 Is this a data/ medical record review study only?
DATA ONLY : Study requires data extraction from Parkland electronic medical record or a Parkland-based registry/database. No patient recruitment, no procedures and no other Parkland resources, such as Pathology, Radiology, IT, etc., required.
Examples Include: Retrospective/Prospective chart review study; Data collection from Trauma Registry, etc.
* must provide value
Yes
No
2.2 By selecting this study as DATA ONLY, you are confirming the following Parkland ancillary services are not required or other activities will not take place.
2.2.a
2.2.b
2.2.c
2.2.d
2.2.e
2.2.f
2.2.g
2.2.h
2.2.j
An additional service has been selected above and will be required for this study. Therefore, this study is not considered "Data Only" at Parkland. Please select "Data Only" as "no" and then the "Resources" study activity as "yes".
2.3 RECRUITMENT : Parkland patients, Parkland staff, residents or fellows working at Parkland will be recruited for study participation.Recruitment means the process of identifying and selecting potential research candidates and presenting information about the study. This does NOT include the consenting process. Please select "no" if this is a chart review/data only study and no human interaction will take place.
* must provide value
Yes
No
2.4 RESEARCH CONSENT : The research consent process will take place at Parkland.
Informed consent is a person's voluntary agreement, based upon adequate knowledge and understanding of relevant information, to participate in Research or to undergo a diagnostic therapeutic or preventive procedure. * must provide value
Yes
No
2.5 RESEARCH-RELATED PROCEDURES : Procedure(s) will take place in a Parkland space.
Research-related procedures include any protocol directed activities regardless of the funding source. Also includes HUDs and/or emergency use of unapproved device, biologic or drug. * must provide value
Yes
No
2.6 RESOURCES : Study requires use of Parkland resources or services.
* must provide value
Yes
No
Please select all services that may be used at Parkland for this study.
Parkland space to consent or conduct any study activity (surveys, focus groups, interviews, etc.)
Pathology/Laboratory services
Radiology services
Cardiology services (EKG, etc.)
IT services
IDS Pharmacy services
2.7 SURVEY : Study consists of survey(s) and/ or questionnaire(s) to collect data and/ or participant feedback.
* must provide value
Yes
No
2.8 FOCUS GROUPS : Method allows participants to interact and influence each other during the discussion and consideration of ideas and perspectives.* must provide value
Yes
No
3.1 Approximately how many subjects from Parkland will be included (screened/recruited/studied)?* must provide value
4.1 Please select all methods of recruitment for this study. In-person
Mail/ Telephone
Email
4.2 Please read and acknowledge the acceptable in-person recruitment method at Parkland provided below. For more information, please see attached policy. Once patients are identified, the researcher(s) should contact the patient’s care provider or another member of the clinical care team to tell them about the study. The care provider or member of the clinical care team, in turn, can mention the study to the patient or Legally Authorized Representative (LAR). If the patient or LAR agrees, the member of the clinical care team can pass on the patient information to the researcher(s). The researcher(s) can then contact the patient or LAR to discuss the study. Researchers cannot contact patients or LARs directly without going through the patient’s clinical care team first and the patient or LAR approving the contact.
Although UTSW allows the "cold calling" method, this is not an acceptable recruitment method at Parkland.
4.3 Please read and acknowledge the acceptable recruitment method via mail or telephone at Parkland provided below. For more information, please see attached policy.
If potential subjects are not currently under the care of the study PI or Co-I(s), in order to recruit Parkland patients via telephone/mail for this study, a research invitation/recruitment letter will be required to be sent to the potential subject prior to any telephone contact made. The letter should include the Parkland logo and will need to be signed by the Parkland medical director of the clinic potential participants will be recruited from, if the medical director agrees. The PI's signature must also be contained in the letter. Potential subjects should have the ability to opt-out or opt-in prior to a telephone call from the study team. Therefore, please be sure to include an appropriate phrase stating this within letter. There should be contact information, including a phone number, of the study team provided in the letter and on the information sheet. A maximum of three phone call attempts across two weeks can be made to contact the potential subject after the invitation letter has been sent.
Although UTSW allows the "cold calling" method, this is not an acceptable recruitment method at Parkland.
For email recruitment , an email template and information sheet must be available for potential participants.
Study team members may not directly email PHHS employees or colleagues for study recruitment. Please ensure that the protocol and Form C have an adequate email recruitment plan for Parkland.
* must provide value
I have read and understand the appropriate in-person recruitment method and acknowledge that the study team will follow this method to recruit potential subjects at Parkland.
* must provide value
I have read and understand the appropriate mail, telephone and email recruitment method and acknowledge that the study team will follow this method to recruit potential subjects at Parkland.
4.4 Does this study have IRB approved recruitment materials (fliers, ads, etc.)?* must provide value
Yes
No
Recruitment Materials/Fliers : If you are planning to use a flyer, recruitment letter, and/or poster to recruit Parkland patients then the following must be followed in accordance with Parkland ORA policies:
Recruitment material must be on PHHS approved template with Parkland logo. Recruitment materials must have IRB approval. Recruitment materials must obtain the applicable PHHS clinical manager's approval prior to using it for recruitment of Parkland patients.
4.5 Please confirm that Parkland is named, and various required consent language is included in appropriate areas of the consent form in order to recruit Parkland patients. Please see the informed consent required language document attached below.
PHHS is named in the header on the first page of the form. Injury clause language included. PHHS or Parkland research office named in PHI section. Parkland named in the voluntary participation section. Injury clause included.* must provide value
Yes No
PHHS or Parkland research office named in PHI Section.* must provide value
Yes No
Parkland named in the voluntary participation section.* must provide value
Yes No
Please note that if any of the above required language is not included in the consent form, a modification to inlcude the language in the consent form will be required.
