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Features of a World-Class Safety System
Rodney Lemery, MPH, Ph.D., Director of Safety and Pharmacovigilance, Perficient
facebook.com/perficient twitter.com/perficient_LSlinkedin.com/company/perficient
2
Perficient is a leading information technology consulting firm serving clients throughout
North America and Europe.
We help clients implement business-driven technology solutions that integrate business
processes, improve worker productivity, increase customer loyalty and create a more agile
enterprise to better respond to new business opportunities.
About Perficient
3
• Founded in 1997
• Public, NASDAQ: PRFT
• 2013 revenue $373 million
• Major market locations:
• Allentown, Ann Arbor, Atlanta, Boston, Charlotte, Chicago,
Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax,
Houston, Indianapolis, Milwaukee, Minneapolis,
New York City, Northern California, Oxford (UK),
Philadelphia, Southern California, St. Louis, Toronto,
Washington, D.C.
• Global delivery centers in China and India
• >2,600 colleagues
• Dedicated solution practices
• ~90% repeat business rate
• Alliance partnerships with major technology vendors
• Multiple vendor/industry technology and growth awards
Perficient Profile
Business Process
Management
Customer Relationship
Management
Enterprise Performance
Management
Enterprise Information
Solutions
Enterprise Resource
Planning
Experience Design
Portal / Collaboration
Content Management
Information Management
Mobile
BUSINESSSOLUTIONS
50+PARTNERS
Safety / PV
Clinical Data Management
Electronic Data Capture
Medical Coding
Clinical Data Warehousing
Clinical Data Analytics
Clinical Trial Management
Healthcare Data
Warehousing
Healthcare Analytics
CLINICAL/HEALTHCAREIT
Consulting
Implementation
Integration
Migration
Upgrade
Managed Services
Private Cloud Hosting
Validation
Study Setup
Project Management
Application Development
Software Licensing
Application Support
Staff Augmentation
Training
SERVICES
Agenda
• Case Entry
– Duplicate Search
– Various Data Points
– Generating Narratives
– Generating Letters
• Case Reporting
– Individual Case Safety Reporting
(ICSR)
• MedWatch
• CIOMS-I
• E2b
– Submission Tracking
• Case Management
– Workflow
– Worklists
– Dashboards
1/30/2015 5
• Ad Hoc Reports
– Case Data Analysis
– Case Line Listing
• Periodic Reporting
– ICH PSUR/PBRER
– NDA Periodic
Argus Safety System
• Io was a mortal woman and
lover of Zeus.
• Zeus' wife, Hera, was terribly
jealous, and Zeus fearing for Io's
life, turned her into a heifer to
escape Hera's gaze.
• But Hera was smart, and
knowing of this deception,
requested Io the heifer as a
present.
• She then sent the heifer to her
dedicated servant Argus
Panoptes, the all-seeing giant,
who has been described as
having 100 hundred eyes on his
body which allowed him to keep
a vigilant watch on Io the Heifer.
1/30/2015 6
Case Entry…
1/30/2015 7
Case Actions  New
Red-flagged boxes indicate required fields
Case Entry…
1/30/2015 8
The [Search] button takes the information entered and queries the
entire database for previously entered and matching cases to allow
for the addition of F/U information
Case Entry…
1/30/2015 9
The General tab contains entry fields for the reporter
information, case categorizations and initial & F/U records for
the case
Case Entry…
1/30/2015 10
The Patient tab contains the demographic information on the patient
of interest and allows for the recording of historical products,
conditions or procedures
Case Entry…
1/30/2015 11
The Product tab allows for the capture of indications and the specifics
around product administration
Case Entry…
1/30/2015 12
Multiple dosing regimens can be captured for complex products such
as oncology products
Case Entry…
1/30/2015 13
The Event tab contains the details for
the event of interest in the case
Case Entry…
1/30/2015 14
The system is loaded with a
rudimentary, but effective,
dictionary browser for both
the MedDRA and WHO Drug
dictionaries
Case Entry…
1/30/2015 15
A case may have more than one
event and they may be sequenced
in accordance with company rules
Case Entry…
1/30/2015 16
The Event Assessment sub-tab contains location where the
local labeledness, core listedness, and the reporter and
company causality records are stored with respect to the
suspect company product(s) and the events
Case Entry…
1/30/2015 17
The Analysis tab
contains the case
level assessments,
as well as the
various comment
and narrative
fields required in
global reporting
Case Entry…
1/30/2015 18
It is possible to build a comprehensive narrative that will take the
information entered into the case and pull it into a paragraphical
explanation of the case data
Case Entry…
1/30/2015 19
The Activities tab contains records of action items and contact
