How to Personalize Your Siebel Clinical User Interface

How to Personalize Your Siebel Clinical User Interface

April 26, 2012

Param Singh Vice President of Clinical Trial Management Solutions BioPharm Systems, Inc.

Welcome & Introductions

Param Singh Vice President of Clinical Trial Management Solutions

• 4+ years with BioPharm

• 11+ years of experience implementing Siebel Clinical

• 15+ Siebel Clinical implementations

Welcome & Introductions

CTMS Practice Services

Implementation Manage implementations of Siebel Clinical, whether custom builds or our out-of-the-box accelerator, ASCEND.

Integration Build interfaces between Siebel Clinical and other clinical and non-clinical systems.

Training Develop and/or deliver standard and custom training classes and materials.

Process Guidance Provide insight, advice, and solutions to specific CTMS issues based on industry best practices.

Today’s Agenda

Time (CDT) Topic

9:00-9:10 Welcome and Introductions

9:10-9:15 Home Screen

9:15-9:25 List Applets

9:25-9:35 Saved Queries

9:35-9:45 User Preferences

9:45-10:00 Q&A

Home Screen

• Feature: Using the [Edit Layout] button, you can customize the following: – Visible applets

– Hidden applets

– Order in which applets appear

• Benefit: – Places the records you need most often at

your fingertips the moment you log in

• No need to navigate through screens and views to find the records you need

Siebel Clinical ASCEND: Home Screen

List Applets

• Feature: Choose which columns are visible and the order in which they appear – Once organized to your liking, freeze the first

few columns so that they show even when you scroll to the right

• Benefit: – Each list applet that you use displays only the

columns that are relevant to you, in the order that is most useful to you

• Reduces time spent hunting for data

• Increases productivity

Siebel Clinical ASCEND: List Applets

Saved Queries

• Feature: Using the Save Query function, you can save your most common queries and re-run them at any time – Essentially creating your own custom

searches and reports

• Benefit: – Significant time savings in searching for

commonly needed records

– Significant time savings in answering commonly asked questions about CTMS data

Siebel Clinical ASCEND: Queries

User Preferences

• Feature: Provides user with ability to view /change several system defaults – User account information

– Initial screen displayed upon login

– Screen and view tab order

– Quick Print behavior

– Saved Queries list

– Broadcast Messaging behavior

• Benefit: – Ultimate customization for the savvy user

Siebel Clinical ASCEND: User Preferences

Summary

Siebel Clinical is highly configurable, even for individual users • Home Screen and List Applets can be modified

to show only the most relevant records/data in the order that is most useful to you

• Queries/Ad Hoc Reports can be saved, re-run, and shared with others

• User Preferences screen allows you to view your account information and modify your settings for tab orders, printing, communications, etc.

Investing a few minutes in making these modifications can make SC your CTMS

Q&A

Closing

Thank you for attending!

This webinar will be posted on www.biopharm.com

within 24 hours

psingh@biopharm.com

+1 877-654-0033

+44 (0) 1865 910200