OCHIN-ADVANCE PEP Engagement Guide and Request Form

OCHIN-ADVANCE Clinical Research Network (CRN) developed a request form for researchers to engage with their Patient Engagement Panel (PEP). This can be used as a template by stakeholders when creating utilization request forms to engage patient groups.

Access the resource here.

Research Work Group Information Survey

This REDCap survey is a templated introductory survey to potential members of a research work group. The survey consists of demographic and research interest questions to better understand the expertise and interests of research team members. Other research teams can adapt the survey for use in their work groups.

Access the Research Work Group Information Survey.

Patient Engagement Panel (PEP) Proposal Review Template Presentation

OCHIN-ADVANCE Clinical Research Network (CRN) developed this template for researchers to use when discussing proposals with a Patient Engagement Panel (PEP). The template provides a structure for introducing the research study proposal, planned engagement, and how the PEP may support the study.

Access the Proposal Template.

Research Review and Prioritization Group (RRPG) Researcher Template Deck

This RRPG Researcher Template Deck can help investigators prepare presentations for a research review. The template outlines required study information, including grant status and site-specific requests. The completed slides can be provided prior to a presentation so reviewers can familiarize themselves with the project and provide better feedback.

Access the RRPG Researcher Template Deck.

Interim Progress Report (IPR) Project Management Status Tracker

This Interim Progress Report (IPR) Project Management Status Tracker can help study teams divide IPRs into sections for better task distribution. It refers to previously submitted IPRs and is structured so instructions for each section are clear and precise. Researchers can adapt the form to manage their IPRs.

Access the Interim Progress Report (IPR) Project Management Status Tracker.

Investigator Collaboration Request Form

Researchers interested in collaborating with clinical research network (CRN) sites can use an Investigator Collaboration Request Form. The Collaboration Request Form collects current study status, inclusion/exclusion criteria, a site-specific scope of work, benefits for sites, and other key study information. Once completed by the study team, a coordinating center will distribute the form to CRN sites to inform them of the opportunity. Interested sites will indicate their interest via a separate form linked at the bottom of the document.

Access the Investigator Collaboration Request Form.

Patient and Community Engagement Consultation Form

This Patient and Community Engagement Consultation form can be used to document requests from collaborators to use a clinical research network's patient and community engagement services. Requestors will complete the form to provide details about their study including proposed methods for engagement and the level of engagement required. A Patient Partner will meet with the requestor to discuss tailored approaches to support meaningful engagement of patients and community partners in their research.

Access the Patient and Community Engagement Consultation Form.

Patient Partner Recruitment & Selection Toolkit

This toolkit includes resources for recruiting and selecting a network patient partner, including a Patient Partner Position Description & Application Instructions and an Interview Guide & Evaluation. The toolkit may be adapted to local context for use by other research networks or consortia seeking to include patients in governance.

Access the toolkit here.

PCORnet Focused Data Elements Addition Proposal for Centralized Networks

This document provides a template to request sites to share PCORnet data elements. The guide includes details such as the impact of adding the data element for use in research projects, as well as the implications of each decision to share data.

Access the Data Elements Template here.

Local Studies Standard Operating Procedure

The Local Studies Standard Operating Procedure (SOP) can be used for the documentation of the process involved in the intake and management of studies entering through a Clinical Research Network (CRN) Front Door. From the inception of a request to the final close-out of the project, the document provides a detailed account of each stage, ensuring a comprehensive understanding of the workflow. This template can also be used for other SOP’s.

Access the Local Studies SOP here.