Major Revolving Administrative Tasks
Other than consents, procedures, follow-ups with patients
Screening patients on EPIC (Look through cases on the snapboard)
Stay on top of follow-up visit schedule + follow-up windows (Set up a reminder method that works for you. I keep a spreadsheet that collates visits across all my studies, so I don't have to keep checking the screening & enrollment log for each study)
Reach out to clinic staff to schedule upcoming follow-up visits. Do this early in the window. Usually via Epic In-Basket
Call patients a few days before their visit as a friendly reminder
Respond to emails
Anything finance, billing, or contract-related: Loop in Paula and Rebecca if they are not on cc
Anything IRB, regulatory documents-related: Loop in Cathy if not already on cc
EDC (Electronic Data Capture)
Make sure data is entered
Respond to queries
Billing review on Epic (can be done biweekly if you are busy, but try not to do it less frequently than that)
Quarterly review for Paula (summary of all visits and enrollments each quarter)
Sometimes, Paula will ask for a "forecast" of upcoming visits
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