Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.carelane.io/llms.txt

Use this file to discover all available pages before exploring further.

Follow these best practices to get the most out of Carelane and maintain high data quality.

​
Account Security

  • Minimum 12 characters
  • Mix of letters, numbers, symbols
  • Unique to Carelane
  • Don’t share with others
When available, enable MFA for additional security.
Log out when finished, especially on shared computers.

​
Data Entry

Enter data close to when it’s collected for accuracy.
Save progress regularly to prevent data loss.
Review entries before marking complete.
Read form instructions and guidelines.
Verify data against source documents before entry.

​
Data Quality

Address queries quickly to maintain data quality.
Give thorough responses to avoid reopening.
Always provide reasons for data corrections.
Thoroughly review records before signing.

​
Study Management

Think through study configuration before activating.
Test with test sites and participants first.
Ensure all team members are properly trained.
Review dashboards and metrics frequently.

​
Access Management

Grant only the access needed.
Review access quarterly at minimum.
Remove access immediately when no longer needed.
Record access decisions for audit purposes.

​
Template Management

Build templates with reusability in mind.
Version templates and document changes.
Have templates reviewed before making active.
Test templates with realistic data.

​
Site Management

Use workflows to ensure complete site setup.
Maintain clear communication with sites.
Track site metrics and address issues early.
Support struggling sites proactively.

​
Export and Reporting

Know what data you need before exporting.
Protect exported files appropriately.
Export data regularly for backup purposes.
Remove exported files when no longer needed.

​
Communication

Provide clear instructions in forms and workflows.
Respond to questions and queries promptly.
Record important decisions for reference.

​
Summary Checklist

Daily practices:
  • Save work frequently
  • Respond to queries
  • Complete assigned tasks
  • Log out when done
Weekly practices:
  • Review pending items
  • Check data quality metrics
  • Follow up on overdue items
Monthly practices:
  • Review access and permissions
  • Check enrollment progress
  • Review site performance