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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 ?