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Design of Case Report Forms David W . Mai lhot February 7, 2006

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Design of Case Report

Forms

David W. Mailhot

February 7, 2006

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Case Report Form ..CRF 

Official clinical data-recording document ortool used in a clinical study

RDC/RDE (Remote Data Capture,

Remote Data Entry)

PAPER

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Purpose

Collects relevant data in a specific format

• in accordance with the protocol

• compliance with regulatory requirements

Allows for efficient and complete dataprocessing, analysis and reporting

Facilitates the exchange of data across

projects and organizations esp. throughstandardization

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CRF Relationship to

Protocol

Protocol determines what data should be

collected on the CRFAll data must be collected on the CRF if 

specified in the protocol

Data that will not be analyzed should not  appear on the CRF

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CRF Development 

Guidelines 

Collect data with all users in mind

Collect data required by the regulatoryagencies

Collect data outlined in the protocol

Be clear and concise with your dataquestions

Avoid duplication

Request minimal free text responses

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CRF DevelopmentGuidelines (con’t) 

Provide units to ensure comparable values

Provide instructions to reducemisinterpretations

Provide “choices” for each questions 

• allows for computer summarization

Use “None” and “Not done”

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CRF Development

Guidelines (con’t) 

Collect data in a fashion that:

• allows for the most efficientcomputerization

• similar data to be collected across studies

CRF book needs to be finalized and availablebefore an investigator starts enrolling patientsinto a study

Take the time to et it ri ht the irst time

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Three major parts:

Header

Safety related modules

Efficacy related modules

  Module block of specific questions

CRF module(s) make up a single CRF page

CRF Book  series of CRF pages

Elements of the CRF

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Header Information

Key identifying Information

 MUST HAVES 

Study Number

Site/Center Number

Subject identification number

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Creating Safety Modules Usually come from a standard library Select modules appropriate for your study

Keep safety analysis requirements in mind

Safety Modules usually include Demographic

Adverse Events

Vital Signs

Medical History/Physical Exam

Concomitant Medications

Patient Disposition

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Efficacy Modules

Designed for each therapeutic area based on theprotocol

Considered to be “unique” modules and can bemore difficult to develop

• Use existing examples from similar protocols whereapplicable

• Consider developing a library of efficacy pages

Design modules following project standards for

data collection

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Creating Efficacy Modules Follow general CRF design guidelines

Use pages or modules from the therapeuticlibrary

Define diagnostics required

Include appropriate baseline measurements

Repeat same battery of tests

Define and identify

• key efficacy endpoints

• additional tests for efficacy

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Importance of Standard

CRFs Prepares the way for data exchange

Removes the need for mapping during dataexchange

Allows for consistent reporting across protocols,across projects

Promotes monitoring and investigator staff efficiency

Allows merging of data between studies

Provides increased efficiency in processing and

analysis of of clinical data 

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CRF Development

Process

CRF Designer 

Reviewers 

CRF Designer 

CRF Book 

•Drafts CRF from protocol

• CRF Review Meeting• Comments back to designer

• Updates CRF to incl. comments

• Review and Sign off 

• Coordinate printing and distributionSite

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CRF Development Process

Responsibility for CRF design can varybetween clinical research organizations (CRA,data manager, specialty role)

• Include all efficacy and safety parametersspecified in the protocol using standardslibraries

• To collect ONLY data required by theprotocol

• Work with protocol grid/visit schedule

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CRF Development Process

Interdisciplinary review is necessary

• each organization has its own process for

review/sign-off • Should include relevant members of theproject team involved in conduct, analysisand reporting of the trial

Begins

• As soon in the study prep process as possible

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CRF Development Process

Review Team (example)

• Project Clinician

• Lead CRA• Lead Statistician

• Lead Programmer

• Lead Data Manager• Others

• Database Development, Dictionary Coding,

Standards

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CRF Development Process

 After the CRF book is approved 

Initiate the process for printing

 Note: the Protocol must be approved before theCRF book is approved and printed 

 After it is printed 

Stored according to organizational guidelinesPrinted and distributed to research sites

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Properly Designed CRFComponents/All of the CRF pages are

reusable

Saves time Saves money

+

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Poorly Designed CRF Data not collected

Database may require modification

Data Entry process impeded

Need to edit data

Target dates are missed

Collected too much data –  Wasted resources in

collection and processing 

P l D i d CRF

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Poorly Designed CRF

Issues

=

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The Case Report Form

How do we use it? • Collect data from the investigational sites

• Helps project team and study site team

• Reminder to investigator to performspecific evaluation

• CRA uses to verify protocol is beingfollowed and compare with sourcedocuments

• Biometrics uses it to build databasestructures, develop edit checks and

programming specs

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The Case Report Form ...Used for 

• Subject tracking

• Data analysis and reporting

• Reports to FDA on subject safety

• e.g.. APR

• Promotional materials

• New Drug Application submissions

• Support of labeling claims

Articles in medical journals

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Electronic CRFs

The use of RDC is increasing

In general, the concepts for the design of 

electronic CRFs/RDC screens are the sameas covered for paper

Electronic CRFs will impact the following:

Review of CRF is different (screenreview)

No need to print and distribute paper

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Examples

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Questions ?