4.6 Does this study plan to enroll non-English speaking participants?
* must provide value
Yes
No
4.7 Please specify who will be providing interpretation/ translation of consent and study activities to potential participants. * must provide value
4.8 Has the consent form or information sheet been fully-translated?
* must provide value
Yes
No
Please note that a fully translated Spanish consent form or information sheet must be available and approved by the IRB before Parkland ORA will provide study site approval. If this study includes participant forms and/or surveys, these documents will also require translation to Spanish.
If you are needing assistance, UTSW IRB has a vendor that you can contact to complete this process. Please submit a mod in eIRB when translation is complete and send me an e-mail when the mod has been submitted A Professional Medical Interpreter (Language Assistants/Patient Interpretation Representatives) qualified in the subjects’ language and English must be provided by the study team to facilitate informed consent and other study activities. Unless, a member of the study team is Spanish speaking and will be able to provide interpretation. If this is the case, certification will be required. All Language Video Interpreter Network (ALVIN) - 214-590-5846 or 2-5846 if calling internal at PHHS. Information on requesting translation services from UTSW HRPPO.
Form Z - Translation Request document. Must be submitted to the UTSW HRPPO. Please see above document.
5.1 Please list ALL Parkland patient care areas/clinics where study activities will take place.* must provide value
Hospital Inpatient Locations
Outpatient Specialty Clinics
Emergency Services
Community Oriented Primary Care (COPC)
Youth & Family Center
Women and Infants Specialty Health (WISH) Clinic
Jail Health
5.2 Will study intervention/ management occur in a different location other than recruitment and/ or consent location(s)? If so, please explain. * must provide value
5.3 Inpatient Research Locations
Please specify ALL Parkland Inpatient locations where study activities will take place: Please specify the inpatient unit floors where study activities will take place:
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).
Inpatient Locations* must provide value
Medicine
Surgery
PM&R (Inpatient Unit, GYM)
Behavioral Health (Psych)
Please select all surgery locations.
* must provide value
Pre-Op
Operating room
Post-surgical care (PACU)
Please specify all inpatient unit floors where study activities will take place.* must provide value
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).* must provide value
Recruitment
Screening
Consenting
Enrollment
Sample Collection
Lab Draws
Study Treatment
Survey
Focus Group
Interviews
Other
If 'Other' activities, please explain.* must provide value
5.4 Emergency Services Research Locations
Please specify all Parkland Emergency Services areas where study activities will take place.
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).
Please specify all Parkland Emergency Services areas where study activities will take place.* must provide value
Emergency Department
Psych ED
Jail ED
Trauma
WISH ED
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).
* must provide value
Recruitment
Screening
Consenting
Enrollment
Sample Collection
Lab Draws
Study Treatment
Survey
Focus Group
Interviews
Other
If Other, please explain.
5.5 Jail Health Research Location
Specify name(s) of Jail Health Center(s) involved:
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).
Specify name of Jail Health Center(s) involved.* must provide value
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).
* must provide value
Recruitment
Screening
Consenting
Enrollment
Sample Collection
Lab Draws
Study Treatment
Survey
Focus Group
Interviews
Other
If Other, please explain.
5.6 Outpatient Specialty Clinic Research Locations
Please select ALL Parkland hospital specialty clinics involved.
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).
Please select ALL Parkland hospital specialty clinics involved. * must provide value
Allergy
Ambulatory Surgery Center (ASC)
Apheresis
Asthma
Audiology
Behavioral Health (Psych)
Burn
Cardiology (Non-Invasive-EKG, Echo, Stress ICD, Pacemaker)
Center of Geriatric Care and Healthy Aging
Chest/Sarcoidosis
Chronic Kidney Disease
Comprehensive Breast Center
Congestive Heart Failure
Dermatology (Burn, Tumor, Phototherapy)
Diabetes
Dysplasia
Ear, Nose and Throat
Endocrine
Foot Wound
Gastroenterology
GI and Liver Disease
GYN Oncology
HIV - Amelia Court
Hypertension
Infusion Therapy (Oncology, GYN/ONC)
Lipid
Mineral Metabolism
Neurology
Oncology
Ophthalmology
Oral Maxillofacial Surgery
Orthopedic
Outpatient EEG/Sleep Lab
Palliative Care
Perinatal Services
PM&R
Renal Access
Renal Transplant
Rheumatology
Sarcoidosis
Smoking Cessation
Surgical Specialty
Urology
Other
Specify Surgical Specialty location involved.
Specify all Oncology Clinics involved.
If Other, please explain.
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).* must provide value
Recruitment
Screening
Consenting
Enrollment
Sample Collection
Lab Draws
Study Treatment
Survey
Focus Group
Interviews
Other
If Other, please explain.
5.7 COPC Research Locations
Select COPC population Involved.
Please select ALL Parkland COPCs involved.
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).
Select COPC population involved. * must provide value
Adult
Geriatric
Pediatric
Women
Other
If Other, please explain.
Please select ALL Parkland COPCs involved.* must provide value
Acute Response Clinic
Bluitt-Flowers
deHaro-Saldivar
E. Carlyle Smith, Jr. (Grand Prairie)
Employee Physician Office
Family Medicine
Garland
Geriatrics Center & Senior Services
Hatcher Station
Irving
Oak West
Southeast Dallas
Vickery
Other
If Other, please explain.
Please specify Acute Response Clinic location. Bachman
Elmbrook
Garland
Southeast Dallas
Wynnewood
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).* must provide value
Recruitment
Screening
Consenting
Enrollment
Sample Collection
Lab Draws
Study Treatment
Survey
Focus Group
Other
If Other, please explain.