records used within the case entry/management process
Case Entry…
1/30/2015 20
The Contacts section also facilitates the generation and sending of
letter templates written in a template manner, similar to Auto-
Narrative functionality in Argus
Case Entry…
1/30/2015 21
The Action Items section contains the ability to assign
tasks to other users or groups, so that activities are
fully tracked with a start date, due date and completion
date
Case Entry…
1/30/2015 22
Among other things,
the Additional
Information tab
allows for the
attachment of
source
documentation to
the case, as well as
the ability to store it
directly in the
database (it can also
integrate to
Documentum)
Case Entry
1/30/2015 23
Once attached, the object is available for direct review within
the case
Case Reporting…
1/30/2015 24
The Regulatory Reporting tab contains the critical records,
documenting the global reporting needs for the case based on stored
and configurable reporting rules per license and country
Case Reporting…
1/30/2015 25
Reports can be displayed while in the case entry form using the
hyperlinks. Final reports are generated only after locking a case
Case Reporting…
1/30/2015 26
The Regulatory Reports can be managed from this screen by routing
the report through a pre-defined workflow, once the final is generated
Case Reporting…
1/30/2015 27
Once approved, the report may be submitted and the submission date
documented
Case Reporting
1/30/2015 28
The following ICSRs are capable of being produced and tracked within
the system:
Case Management…
1/30/2015 29
Throughout the life of the case, the responsibilities can be shared with
various case processors/managers using the routing and workflow
features of Argus
Case Management…
1/30/2015 30
You can pass the case through the workflow using
the forward and return buttons as needed…
Bookin
Case Processing
Review
Reporting
Archive/
Close
F/U
Case Management…
1/30/2015 31
Each pass to the next step places the case into a New
Case Worklist so that case processors/managers can
accept the cases into their Open Case Worklists
Case Management…
1/30/2015 32
In general, all of the worklists allow for the certain completion of
tasks using the sub-menu from the screen that is contextually
sensitive to the worklist being accessed
Worklist New and Open Worklist Action Worklist Reports
Case Management…
1/30/2015 33
The Coding Review screen summarizes all of the medical or drug
coding required in the case in a single screen to allow the coder to
perform all work without navigating through the case entry tabs
Case Management…
1/30/2015 34
The Medical Review screen summarizes all of the clinically
relevant data that is often used in the formal medical review
process. The data is displayed as entry points or…
Case Management…
1/30/2015 35
…visually as a timeline with filters
Case Management…
1/30/2015 36
Argus comes with a variety of pre-loaded dashboard reports to
aid in case management
Case Management…
1/30/2015 37
List of Open Cases and where they are in the workflow
Case Management…
1/30/2015 38
Quick Signal Report shows a six-month comparison interval
Case Management…
1/30/2015 39
Expedited Reports display in an interactive form and allow
easy review of reports and their statuses
Case Management…
1/30/2015 40
You can get a visual representation of where cases are in the
workflow using the dashboard
Case Management
1/30/2015 41
Case Workload status and distribution can be displayed in the
system or exported to Excel
Ad Hoc Reporting…
1/30/2015 42
Argus has a built-in ad hoc reporting tool that facilitates the
generation of line listing and tabulation reports with relative
ease
Ad Hoc Reporting…
1/30/2015 43
The CDA report allows for the selection of case entered data
points to generate tabulated data
Ad Hoc Reporting…
1/30/2015 44
The reports can be displayed, memorized or transmitted to
others. The data format of the report can be exported to Excel
as well
Ad Hoc Reporting…
1/30/2015 45
The Charting
option will
display the
information in
various
graphical
formats
Ad Hoc Reporting…
1/30/2015 46
The Line Listing Report allows for the selection of case data
to be displayed in linear form which facilitates tasks like
reconciliation
Ad Hoc Reporting
1/30/2015 47
Line listing reports
have a major
limitation though, in
the display of
multiple rows of
data even when the
logic of the report
wishes the data to
be eliminated from
the display.
For example, if my listing wants to display all serious events and a given case has
two events (1 serious and 1 non), then both rows display on the report even when I
try to restrict it.
However, even with this limitation, the ability to easily generate your own ad hoc
reports with little to no IT assistance is likely worth it!
