> ## 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.

# Best Practices

> Recommendations for effective use of Carelane

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

## Account Security

<AccordionGroup>
  <Accordion title="Use Strong Passwords">
    * Minimum 12 characters
    * Mix of letters, numbers, symbols
    * Unique to Carelane
    * Don't share with others
  </Accordion>

  <Accordion title="Enable Multi-Factor Authentication">
    When available, enable MFA for additional security.
  </Accordion>

  <Accordion title="Log Out When Done">
    Log out when finished, especially on shared computers.
  </Accordion>
</AccordionGroup>

## Data Entry

<AccordionGroup>
  <Accordion title="Enter Data Promptly">
    Enter data close to when it's collected for accuracy.
  </Accordion>

  <Accordion title="Save Frequently">
    Save progress regularly to prevent data loss.
  </Accordion>

  <Accordion title="Verify Before Submitting">
    Review entries before marking complete.
  </Accordion>

  <Accordion title="Follow Instructions">
    Read form instructions and guidelines.
  </Accordion>

  <Accordion title="Use Source Documents">
    Verify data against source documents before entry.
  </Accordion>
</AccordionGroup>

## Data Quality

<AccordionGroup>
  <Accordion title="Respond to Queries Promptly">
    Address queries quickly to maintain data quality.
  </Accordion>

  <Accordion title="Provide Complete Responses">
    Give thorough responses to avoid reopening.
  </Accordion>

  <Accordion title="Document Corrections">
    Always provide reasons for data corrections.
  </Accordion>

  <Accordion title="Review Before Signing">
    Thoroughly review records before signing.
  </Accordion>
</AccordionGroup>

## Study Management

<AccordionGroup>
  <Accordion title="Plan Configuration Carefully">
    Think through study configuration before activating.
  </Accordion>

  <Accordion title="Test Before Go-Live">
    Test with test sites and participants first.
  </Accordion>

  <Accordion title="Train Your Team">
    Ensure all team members are properly trained.
  </Accordion>

  <Accordion title="Monitor Regularly">
    Review dashboards and metrics frequently.
  </Accordion>
</AccordionGroup>

## Access Management

<AccordionGroup>
  <Accordion title="Principle of Least Privilege">
    Grant only the access needed.
  </Accordion>

  <Accordion title="Regular Reviews">
    Review access quarterly at minimum.
  </Accordion>

  <Accordion title="Prompt Removal">
    Remove access immediately when no longer needed.
  </Accordion>

  <Accordion title="Document Decisions">
    Record access decisions for audit purposes.
  </Accordion>
</AccordionGroup>

## Template Management

<AccordionGroup>
  <Accordion title="Design for Reuse">
    Build templates with reusability in mind.
  </Accordion>

  <Accordion title="Use Version Control">
    Version templates and document changes.
  </Accordion>

  <Accordion title="Review Before Publishing">
    Have templates reviewed before making active.
  </Accordion>

  <Accordion title="Test Thoroughly">
    Test templates with realistic data.
  </Accordion>
</AccordionGroup>

## Site Management

<AccordionGroup>
  <Accordion title="Structured Onboarding">
    Use workflows to ensure complete site setup.
  </Accordion>

  <Accordion title="Clear Communication">
    Maintain clear communication with sites.
  </Accordion>

  <Accordion title="Monitor Performance">
    Track site metrics and address issues early.
  </Accordion>

  <Accordion title="Provide Support">
    Support struggling sites proactively.
  </Accordion>
</AccordionGroup>

## Export and Reporting

<AccordionGroup>
  <Accordion title="Plan Exports">
    Know what data you need before exporting.
  </Accordion>

  <Accordion title="Secure Handling">
    Protect exported files appropriately.
  </Accordion>

  <Accordion title="Regular Backups">
    Export data regularly for backup purposes.
  </Accordion>

  <Accordion title="Delete When Done">
    Remove exported files when no longer needed.
  </Accordion>
</AccordionGroup>

## Communication

<AccordionGroup>
  <Accordion title="Clear Instructions">
    Provide clear instructions in forms and workflows.
  </Accordion>

  <Accordion title="Timely Responses">
    Respond to questions and queries promptly.
  </Accordion>

  <Accordion title="Document Decisions">
    Record important decisions for reference.
  </Accordion>
</AccordionGroup>

## 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