5.8 Youth and Family Center Research Locations
Please select ALL Youth and Family Centers involved.
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).
Please select ALL Youth and Family Centers involved.* must provide value
Adamson
Amelia Flores
Balch Springs
Eddie Bernice Johnson
Fair Oaks
Kiosco
Redbird Youth
Seagoville
Vivian Field
West Dallas
Wilmer-Hutchins
Woodrow
Other
If Other, please explain.
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).* must provide value
Recruitment
Screening
Consenting
Enrollment
Sample Collection
Lab Draws
Study Treatment
Survey
Focus Group
Interviews
Other
If Other, please explain.
5.9 WISH Research Locations
Please select ALL WISH Specialty Clinics and Women and Infant Services involved.
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).
Please select ALL WISH Specialty Clinics and Women and Infant Services involved.* must provide value
GYN Clinic
Maternal Fetal Medicine (MFM)
OB/ Sono/ Ultrasound
OB Genetics
OB/ GYN Infusion
Lactation Clinic
Newborn Follow-up
OB Comp Clinic
WISH Inpatient
Other
Specify WISH Inpatient areas.
* must provide value
Antepartum
Labor & Delivery - Delivery
Labor & Delivery - Surgery
Labor & Delivery - Triage
Neonatal Intensive Care (NICU)
Newborn Nursery
Post-Partum
If Other, please explain.
Briefly explain what study activities will take place in the above selected Parkland patient care area(s).* must provide value
Recruitment
Screening
Consenting
Enrollment
Sample Collection
Lab Draws
Study Treatment
Survey
Focus Group
Interviews
Other
If Other, please explain.
6.1 Will you be bringing supplies, equipment or devices to Parkland (provided by the sponsor or your department)?
* must provide value
Yes
No
* must provide value
Supplies
Equipment
Devices
Other
Please explain.
SUPPLIES 6.2 If you are bringing supplies into Parkland, will they be provided by the sponsor or your department?
* must provide value
Yes
No
Not Applicable (N/A)
6.3 List supplies being brought into Parkland.* must provide value
6.4 Where will the supplies be stored and for how long?* must provide value
6.6 Will Parkland need to provide any supplies that are not being provided for the study?* must provide value
Yes
No
6.7 List supplies that Parkland will need to provide. * must provide value
6.8 How will the supplies be paid for?* must provide value
6.9 Where will the supplies be stored and for how long?* must provide value
EQUIPMENT 6.11 Will you be bringing equipment provided by the sponsor or your department to Parkland other than EKG equipment?
Equipment can be medical devices requiring calibration, maintenance, repair, user training and decommissioning - activities usually managed by clinical engineers. Medical equipment is used for the specific purposes of diagnosis and treatment of disease or rehabilitation following disease or injury; it can be used either alone or in combination with any accessory, consumable or other piece of medical equipment.
Medical equipment excludes implantable, disposable or single-use medical devices (supplies).
Examples of some items considered equipment: computer/laptop, iPads, electronic notebooks, software/program for a device, cameras, audio recorder, projector, mobile devices, ultrasound, blood pressure monitor, ventilator, mattress, etc. * must provide value
Yes
No
6.12 List equipment being brought into Parkland.
* must provide value
6.13 Where will it be stored and for how long?* must provide value
Note: Biomedical equipment used at Parkland MUST be approved by Parkland Clinical Engineering and the Biomedical Services Department. An equipment checkoff form MUST be completed and submitted to this department for approval PRIOR to receiving Parkland approval of the study.
6.14 Please upload completed Research Equipment Check-off form here if all information is available currently to complete the form and submit to Parkland ORA.
6.15 Will the study equipment require a connection to any Parkland system?
You will need to connect to a Parkland information system, communications system, or computer system - including hardware, software, and/or peripheral equipment. This also includes connecting to any Parkland electrical outlet for equipment charging. * must provide value
Yes
No
6.16 Please select Parkland system that equipment will require connection to. * must provide value
Parkland Information System (EPIC, etc.)
Communication system (VPN, Wi-Fi, PHHS intranet, etc.)
Computer system (software, hardware, etc.)
Peripheral equipment (connection to existing PHHS medical equipment for data, etc.)
Parkland electrical outlet (charging purposes)
DEVICE 6.18 Will the study evaluate a device?
The Food and Drug Administration (FDA) defines a medical Device as: An instrument, apparatus, implement, machine, contrivance, implant, in vitro reagent, or other similar or related article, including a component part, or accessory which is
Recognized in the official National Formulary, or the United States Pharmacopoeia, or any
supplement to them
Intended for use in the diagnosis of disease or other conditions, or in the cure, mitigation,
treatment, or prevention of disease, in man or other animals.
Intended to affect the structure or any function of the body of man or other animals, and which does not achieve any of its primary intended purposes through chemical action within or on the body of man or other animals and which is not dependent upon being metabolized for the achievement of any of its primary intended purposes.
* must provide value
Yes
No
6.19 Please list the device(s) being studied, the device type and device identification number. Information for at least one device must be completed below in order to submit this form.