Periodic Reporting…
1/30/2015 48
Argus allows for the generation of the listings
and tabulations required in several global
periodic reports
You can create “templates” and reuse them or
copy from an old report
Periodic Reporting…
1/30/2015 49
The report allows for naming, categorization and selection of the
agencies to which the information will be submitted
Periodic Reporting…
1/30/2015 50
Products can be selected and targeted if needed
Periodic Reporting…
1/30/2015 51
Options for inclusion criteria allow you to tightly focus on the
data responsible for the report
Periodic Reporting…
1/30/2015 52
The system
allows for the
indication of
AEs of Special
Interest on
the report
Periodic Reporting…
1/30/2015 53
A user can decide what additional fields of information should
display on the listing sections of the report
Periodic Reporting…
1/30/2015 54
The report also allows for the grouping of the data by certain
fields
Periodic Reporting…
1/30/2015 55
The PBRER tables are also included in the PSUR report, as well
as a number of summary tabulations
Periodic Reporting…
1/30/2015 56
Users can also create their own user-defined listings and
tabulations using the Case Listing and Case Data Analysis
reports from Argus and then include them in the periodic report
Periodic Reporting…
1/30/2015 57
Once developed, the report can be drafted, reviewed and submitted
through the interface, but the work/drafting of the report is offset to
the transactional server, thus freeing processing speed for the
application server
Periodic Reporting
1/30/2015 58
Once printed in FINAL mode, all cases included in the periodic report
receive a submission record in their case for clear inclusion in the
report and its tracking
Summary
1/30/2015 59
• Argus provides a sleek interface allowing for the rapid entry,
management and reporting of individual case safety data
• Argus provides interfaces for the generation of ad hoc
listings and tabulations with little IT support
• Periodic reports are relatively easy to build and track within
the system
• Dashboards allow for the comfortable display of case, report
and management information to help your safety team stay
organized
1/30/2015 60
Thank You!
For more information, please contact:
Rodney.Lemery@perficient.com
LifeSciencesInfo@perficient.com (Sales)
+1 919 462 6395 (U.S. Sales)
+44 (0) 1865 910200 (U.K. Sales)
www.facebook.com/perficient
www.perficient.com
www.twitter.com/perficient_LS

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Features of a World-Class Safety System

  • 1. Features of a World-Class Safety System Rodney Lemery, MPH, Ph.D., Director of Safety and Pharmacovigilance, Perficient facebook.com/perficient twitter.com/perficient_LSlinkedin.com/company/perficient
  • 2. 2 Perficient is a leading information technology consulting firm serving clients throughout North America and Europe. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities. About Perficient
  • 3. 3 • Founded in 1997 • Public, NASDAQ: PRFT • 2013 revenue $373 million • Major market locations: • Allentown, Ann Arbor, Atlanta, Boston, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Milwaukee, Minneapolis, New York City, Northern California, Oxford (UK), Philadelphia, Southern California, St. Louis, Toronto, Washington, D.C. • Global delivery centers in China and India • >2,600 colleagues • Dedicated solution practices • ~90% repeat business rate • Alliance partnerships with major technology vendors • Multiple vendor/industry technology and growth awards Perficient Profile
  • 4. Business Process Management Customer Relationship Management Enterprise Performance Management Enterprise Information Solutions Enterprise Resource Planning Experience Design Portal / Collaboration Content Management Information Management Mobile BUSINESSSOLUTIONS 50+PARTNERS Safety / PV Clinical Data Management Electronic Data Capture Medical Coding Clinical Data Warehousing Clinical Data Analytics Clinical Trial Management Healthcare Data Warehousing Healthcare Analytics CLINICAL/HEALTHCAREIT Consulting Implementation Integration Migration Upgrade Managed Services Private Cloud Hosting Validation Study Setup Project Management Application Development Software Licensing Application Support Staff Augmentation Training SERVICES
  • 5. Agenda • Case Entry – Duplicate Search – Various Data Points – Generating Narratives – Generating Letters • Case Reporting – Individual Case Safety Reporting (ICSR) • MedWatch • CIOMS-I • E2b – Submission Tracking • Case Management – Workflow – Worklists – Dashboards 1/30/2015 5 • Ad Hoc Reports – Case Data Analysis – Case Line Listing • Periodic Reporting – ICH PSUR/PBRER – NDA Periodic
