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This glossary defines key terms used throughout Carelane and clinical research.

A

Action A task within a workflow, such as completing a questionnaire or uploading a document. Amendment A formal change to a study’s configuration after it has been activated. Arm A treatment group within a study (e.g., treatment arm, placebo arm). Audit Trail A chronological record of all changes and actions in the system. Authorized Signer A role that permits signing CRFs and other study documents electronically.

C

CRC (Clinical Research Coordinator) A site role responsible for coordinating study activities and data collection. CRF (Case Report Form) A data collection form used to capture participant information. In Carelane, CRFs are implemented as questionnaires. CI (Chief/Coordinating Investigator) The lead investigator responsible for overall study conduct.

D

D-CI (Deputy Coordinating Investigator) A role supporting the CI with oversight responsibilities. Data Reviewer A study team role that reviews and verifies submitted data.

E

EDC (Electronic Data Capture) A computerized system for collecting clinical trial data. Export The process of extracting data from Carelane in a downloadable format.

F

FHIR (Fast Healthcare Interoperability Resources) An international standard for healthcare data exchange. Carelane uses FHIR R5.

G

GCP (Good Clinical Practice) International ethical and scientific quality standards for clinical research.

I

ICH (International Council for Harmonisation) The organization that develops GCP and other pharmaceutical guidelines.

O

Organization The top-level workspace in Carelane containing studies, templates, and members. Onboarding The process of setting up a site to participate in a study.

P

Participant A research subject enrolled in a study. Pathway A schedule of activities that defines the participant journey through a study. PHI (Protected Health Information) Individually identifiable health information protected by privacy regulations. PI (Primary/Principal Investigator) The lead investigator at a study site responsible for site conduct. PIN A code used for site self-registration or external access. Pseudonym A study-specific identifier for a participant (e.g., “001-001”).

Q

Query A question or request for clarification raised on submitted data. Questionnaire A data collection form in Carelane (equivalent to CRF).

R

Record Status The workflow state of a questionnaire response (e.g., In Progress, Completed, Verified). ResearchSubject The FHIR resource representing a study participant. Role A set of permissions assigned to a user at organization, study, or site level.

S

SAE (Serious Adverse Event) An adverse event that results in death, hospitalization, or other serious outcomes. Service Provider An external organization providing centralized services (e.g., central laboratory). Site A research location where participants are enrolled and data is collected. SoA (Schedule of Activities) The protocol-defined schedule of visits and assessments. Implemented as pathways in Carelane. Study A clinical research study configured in Carelane.

T

Template A reusable design for questionnaires, workflows, or pathways.

V

Verification The process of confirming data accuracy by the study team.

W

Workflow A sequence of tasks for operational processes like site onboarding.

Status Codes

Participant Status

StatusDescription
CandidatePotential participant
ScreeningUndergoing eligibility screening
EligibleMeets eligibility criteria
IneligibleDoes not meet criteria
On StudyActively participating
Follow-upIn follow-up period
Off StudyCompleted participation
WithdrawnWithdrew from study

Record Status

StatusDescription
In ProgressData entry ongoing
Completed (Site)Submitted by site
Queries in ProgressHas open queries
Verified (Study Team)Reviewed and verified
Signed (Site)Signed by authorized signer

Site Status

StatusDescription
PendingAwaiting approval
ActiveApproved, setting up
EnrollingActively enrolling participants
None EnrolledActive but no participants
DeactivatedNo longer participating