1. Device:
Device Type:
Device ID#:
2. Device:
Device Type:
Device ID#:
3. Device:
Device Type:
Device ID#:
Device 1* must provide value
Device 2
Device 3
Device Type* must provide value
Device Type
Device Type
* must provide value
6.20 Is this an Implantable device?* must provide value
Yes
No
Will it be provided by and paid for by the sponsor?* must provide value
Yes
No
If yes to Implantable device, this requires a No Charge PO. 6.21 Is the device a Humanitarian Use Device (HUD)?* must provide value
Yes
No
6.22 Will the device(s) be brought into Parkland? * must provide value
Yes
No
6.23 Is the device currently being used at Parkland?* must provide value
Yes
No
Unknown
6.24 Will the device be provided by and paid for by the sponsor? * must provide value
Yes
No
6.25 Where will it be stored and for how long?* must provide value
6.26 Will the device require connection to any Parkland system?
You will need to connect to a Parkland information system, communications system, or computer system - including hardware, software, and/or peripheral equipment. This also includes connecting to any Parkland electrical outlet for device charging. * must provide value
Yes
No
6.27 Please select the Parkland system that the device will require connection to. * must provide value
Parkland Information System (EPIC, etc.)
Communication system (VPN, Wi-Fi, PHHS intranet, etc.)
Computer system (software, hardware, etc.)
Peripheral equipment (connection to existing PHHS medical equipment for data, etc.)
Parkland electrical outlet (charging purposes)
Note: Biomedical equipment used at Parkland MUST be approved by Parkland Clinical Engineering and the Biomedical Services Department. An equipment checkoff form MUST be completed and submitted to this department for approval PRIOR to receiving Parkland approval of the study.
6.28 Please upload completed Research Equipment Check-off Form here if all information is available currently to complete the form and submit to Parkland ORA.
6.29 Will any Parkland staff be trained in operating the device or be required to operate the research device at any time?* must provide value
Yes
No
6.30 Please provide additional details.* must provide value
7.1 Will the study require EKGs at Parkland?* must provide value
Yes
No
7.4 Please upload completed Research Equipment Check-off form here if all information is available currently to complete the form and submit to Parkland ORA.
7.5 Will you use an EKG machine provided by Parkland? Yes
No
7.6 Who will perform the EKG? Parkland Staff
Research Staff
7.7 If EKG will be performed by study staff, please submit EKG training certification to ORA by uploading the appropriate documents here .* must provide value
7.8 Who will read and interpret the EKG?* must provide value
7.9 Does the study require an echocardiogram "echo"?* must provide value
Yes
No
7.10 Who will interpret the echocardiogram result?
NOTE: Parkland does not provide interpretation for research echo - any interpretation need MUST be handled by the study team directly with a UTSW/other Cardiologist.
* must provide value
7.11 Please upload available Echo manual.
8.1 Study Investigator Privileges/ Credentials Please indicate how many study/ IRB approved co-investigators will see patients at Parkland (i.e. writing orders, evaluating research interventions, etc.). Please provide additional information in the following sections.
* must provide value
Numbers only.
8.2 Co-Investigator 1
First Name:
Last Name:
Please select current credentials: Does this individual have medical privileged at Parkland to conduct research interventions as indicated in the IRB approved protocol? *Please note that Parkland ORA will be verifying medical privileges.
First Name* must provide value
Last Name
Please select current credentials.* must provide value
MD/ DO
PharmD
PhD
APRN
PA
DDS
Other
Other
Current license.* must provide value
Licensed
Non-licensed
Does this individual have medical privileges at Parkland to conduct research interventions as indicated in the IRB approved protocol? *Please note that Parkland ORA staff will verify medical privileges.* must provide value
Yes*
No
Please contact the Parkland Medical Staff Office for assistance and credentialing provider information.
PHHS MEDICAL AFFAIRS < MEDICAL.AFFAIRS@phhs.org >
8.3 Co-Investigator 2
First Name:
Last Name: Please select current credentials: Does this individual have medical privileged at Parkland to conduct research interventions as indicated in the IRB approved protocol? *Please note that Parkland ORA will be verifying medical privileges.
First Name* must provide value
Last Name* must provide value
Please select current credentials.* must provide value
MD/ DO
PharmD
PhD
APRN
PA
DDS
Other
Other
Current license.* must provide value
Licensed
Non-licensed
Does this individual have medical privileges at Parkland to conduct research interventions as indicated in the IRB approved protocol? *Please note that Parkland ORA staff will verify medical privileges.* must provide value
Yes*
No
Please contact the Parkland Medical Staff Office for assistance and credentialing provider information.
PHHS MEDICAL AFFAIRS < MEDICAL.AFFAIRS@phhs.org >
8.4 Co-Investigator 3
First Name:
Last Name: Please select current credentials: Does this individual have medical privileged at Parkland to conduct research interventions as indicated in the IRB approved protocol? *Please note that Parkland ORA will be verifying medical privileges.
First Name* must provide value
Last Name* must provide value
Please select current credentials.* must provide value
MD/ DO
PharmD
PhD
APRN
PA
DDS
Other
Other
Current license.* must provide value
Licensed
Non-licensed
Does this individual have medical privileges at Parkland to conduct research interventions as indicated in the IRB approved protocol? *Please note that Parkland ORA staff will verify medical privileges.* must provide value
Yes*
No
Please contact the Parkland Medical Staff Office for assistance and credentialing provider information.
PHHS MEDICAL AFFAIRS < MEDICAL.AFFAIRS@phhs.org >
8.5 Co-Investigator 4
First Name:
Last Name: Please select current credentials: Does this individual have medical privileged at Parkland to conduct research interventions as indicated in the IRB approved protocol? *Please note that Parkland ORA staff will be verifying medical privileges.
First Name* must provide value
Last Name* must provide value
Please select current credentials.* must provide value
MD/ DO
PharmD
PhD
APRN
PA
DDS
Other
Other
Current license.* must provide value
Licensed
Non-licensed
Does this individual have medical privileges at Parkland to conduct research interventions as indicated in the IRB approved protocol? *Please note that Parkland ORA staff will verify medical privileges.* must provide value
Yes*
No
Please contact the Parkland Medical Staff Office for assistance and credentialing provider information.