  • 6. Argus Safety System • Io was a mortal woman and lover of Zeus. • Zeus' wife, Hera, was terribly jealous, and Zeus fearing for Io's life, turned her into a heifer to escape Hera's gaze. • But Hera was smart, and knowing of this deception, requested Io the heifer as a present. • She then sent the heifer to her dedicated servant Argus Panoptes, the all-seeing giant, who has been described as having 100 hundred eyes on his body which allowed him to keep a vigilant watch on Io the Heifer. 1/30/2015 6
  • 7. Case Entry… 1/30/2015 7 Case Actions  New Red-flagged boxes indicate required fields
  • 8. Case Entry… 1/30/2015 8 The [Search] button takes the information entered and queries the entire database for previously entered and matching cases to allow for the addition of F/U information
  • 9. Case Entry… 1/30/2015 9 The General tab contains entry fields for the reporter information, case categorizations and initial & F/U records for the case
  • 10. Case Entry… 1/30/2015 10 The Patient tab contains the demographic information on the patient of interest and allows for the recording of historical products, conditions or procedures
  • 11. Case Entry… 1/30/2015 11 The Product tab allows for the capture of indications and the specifics around product administration
  • 12. Case Entry… 1/30/2015 12 Multiple dosing regimens can be captured for complex products such as oncology products
  • 13. Case Entry… 1/30/2015 13 The Event tab contains the details for the event of interest in the case
  • 14. Case Entry… 1/30/2015 14 The system is loaded with a rudimentary, but effective, dictionary browser for both the MedDRA and WHO Drug dictionaries
  • 15. Case Entry… 1/30/2015 15 A case may have more than one event and they may be sequenced in accordance with company rules
  • 16. Case Entry… 1/30/2015 16 The Event Assessment sub-tab contains location where the local labeledness, core listedness, and the reporter and company causality records are stored with respect to the suspect company product(s) and the events
  • 17. Case Entry… 1/30/2015 17 The Analysis tab contains the case level assessments, as well as the various comment and narrative fields required in global reporting
  • 18. Case Entry… 1/30/2015 18 It is possible to build a comprehensive narrative that will take the information entered into the case and pull it into a paragraphical explanation of the case data
  • 19. Case Entry… 1/30/2015 19 The Activities tab contains records of action items and contact records used within the case entry/management process
  • 20. Case Entry… 1/30/2015 20 The Contacts section also facilitates the generation and sending of letter templates written in a template manner, similar to Auto- Narrative functionality in Argus
  • 21. Case Entry… 1/30/2015 21 The Action Items section contains the ability to assign tasks to other users or groups, so that activities are fully tracked with a start date, due date and completion date
  • 22. Case Entry… 1/30/2015 22 Among other things, the Additional Information tab allows for the attachment of source documentation to the case, as well as the ability to store it directly in the database (it can also integrate to Documentum)
  • 23. Case Entry 1/30/2015 23 Once attached, the object is available for direct review within the case
  • 24. Case Reporting… 1/30/2015 24 The Regulatory Reporting tab contains the critical records, documenting the global reporting needs for the case based on stored and configurable reporting rules per license and country
  • 25. Case Reporting… 1/30/2015 25 Reports can be displayed while in the case entry form using the hyperlinks. Final reports are generated only after locking a case
  • 26. Case Reporting… 1/30/2015 26 The Regulatory Reports can be managed from this screen by routing the report through a pre-defined workflow, once the final is generated
  • 27. Case Reporting… 1/30/2015 27 Once approved, the report may be submitted and the submission date documented
  • 28. Case Reporting 1/30/2015 28 The following ICSRs are capable of being produced and tracked within the system:
  • 29. Case Management… 1/30/2015 29 Throughout the life of the case, the responsibilities can be shared with various case processors/managers using the routing and workflow features of Argus
  • 30. Case Management… 1/30/2015 30 You can pass the case through the workflow using the forward and return buttons as needed… Bookin Case Processing Review Reporting Archive/ Close F/U
  • 31. Case Management… 1/30/2015 31 Each pass to the next step places the case into a New Case Worklist so that case processors/managers can accept the cases into their Open Case Worklists
  • 32. Case Management… 1/30/2015 32 In general, all of the worklists allow for the certain completion of tasks using the sub-menu from the screen that is contextually sensitive to the worklist being accessed Worklist New and Open Worklist Action Worklist Reports
  • 33. Case Management… 1/30/2015 33 The Coding Review screen summarizes all of the medical or drug coding required in the case in a single screen to allow the coder to perform all work without navigating through the case entry tabs
