Creating Accounts and Contacts for Clinical Trials

An account is the institution from which you manage clinical trials. Typically, it is the facility where the investigators conduct the trials. You can track as accounts IRBs (institutional review boards), central laboratories, CROs (clinical research organizations), and other subcontractors. You can associate multiple sites with an account, and an account can carry out multiple protocols.

A contact is a person working at a clinical site. Contacts include investigators, typically medical professionals who are also researchers, and site coordinators, who might be the practicing nurses administering the treatment plan according to the clinical protocol.

The Siebel administrator generally bulk loads data on accounts and contacts, but end users can create and modify these records as needed. For information about importing data into your Siebel Life Sciences database, see Siebel Life Sciences Guide.

This task is a step in "Process of Managing Clinical Trials".

Creating Accounts

Complete the procedure in this topic to create an account.

To create an account  

1. Navigate to the Accounts screen, then the Accounts List view.

2. In the Accounts list, create a new record and complete the necessary fields.

   To access more fields, click the show more button in the account form.

   Some fields are described in the following table.

   Field	Comments
   Site	Type a description of the location or function of the account, such as headquarters, corporate, or San Francisco.
   Account Type	Select the type of account, such as Hospital, Clinic, IRB, and so on.
   Account Team	Select the members assigned to the account team. The team member who creates the account record is the primary team member.
   Address	Select the addresses for the account by picking from existing addresses or by entering new addresses. Avoid duplicating addresses by checking if an address exists before entering a new one.

   
   

3. Drill down on the Name field of the account, and navigate to the More Info view to add more information.

   Some fields are described in the following table.

   Field	Comments
   Synonyms	Select the synonyms for the account. This field allows you to refer to accounts in the way that you prefer. For example, an account named A/B Products, Inc., might have the following synonyms: AB, A/B, and AB Products. When you search for an account or enter an account in another part of your Siebel Business Application, you can use a synonym instead of the actual name.
   Territories	Select the territories that are associated with the account.

   
   

4. Navigate to views, such as the Activities view, the Addresses view, and so on to add more information to the account record.

   For more information about creating and maintaining account affiliations, see Siebel Life Sciences Guide.

Creating Contact Records

Complete the procedure in this topic to create a contact record.

To create a contact record  

1. Navigate to the Contacts screen, then the Contacts List view.

2. In the Contacts list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   My Address	Select the addresses for the contact. A contact can have more than one address. You must specify one address as the primary address. Each CRA (clinical research associate) assigned to the contact can specify a different address as the primary address. For example, one CRA might specify a private office as the primary address, while another CRA might specify a hospital department as the primary address.
   Team	Select the CRAs assigned to the contact. The team member who creates the contact record is the primary team member.

   
   

3. Navigate to other views to add or associate additional information with the contact record.

   For example, use the Relationships view to associate site coordinators and other site personnel with the contact. For more information about creating and maintaining contact records, see Siebel Life Sciences Guide.