PHHS MEDICAL AFFAIRS < MEDICAL.AFFAIRS@phhs.org >
8.6 Co-Investigator 5
First Name:
Last Name: Please select current credentials: Does this individual have medical privileged at Parkland to conduct research interventions as indicated in the IRB approved protocol? *Please note that Parkland ORA will be verifying medical privileges.
First Name* must provide value
Last Name* must provide value
Please select current credentials.* must provide value
MD/ DO
PharmD
PhD
APRN
PA
DDS
Other
Other
Current license.* must provide value
Licensed
Non-licensed
Does this individual have medical privileges at Parkland to conduct research interventions as indicated in the IRB approved protocol? *Please note that Parkland ORA staff will verify medical privileges.* must provide value
Yes*
No
Please contact the Parkland Medical Staff Office for assistance and credentialing provider information.
PHHS MEDICAL AFFAIRS < MEDICAL.AFFAIRS@phhs.org >
8.7 Non-Physician Study Team Credentials Please indicate how many non-physician study team members will be working with Parkland patients, Parkland staff or residents, or accessing any Parkland patient information. Please include all individuals conducting any research at Parkland for this study.
* must provide value
Numbers only.
Please note that Parkland ORA will verify with current credentialing records if all the individual listed in this section are currently credentialed for research at Parkland.
If credentialing is required for any individual that is a UTSW or Children's Medical Center (CMC) employee, please contact UTSWResearchCredentialing@UTSouthwestern.edu to begin the process for credentialing at Parkland.
If any individual listed in this section is not a UTSW or CMC employee, please contact Research.Credentialing@phhs.org for further instructions. Please note that medical students are not automatically credentialed for research at Parkland and will still need to complete the credentialing process.
8.8 Study Personnel 1
First Name:
Last Name: Home Affiliated Institution: Is this individual a licensed professional? Check ALL research activities that will be performed at Parkland by this individual for this research study specifically.
* must provide value
* must provide value
8.2.2 Home Affiliated Institution
* must provide value
Parkland
UT Southwestern
Children's Medical Center
Texas Health Resources
Other
8.2.5 Please specify Other.
8.2.3 Is this individual a licensed professional?
* must provide value
Yes
No
8.2.4 Check ALL research activities that will be performed at Parkland by this individual for this study specifically.
* must provide value
Data Abstraction/ Medical Record Review
Consenting
Interview/ Questionnaires
Sample Collection
Procedures
Lab Draws
Study Medication Dispensing
Medication Administration
NOTE: If performing any task at Parkland such as phlebotomy, EKG, or medication administration (RN only), the employee MUST provide the ORA with training documentation for these tasks PRIOR to performing the task at Parkland (see the Parkland Credentialing Instructions for more details .
8.9 Study Personnel 2
First Name:
Last Name: Home Affiliated Institution: Is this individual a licensed professional? Check ALL research activities that will be performed at Parkland by this individual for this research study specifically.
* must provide value
* must provide value
8.3.2 Home Affiliated Institution
* must provide value
Parkland
UT Southwestern
Children's Medical Center
Texas Health Resources
Other
8.3.5 Please specify Other.
8.3.3 Is this individual a licensed professional?
* must provide value
Yes
No
8.3.4 Check ALL research activities that will be performed at Parkland by this individual for this study specifically.
* must provide value
Data Abstraction/ Medical Record Review
Consenting
Interview/ Questionnaires
Sample Collection
Procedures
Lab Draws
Study Medication Dispensing
Medication Administration
NOTE: If performing any task at Parkland such as phlebotomy, EKG, or medication administration (RN only), the employee MUST provide the ORA with training documentation for these tasks PRIOR to performing the task at Parkland (see the Parkland Credentialing Instructions for more details .
8.10 Study Personnel 3
First Name:
Last Name: Home Affiliated Institution: Is this individual a licensed professional? Check ALL research activities that will be performed at Parkland by this individual for this research study specifically.
8.4 First Name* must provide value
Last Name* must provide value
8.4.2 Home Affiliated Institution
* must provide value
Parkland
UT Southwestern
Children's Medical Center
Texas Health Resources
Other
8.4.5 Please specify Other.
8.4.3 Is this individual a licensed professional?
* must provide value
Yes
No
8.4.4 Check ALL research activities that will be performed at Parkland by this individual for this study specifically.
* must provide value
Data Abstraction/ Medical Record Review
Consenting
Interview/ Questionnaires
Sample Collection
Procedures
Lab Draws
Study Medication Dispensing
Medication Administration
NOTE: If performing any task at Parkland such as phlebotomy, EKG, or medication administration (RN only), the employee MUST provide the ORA with training documentation for these tasks PRIOR to performing the task at Parkland (see the Parkland Credentialing Instructions for more details .
8.11 Study Personnel 4
First Name:
Last Name: Home Affiliated Institution: Is this individual a licensed professional? Check ALL research activities that will be performed at Parkland by this individual for this research study specifically.
8.5 * must provide value
Last Name* must provide value
8.5.2 Home Affiliated Institution
* must provide value
Parkland
UT Southwestern
Children's Medical Center
Texas Health Resources
Other
8.5.5 Please specify Other.
8.5.3 Is this individual a licensed professional?
* must provide value
Yes
No
8.5.4 Check ALL research activities that will be performed at Parkland by this individual for this study specifically.
* must provide value
Data Abstraction/ Medical Record Review
Consenting
Interview/ Questionnaires
Sample Collection
Procedures
Lab Draws
Study Medication Dispensing
Medication Administration
NOTE: If performing any task at Parkland such as phlebotomy, EKG, or medication administration (RN only), the employee MUST provide the ORA with training documentation for these tasks PRIOR to performing the task at Parkland (see the Parkland Credentialing Instructions for more details .