  • 34. Case Management… 1/30/2015 34 The Medical Review screen summarizes all of the clinically relevant data that is often used in the formal medical review process. The data is displayed as entry points or…
  • 35. Case Management… 1/30/2015 35 …visually as a timeline with filters
  • 36. Case Management… 1/30/2015 36 Argus comes with a variety of pre-loaded dashboard reports to aid in case management
  • 37. Case Management… 1/30/2015 37 List of Open Cases and where they are in the workflow
  • 38. Case Management… 1/30/2015 38 Quick Signal Report shows a six-month comparison interval
  • 39. Case Management… 1/30/2015 39 Expedited Reports display in an interactive form and allow easy review of reports and their statuses
  • 40. Case Management… 1/30/2015 40 You can get a visual representation of where cases are in the workflow using the dashboard
  • 41. Case Management 1/30/2015 41 Case Workload status and distribution can be displayed in the system or exported to Excel
  • 42. Ad Hoc Reporting… 1/30/2015 42 Argus has a built-in ad hoc reporting tool that facilitates the generation of line listing and tabulation reports with relative ease
  • 43. Ad Hoc Reporting… 1/30/2015 43 The CDA report allows for the selection of case entered data points to generate tabulated data
  • 44. Ad Hoc Reporting… 1/30/2015 44 The reports can be displayed, memorized or transmitted to others. The data format of the report can be exported to Excel as well
  • 45. Ad Hoc Reporting… 1/30/2015 45 The Charting option will display the information in various graphical formats
  • 46. Ad Hoc Reporting… 1/30/2015 46 The Line Listing Report allows for the selection of case data to be displayed in linear form which facilitates tasks like reconciliation
  • 47. Ad Hoc Reporting 1/30/2015 47 Line listing reports have a major limitation though, in the display of multiple rows of data even when the logic of the report wishes the data to be eliminated from the display. For example, if my listing wants to display all serious events and a given case has two events (1 serious and 1 non), then both rows display on the report even when I try to restrict it. However, even with this limitation, the ability to easily generate your own ad hoc reports with little to no IT assistance is likely worth it!
  • 48. Periodic Reporting… 1/30/2015 48 Argus allows for the generation of the listings and tabulations required in several global periodic reports You can create “templates” and reuse them or copy from an old report
  • 49. Periodic Reporting… 1/30/2015 49 The report allows for naming, categorization and selection of the agencies to which the information will be submitted
  • 50. Periodic Reporting… 1/30/2015 50 Products can be selected and targeted if needed
  • 51. Periodic Reporting… 1/30/2015 51 Options for inclusion criteria allow you to tightly focus on the data responsible for the report
  • 52. Periodic Reporting… 1/30/2015 52 The system allows for the indication of AEs of Special Interest on the report
  • 53. Periodic Reporting… 1/30/2015 53 A user can decide what additional fields of information should display on the listing sections of the report
  • 54. Periodic Reporting… 1/30/2015 54 The report also allows for the grouping of the data by certain fields
  • 55. Periodic Reporting… 1/30/2015 55 The PBRER tables are also included in the PSUR report, as well as a number of summary tabulations
  • 56. Periodic Reporting… 1/30/2015 56 Users can also create their own user-defined listings and tabulations using the Case Listing and Case Data Analysis reports from Argus and then include them in the periodic report
  • 57. Periodic Reporting… 1/30/2015 57 Once developed, the report can be drafted, reviewed and submitted through the interface, but the work/drafting of the report is offset to the transactional server, thus freeing processing speed for the application server
  • 58. Periodic Reporting 1/30/2015 58 Once printed in FINAL mode, all cases included in the periodic report receive a submission record in their case for clear inclusion in the report and its tracking
  • 59. Summary 1/30/2015 59 • Argus provides a sleek interface allowing for the rapid entry, management and reporting of individual case safety data • Argus provides interfaces for the generation of ad hoc listings and tabulations with little IT support • Periodic reports are relatively easy to build and track within the system • Dashboards allow for the comfortable display of case, report and management information to help your safety team stay organized
  • 61. Thank You! For more information, please contact: Rodney.Lemery@perficient.com LifeSciencesInfo@perficient.com (Sales) +1 919 462 6395 (U.S. Sales) +44 (0) 1865 910200 (U.K. Sales) www.facebook.com/perficient www.perficient.com www.twitter.com/perficient_LS