Enable and manage your EHR site connections

After your sites have consented, you can map them to one of the Oracle-created clinical connectors.

Users assigned to a study role that includes the Create and Manage Sites permission can enable, disable, and update the site and connector association on the Sites & Labs tab under Study Settings.

From the home page, Open the study's settings.
Go to the Sites & Labs tab.
Select the mode (Production, Testing, or Training) to establish the EHR site connection.
Select the appropriate Oracle Clinical Connector (OCC) option from the EHR Connection drop-down for each site. You can link multiple sites to a single connector.
A complete list of connectors can be viewed under the Health System column on the EHR Connectors tab under Global settings. To do this, you must be assigned to the View EHR Connectors global role.
Select Apply Changes.
To disable a connector, deselect it from the dropdown, then select Apply Changes.
At any time, you can select the connector again to re-enable the connection.

What if I need to change a connector?

If needed, you can change the connector associated with a site to a different one by selecting a new option from the EHR Connection dropdown.

A dialog window informs you if the current connector has active EHR patient links. Select Confirm to close the window and complete the change.

Note:

Site users are required to relink subjects before they can import EHR data. The change in the connector does not remove previously imported EHR data for subjects associated with that site.

Parent topic: Enable a study for Electronic Health Record (EHR) data import