8.12 Study Personnel 5
First Name:
Last Name: Home Affiliated Institution: Is this individual a licensed professional? Check ALL research activities that will be performed at Parkland by this individual for this research study specifically.
8.6 First Name* must provide value
Last Name* must provide value
8.6.2 Home Affiliated Institution
* must provide value
Parkland
UT Southwestern
Children's Medical Center
Texas Health Resources
Other
8.6.5 Please specify Other.
8.6.3 Is this individual a licensed professional?
* must provide value
Yes
No
8.6.4 Check ALL research activities that will be performed at Parkland by this individual for this study specifically.
* must provide value
Data Abstraction/ Medical Record Review
Consenting
Interview/ Questionnaires
Sample Collection
Procedures
Lab Draws
Study Medication Dispensing
Medication Administration
NOTE: If performing any task at Parkland such as phlebotomy, EKG, or medication administration (RN only), the employee MUST provide the ORA with training documentation for these tasks PRIOR to performing the task at Parkland (see the Parkland Credentialing Instructions for more details .
8.13 Study Personnel 6
First Name:
Last Name: Home Affiliated Institution: Is this individual a licensed professional? Check ALL research activities that will be performed at Parkland by this individual for this research study specifically.
8.7 Last Name* must provide value
8.7.1 First Name* must provide value
8.7.2 Home Affiliated Institution
* must provide value
Parkland
UT Southwestern
Children's Medical Center
Texas Health Resources
Other
8.7.5 Please specify Other.
8.7.3 Is this individual a licensed professional?
* must provide value
Yes
No
8.7.4 Check ALL research activities that will be performed at Parkland by this individual for this study specifically.
* must provide value
Data Abstraction/ Medical Record Review
Consenting
Interview/ Questionnaires
Sample Collection
Procedures
Lab Draws
Study Medication Dispensing
Medication Administration
NOTE: If performing any task at Parkland such as phlebotomy, EKG, or medication administration (RN only), the employee MUST provide the ORA with training documentation for these tasks PRIOR to performing the task at Parkland (see the Parkland Credentialing Instructions for more details .
8.14 Study Personnel 7
First Name:
Last Name: Home Affiliated Institution: Is this individual a licensed professional? Check ALL research activities that will be performed at Parkland by this individual for this research study specifically.
8.8 Last Name* must provide value
8.8.1 First Name* must provide value
8.8.2 Home Affiliated Institution
* must provide value
Parkland
UT Southwestern
Children's Medical Center
Texas Health Resources
Other
8.8.5 Please specify Other.
8.8.3 Is this individual a licensed professional?
* must provide value
Yes
No
8.8.4 Check ALL research activities that will be performed at Parkland by this individual for this study specifically.
* must provide value
Data Abstraction/ Medical Record Review
Consenting
Interview/ Questionnaires
Sample Collection
Procedures
Lab Draws
Study Medication Dispensing
Medication Administration
NOTE: If performing any task at Parkland such as phlebotomy, EKG, or medication administration (RN only), the employee MUST provide the ORA with training documentation for these tasks PRIOR to performing the task at Parkland (see the Parkland Credentialing Instructions for more details .
8.15 Study Personnel 8
First Name:
Last Name: Home Affiliated Institution: Is this individual a licensed professional? Check ALL research activities that will be performed at Parkland by this individual for this research study specifically.
8.9 Last Name* must provide value
8.9.1 First Name* must provide value
8.9.2 Home Affiliated Institution
* must provide value
Parkland
UT Southwestern
Children's Medical Center
Texas Health Resources
Other
8.9.5 Please specify Other.
8.9.3 Is this individual a licensed professional?
* must provide value
Yes
No
8.9.4 Check ALL research activities that will be performed at Parkland by this individual for this study specifically.
* must provide value
Data Abstraction/ Medical Record Review
Consenting
Interview/ Questionnaires
Sample Collection
Procedures
Lab Draws
Study Medication Dispensing
Medication Administration
NOTE: If performing any task at Parkland such as phlebotomy, EKG, or medication administration (RN only), the employee MUST provide the ORA with training documentation for these tasks PRIOR to performing the task at Parkland (see the Parkland Credentialing Instructions for more details .
9.1 Does the study involve the use of medications?* must provide value
Yes
No
9.2 * must provide value
Standard of care medications ONLY.
Investigational "study" medications ONLY.
Both standard of care and investigational medication.
9.3 Please list any medications that are provided by the study.* must provide value
9.4 Please list any medications that are being reimbursed by the study.* must provide value
9.5 Does the study require the use of Parkland IDS?* must provide value
Yes
No
9.6 If YES, please provide the Parkland IDS with the following documents: 9.7 Investigator Brochure (IB)* must provide value
9.8 Pharmacy Manual from sponsor.* must provide value
9.9 Manual of Operations (MOP).* must provide value
9.10 Pharmacy Binder.* must provide value
Please Complete the Necessary Information below of Appropriate Contacts Requested by IDS. 9.11 Study Monitor Contact Information
Company Name:
First Name:
Last Name:
Email:
Phone:
9.3.1 Study Monitor Company Name
* must provide value
9.3.2 Study Monitor Contact Last Name
* must provide value
9.3.4 Study Monitor Contact First Name
* must provide value
9.3.5 Study Monitor Contact Email
* must provide value
9.3.6 Study Monitor Contact Phone
* must provide value
9.12 Back-Up Coordinator Contact Information
First Name:
Last Name:
Email:
9.4.1 Back-Up Coordinator Last Name
* must provide value
9.4.2 Back-Up Coordinator First Name
* must provide value
9.4.3 Back-Up Coordinator Email
* must provide value
9.13 Who will administer study medications?* must provide value
Licensed research study team member credentialed at Parkland
Hospital/ Clinic Staff
N/A
9.14 You have selected hospital and/or clinic staff will administer study medications. Please provide details.* must provide value
Study Team Member includes:* must provide value
MD
RN
NP
Other
Specify Other.
