On-Demand Webinar: The What, Why, and How Behind Records Review Protocols

Presented by Wendy Tate

Webinar Details:

This webinar was originally recorded on August 19, 2015.

Duration: 60 minutes

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Records review protocols are a common and incredibly valuable research tool in both the academic and private practice settings. This webinar will cover:

  • Basic study design
  • Data collection
  • Regulatory (IRB and HIPAA) requirements for conducting this type of research, including consent requirements and waivers

By the end of this webinar, participants should understand how to formulate the elements needed to conduct a records review and know what regulatory guidelines must be addressed prior to starting and throughout the study.
This introductory webinar is intended for both investigators and research personnel who are interested in examining records (medical, research, etc.) to answer a research question of interest or are involved in collecting data.

About the Presenters:

Wendy Tate

Webinar Presenter

Wendy Tate

Wendy is Director of Data Analytics at Forte. In her current role she collaborates with institutions to develop and validate meaningful and quality metrics regarding various aspects of clinical trial operations. Prior to Forte, Wendy worked at the University of Arizona for 15 years, where she spent 2 years at the University of Arizona Cancer Center in clinical trials administration and 6 ½ years at the IRB where she focused her efforts on operational metrics, process improvement, and compliance. She has a master’s degree in Applied Biosciences and is currently pursuing her PhD in Pharmaceutical Economics, Policy, and Outcomes, with a minor in Epidemiology, which will be complete by the end of 2015.


Dawn Burke

Webinar Host

Dawn Burke

Dawn Burke is Product Marketing Manager for Forte's clinical trial management system, Allegro CTMS —  an easy to use, intuitively designed solution for dedicated research sites and physician practices.