Lesson plan

Research, medical education and oncology products

Use Moraph's research, graduate medical education, oncology and payer contracting products to recruit and consent trial participants, pay and reconcile research visits, run tumor boards, oversee resident work hours and recover payer underpayments.

Back to the course

Product: Clinical Trial Patient Recruitment App
Level: Practitioner
For: Users, Administrators
Total time: 2 hr 34 min
Lessons: 13 in 3 modules
Assessments: 4

Course objectives

Work trial referrals, send the current approved consent version and follow participant reports through to investigator assessment
Explain why consent versions, countersignatures and reconsent are controlled, and keep a study ready for monitoring
Match research visits to study budgets, prepare invoices and site payment requests, and reconcile sponsor payments
Prepare a tumor board case for presentation and record a confirmed recommendation
Review resident work-hour exceptions and procedure logs without treating the product as an ACGME system
Work payer underpayment variances from the repricing calculation and route overpayments to compliance

Before the course

You can sign in to Moraph Apps and open records, tasks and saved views.
You know your own role in at least one of these products and what your organization has delegated to you.
You are familiar with the basic language of clinical research, research finance, oncology care, graduate medical education or managed care contracting.

Module 1: Trial recruitment and consent (42 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
Pre-screening and referrals	Reading 10 min	Describe what the Clinical Trial Patient Recruitment App does for participants and for study sites Work a referral from pre-screening to a recorded outcome Explain why the app never decides eligibility Use referral sources and reports to see which outreach works	Reading
Electronic consent and reconsent	Reading 12 min	Send the current IRB-approved consent version and complete consent with a countersignature Explain how consent version control and the two-person publishing rule protect a study Add a new consent version after an amendment and follow reconsent to completion Diagnose the common reasons a consent cannot be sent or a participant cannot move to Consented	Reading
Participant reports, retention and monitoring	Reading 12 min	Follow a participant report from receipt to investigator assessment Follow up missed visits and message participants without unnecessary clinical detail Explain what sponsors, monitors and auditors can and cannot see Prepare a study for a monitoring visit	Reading
Module 1 knowledge check	Assessment 8 min	Check your judgment on referrals, consent, reconsent and participant reports Confirm you know who decides eligibility and adverse events	5 questions · pass mark 70% · unlimited attempts

Module 2: Research finance and site payments (47 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
Study budgets, visits and invoices	Reading 12 min	Describe how a study budget is set up and versioned with contract amendments Explain how completed visits are matched to the budget for the protocol version in effect Resolve an unmatched visit with the study coordinator Prepare an invoice and send it through two-person approval	Reading
Reconciliation, site payments and close-out	Reading 12 min	Allocate a sponsor payment to invoices and visits and raise exceptions for differences Prepare site payment requests as a coordinating center and fix rejected requests Close out a study with holdbacks and open items accounted for Explain what the product does not do for grants and federal reporting	Reading
Practical: reconcile a sponsor payment	Practical exercise 15 min	Allocate a fictional sponsor payment to invoices, visits and holdbacks on paper Decide which differences become exceptions, write-off proposals or questions for the coordinator Identify who must approve each item under the two-person rule	Practical exercise with a checklist
Module 2 knowledge check	Assessment 8 min	Check your judgment on visit matching, invoicing and approvals Check your understanding of reconciliation, site payments and close-out	5 questions · pass mark 70% · unlimited attempts

Module 3: Tumor boards, residency and payer contracts (1 hr 5 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
Preparing and running a tumor board	Reading 12 min	Submit a case with a clear clinical question and build a conference agenda Explain what must happen before a case can move to Ready to present Record a recommendation that the chair confirms and that reaches the chart Use conference data for accreditation reporting without treating the platform as registry software	Reading
Resident work hours and procedure logs	Reading 12 min	Log work hours and procedures correctly, with de-identified case details Follow a possible work-hour violation from flag to the program director's response Verify or return procedure logs as supervising faculty Explain how the product relates to ACGME's own systems	Reading
Payer contracts and underpayment review	Reading 13 min	Explain why contract models need a second person's approval before repricing uses them Work an underpayment variance from the repricing calculation to an appeal or recovery Recognize a systemic issue and raise it with the payer once Route overpayments to compliance and track key contract dates	Reading
Module 3 knowledge check	Assessment 8 min	Check your judgment on tumor board readiness and recommendations Check your understanding of work-hour exceptions, procedure logs and underpayment review	5 questions · pass mark 70% · unlimited attempts
Final assessment	Assessment 20 min	Show that you can apply the course across all five products Make sound decisions about approvals, separation of duties and who owns each decision	12 of 18 questions · pass mark 80% · 3 attempts

Completing the course

Every lesson must be completed: reading lessons are marked complete by the learner, exercises when every checklist item is confirmed, and assessments only when passed. Completing the course issues a certificate of completion with a verification code.