9.15 Specify employee name(s) for chosen Study Team Member(s) above that will administer study medications. * must provide value
9.16 Please indicate who will be responsible for dispensing the study medication(s) to the patient.* must provide value
Parkland IDS Pharmacy
Clinic (specify below )
Other (specify below )
9.17 Please specify for above chosen response of "Clinic" or "Other". * must provide value
9.18 Will any dispensation of study medications occur after 5 PM?* must provide value
Yes
No
9.19 If YES, please provide details on how this will be operationalized and include all relevant Parkland areas (e.g. services, units, etc.).* must provide value
9.20 Will any dispensation of study medications occur on weekends? * must provide value
Yes
No
9.21 If YES, please provide details on how this will be operationalized and include all relevant Parkland areas (e.g. services, units, etc.).* must provide value
9.22 FOR NON-ONCOLOGY TRIALS ONLY.
Where will the study medication be shipped?
* must provide value
Please enter "N/A" within the text box above for oncology trials.
9.23 If shipped to Parkland IDS Pharmacy, please confirm if Parkland will be one of the following:* must provide value
Primary Site
Secondary Site (drug transfer from UTSW IDS to Parkland IDS)
Separate Site
Not Applicable (N/A)
9.24 FOR ONCOLOGY TRIALS ONLY.
Which IDS Pharmacy will be responsible for receiving study drug(s) based on the contract with the study sponsor?* must provide value
Parkland IDS Simmons IDS Not Applicable (N/A)
9.25 Does the protocol require pharmacokinetic (pk) blood samples?* must provide value
Yes
No
9.26 If yes, how many blood draws and what is the time frame?
Number of pk blood draws:
Time frame for pk draws:
Number of pk blood draws required.* must provide value
Time frame for pk draws.* must provide value
10.1 Does the study involve imaging services at Parkland?* must provide value
Yes
No
10.2 If YES, check all services being requested for the study (include standard of care and research services).* must provide value
X-Ray
CT
PET/CT
MRI
Nuclear Medicine (ex: MUGA)
Ultrasound
Interventional Radiology
Radiographic image copies
Other
10.2.1 Specify Other.
10.3 How will the images be read?* must provide value
Locally by Parkland
Other
10.3.1 Specify Other.
10.4 Are there any special instructions for imaging required by the protocol? * must provide value
Yes
No
10.5 If YES, please explain.* must provide value
10.6 Does the study have, or will have, an Imaging Manual?* must provide value
Yes
No
10.7 If YES, is the manual posted and available in Velos?* must provide value
Yes
No
10.8 If NO, please provide the Manual to the ORA.
10.9 Manual delayed. Please explain.
10.10 Does the study require Parkland to provide imaging data transfer (such as media CDs, electronically, etc.)? * must provide value
Yes
No
Requesting CD.
Study team will provide encrypted USB to PHHS Radiology for image download.
10.11 Will any imaging be required after 5 PM or on weekends?* must provide value
Yes
No
10.12 If YES, please explain in detail.* must provide value
11.1 Will any laboratory or pathology services be needed at Parkland?* must provide value
Yes
No
11.1.1 If YES, please check all services that will be required.* must provide value
Phlebotomy (blood collection)
H&E Stain (hematoxylin & eosin stain)
Case/ archived blocks/ slides
Unstained slides
Fresh tissue retrieval
Special stains
IHC stains (Immunohistochemistry)
Specimen Retrieval
Curls
Other
11.1.2 Specify Other.
11.2 Does the study have, or will have, a Lab Manual?* must provide value
Yes
No
11.3 If YES, is the manual posted and available in Velos?* must provide value
Yes
No
11.4 If NO, please provide the manual to the ORA. You may upload it here.
11.5 Manual delayed. Please explain.
11.6 If labs are drawn for the study, who will be collecting the lab specimens at Parkland?* must provide value
Research team member *
Parkland Site Nurse
Parkland Phlebotomy Services
Other
11.7 *Research team member MUST be credentialed at Parkland and provide phlebotomy certification to ORA. Please upload certification here.* must provide value
11.3.1 Specify Other.
11.8 Will the lab results need to be provided by Parkland?* must provide value
Yes
No
11.9 Do the results need to be viewed in Parkland Epic?* must provide value
Yes
No
11.10 Please select the performing site for research only labs. * must provide value
Parkland
Central Lab
11.11 If NO, who will provide the test results?* must provide value
11.11 Will any labs need to be drawn by Parkland after 5 PM or on weekends?
NOTE: Parkland clinics are open until 5:30 PM. Phlebotomists do not collect labs for patients in the hospital, but outpatient only for research purposes. If any collections are needed after 5:30 PM on weekdays, the study team will need to either draw the labs themselves or request for Parkland nursing staff to obtain samples.
* must provide value
Yes
No
11.12 If YES, please explain details* must provide value
11.13 Will any lab supplies be provided by the study?
NOTE: Parkland does not supply any supplies for research testing - this MUST be provided by the study team and/or study sponsor. Also note that storage needs will be addressed by the department during the Parkland internal review and approval process.
