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Research Coordinator Enrichment Series

Research Coordinator Enrichment Series


The CTSI Academy is offering an education series addressing day-to-day components of clinical research conduct.
This series will have a strong emphasis on the practical conduct of clinical research at MCW and its partner institutions. Our goal is to provide research staff with guidance on specific situations encountered by research teams on a routine basis while conducting clinical research. Presenters will share tips and tools for safe, efficient, ethical, and compliant conduct of research. At the end of each session, participants are invited to bring their questions for an open discussion with our experts.
This program will feature experts from the MCW Clinical Trials Office and from various other research departments across MCW.


This series is designed to help participants:  

  • Gain in-depth knowledge of best practices through a variety of focused topics
  • Build confidence in the conduct of clinical research
  • Apply the knowledge gained into day-to-day practice
  • Bring issues encountered during conduct of research for an open discussion with experts in the area
  • Connect and communicate with experts and use those connections to problem solve issues you encounter in your daily activities


Any staff, faculty member, resident or fellow involved in conduct of clinical research.
There are no pre-requisites for this course.


Sessions will be virtual and in-person from 12:00 – 1:00 p.m. Participants are welcome to bring lunch.


  • 4/25/2024 – Florence eBinders This session has been cancelled and will be rescheduled at a later date.

  • 5/23/2024 – Delegation of Authority (DOA) Log
    A Delegation of Authority log (DOA) provides a comprehensive list of study staff members and the duties that have been delegated to them by the PI. This session will provide education on the use of DOA logs – why they are important and how to maintain them for different types of research studies.
  • 6/27/2024 – Using Epic for Day-to-Day Conduct of Clinical Research
    Epic stores electronic medical records used routinely for patient care, but can also be used to conduct day-to-day clinical research. Attendees will learn how to use Epic to identify and recruit patients for research studies and link patients to studies once enrolled. Additionally, this session will cover entering study protocol orders (e.g., imaging), how to record, result and review protocol specific labs and other procedures, and communication between clinical providers and the research team.

A completion certificate is available upon request for participants who attend at least 80% of the course. Participants may use contact hours for maintaining ACRP and SOCRA certification.

Questions: Please contact Sarah Beyler (sbeyler@mcw.edu).

NIH Funding Acknowledgment: Important Reminder – Please acknowledge the NIH when publishing papers, patents, projects, and presentations resulting from the use of CTSI resources by including the NIH Funding Acknowledgement.


Children's Hospital of WisconsinMarquette UniversityMSOEUWMVersitiVA Medical Center