* must provide value
Yes
No
11.14 If YES, please explain details. * must provide value
12.1 Will your study require the use of Parkland IT Services? Examples of items that will require IT services: Epic builds (BPA), registry builds, an external device or system connecting to Parkland systems, software or hardware, etc. Please do not select "yes" if you are requiring an EPIC report or data extraction. This type of request can be made in question 15.1.
* must provide value
Yes
No
* must provide value
EPIC build (Best Practice Alert)
Registry build
External device connecting to Parkland system(s)
Software installation
Hardware installation
Other
12.2 Other
NOTE: Approval from Parkland IT will be required prior to study site approval.
13.1 Please upload a copy of the study survey to be used if it is not currently available in eIRB for review.
13.2 Please specify the target study population that will be administered surveys.* must provide value
Physicians
Residents
Physician Assistants (PA)
Nurse practitioners (APRN)
Registered Nurses (RN)
Licensed Vocational Nurses (LVN)
Medical Assistants (MA)
Patients
Family Members of Patients
Other
14.1.1 Specify Other.
13.3 Surveys will require an information sheet, verbal consent or signed consent. If a current information sheet or consent is not available for this study, Parkland ORA may ask the study team to develop these documents for IRB approval in order to recruit potential participants from Parkland. Additional documents (recruitment letter, email template, etc.) may also be required depending on the recruitment type(s) for survey studies. * must provide value
I understand and related documents are currently available and IRB approved.
I understand and will create documents to provide during Parkland ORA study review.
13.4 If non-English participants will be enrolled, please note that all surveys will need to be fully translated to the appropriate language. * must provide value
I understand.
Surveys have already been translated and IRB approved (currently available for review).
Only English speakers will be included.
13.5 How will the survey be administered? Electronic with a link to the survey.
Paper form.
13.6 What electronic platform will be used to distribute the survey electronically to potential subjects? REDCap
Qualtrics
Other
13.7 Please clarify how the paper survey(s) will be distributed to the potential participant and then collected back from the participant. * must provide value
13.8 Will the survey(s) be administered during a clinic visit or inpatient stay?* must provide value
Yes
No
13.9 Please clarify the process for administering surveys during a clinic visit so that clinic operations and appointment times are not disrupted. * must provide value
13.8 Will the survey(s) take 20 minutes or more to complete?* must provide value
Yes
No
13.9 Does the survey collect Protected Health Information (PHI)?
PHI Definition and Identifiers.
Yes
No
13.10 If the survey(s) is anonymous (not collecting PHI), describe how the target population will be identified without PHI.* must provide value
13.11 Please describe how the anonymous survey(s) will be distributed to potential subjects and then returned to the study team without identifying the potential subject. * must provide value
14.1 Please specify the target study population that will participate in the focus group(s).* must provide value
Physicians
Residents
Physician Assistants (PA)
Registered Nurses (RN)
Licensed Vocational Nurses (LVN)
Medical Assistants (MA)
Patients
Family Members of Patients
Other
14.1.1 Specify Other.
14.2 How many different focus groups will meet? * must provide value
14.3 How long will each group session last and how often will each group meet?
Study Team must collaborate with Parkland management to ensure there will be no conflict with scheduling and operations.
* must provide value
14.4 Where will focus groups take place at Parkland in the areas selected in Section 5.0 (research locations)? For example, please specify conference rooms, patient rooms, waiting area, etc. and provide details.
* must provide value
If requesting or retrieving Parkland patient data (other than radiographic images), please complete the Parkland Research Data REDCap Survey at https://redcap.link/parkland.research.data .
*This form is required for study teams pulling their own data or using a non-ORA analyst in addition to those that are requesting data from the ORA. For teams not using ORA data services, the purpose of this form is to ensure alignment between data being retrieved and the study protocol/eIRB submission in order to protect study teams, Parkland, and our patients. Parkland Site Review approval will not be finalized until the Parkland Research Data survey has been submitted.
15.3
Will patient radiographic images be reviewed for this study?
Please select YES if ANY patient medical images (CT, MRI, ultrasound, X-ray, etc.) will be reviewed for this study.
* must provide value
Yes
No
15.4 Will the study team review only imaging data from EPIC, radiology systems (iPACS, etc.) or will copies of patient radiographic images be required?* must provide value
EPIC
Radiology Systems
Copies of radiographic images will be requested.
Please note that only radiologists have access to iPACS. Copies of images from PACS/ radiology systems cannot be downloaded and/ or deidentified by the study team directly due to HIPAA regulations at Parkland. Therefore, copies of images must be provided by Parkland Research Radiology Administration.
16.1 Will you require additional Parkland site staff resources or other support? Yes
No
16.2 Will you require Parkland site staff to perform any other tasks or procedures that are not already mentioned above?* must provide value
Yes
No
16.3 If YES, please explain details of what is required.* must provide value
16.4 Will the study require Parkland site staff to perform any tasks or procedures after 5 PM or on weekends?* must provide value
Yes
No
16.5 If YES, please explain details. * must provide value
16.6 Are there any other special needs for the study to be conducted at Parkland that are not already mentioned?* must provide value
Yes
No
16.7 If YES, please explain details. * must provide value
17.1 Prior to submission, you attest that the information on this form is complete and accurate to the best of your knowledge. By submitting the Parkland PSR form, you acknowledge that research fees per the Parkland Research Fee Schedule may apply to this study. Please note that this form is not submitted until you receive an email confirmation. * must provide value
Yes
No
Parkland Research Fee Schedule. 17.2 Printed Name of Person Completing Form First Name: Last Name:
17.2.1 Last Name
* must provide value
17.2.2 First Name
* must provide value
17.3 Signature of Person Completing Form: ______ ______ * must provide value
17.4 Contact Email* must provide value
17.5 Date Form Completed* must provide value
Today M-D-Y
Submit
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