Knowledge Base for Admins

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Knowledge Base for Patients

Circle Roles

Sections

Corresponding Clinician Articles
CIRCLE ROLE /
 AVAILABLE ACTION
Circle Founder Circle Admin Circle Member Subscriber's Team Member inCytes Admin (from the admin panel)
   Create/archive Circle         ü
   Email Circle member ü ü ü ü ü
   Add case ü ü ü ü  

   Edit Circle information:

  • background image
  • logo
  • address
  • phone
  • Circle description
  • Circle name
  • treatment / indication
  • set PI region
  ü   ü ü

   Manage Circle members

  • invite (funded /not funded)
  • remove
  • make administrator
  ü   ü ü
+start/stop funding
   Export full raw export   ü  

 

ü
*when Subscriber=administrator

ü
   Edit Circle alias when has own protocol version ü ü ü

 

 

 

ü
*1. When Subscriber has own protocol version
2. For the Circle protocol version when Subscriber=administrator

 

ü
*Edit Circle alias for any Circle or custom version

   Leave Circle     ü
*if there're no active cases
   
   Export statistics         ü

   Allocate

  • cases
  • subscriptions
        ü
   Set subscription expiration date         ü
   Add clinician’s T&C         ü
   Select Private Protocols         ü
   Assign Funder / Founder /Administrator         ü

   Generate link for:

  • self-enrollment patients 
  • auto-join Circle
        ü

Types of inCytes Accounts

Investigator

Investigators are primary account holders, who hold the unique ability to join/create Circles and if desired, manage their own Patient and Case lists. Investigators can be practitioners, clinics, Sponsors, and anyone else who wants full access to inCytes™ functionality.


Set Up an Investigator Account

(Investigator’s) Team Member

To assist in patient registration and data collection, Investigators can invite team members to their accounts. These team members are healthcare professionals who assist you with certain functions in your daily practice.  Team Members have full read/write access to their Investigator’s account, including their sensitive Case and Patient lists. All Team Member activities are performed under the brand, control and ownership of the parental Investigator. Team Members are ideal for trusted nurses, office staff, and/or close groups of clinicians. A team member can only belong to one Investigator.

Team member’s subscription costs an extra $35 for Investigator.


How to Invite a Team Member

 Investigator vs Team Member 

The investigator is the owner of the account and any data collected by patients associated with their account.  
Team members share branding and patients with their associated investigator. They may enroll new patients for their investigator, but do not own any data. Team members may only ‘belong’ to one investigator at a time, and automatically join the Circles which their investigator has joined. 
In short, it’s like sharing your account without sharing your credentials to it. 

Service Providers

- a third-party role for inCytes™ Circles. Service Providers can be laboratories, call centers, or scribes, and their permissions can be restricted to certain tasks, such as outcomes follow up or a laboratory task. 

We have a flexible system of granting access to data for Service Providers. Learn more about different levels of access for Service Providers and select the option that best meets your requirements.

Types of Circle Roles 

All the data collection and analysis on our platform is built around Circles. Creating a Circle supposes having different roles within it: 

  • Funder - a user or non-user financially responsible for funding subscriptions and cases
  • Investigator:

             - Circle Founder

            - Circle Administrator 

            - Circle Member

  • (Investigator’s) Team Member 
  • Service Provider 

Circle Role(s)


‍Circle Members

Circle Members are Investigators who elect to share their Case data, but not their actual Cases/patients, with other Circle Members. Circle Member access is ideal for independent Investigators participating in a study, registry, trial or other multi-center initiative.

How to Invite Circle Members


Each Circle role has its settings and permissions to perform different actions within a Circle:

Circle Founder
  • a person who requested a Circle on their behalf

Circle Admin

  • the user responsible for the establishment of a Circle, including the Circle’s name, PHI settings, observational protocol, descriptions, and membership. Circle administrator can re-assign the role if required.

Circle Member
  • a user who accepts an invitation from a Circle administrator to participate in a Circle

CIRCLE ROLE / 
AVAILABLE ACTION
Circle Founder  Circle Admin  Circle Member  Team Member  Service Provider as Main or Alternative assignee  Service Provider with global access to protocol  Investigator (does not depend on the Circle role) with Service Provider access 
Add a patient/Edit a patient  ü 
* owns patient data 
ü 
* owns patient data 
ü 
* owns patient data 
ü    ü 
*only with Read-and-Write access 
ü 
* only create patients for his/her own account 
  Add case  ü 
* owns the case and  patient data 
ü 
* owns the case and  patient data 
ü 
* owns the case and  patient data 
ü 
* never owns patient nor case  data. The data belongs to Team owner (=main subscriber) 
    ü 
* only create patients and cases for his/her own account 
  Export full raw export     ü    ü      
*only for team members who are part of Circle Admin team 
Export your data  ü ü ü ü     ü
Access You data in graphs (Report Builder/Circle)  ü ü ü ü     ü
Access All Circle data in graphs (Report Builder/Circle)  ü ü ü ü     ü
  * based on the permission granted  * based on the permission granted  * only if the Team Owner was granted the permission within the Circle    
Access your patients’ PI data in exports  ü ü ü
ü
    ü
* only if the Team Owner was granted the permission within the Circle 
Access All Circle patients’ PI data in exports  ü ü ü ü     ü
* based on the permission granted  * based on the permission granted  * based on the permission granted  * only if the Team Owner was granted the permission within the Circle 
Brand your own Team for Patient communication and Benchmarc  ü ü ü ü     ü
  Brand Circle for Patient communication and Benchmarc: 
- logo
- address
- phone
-  Circle description
- background image 
- Circle name
- treatment/ indication
- set PI region
ü ü    ü
*
only for team members who are part of Circle Admin team
     
  Manage Circle members: 
- invite (funded and not funded users) 
- remove
- make administrator
   ü    ü
*
only for team members who are part of Circle Admin team 
     

Benefits of Independent Accounts 

Clinical staff derive multiple benefits from having independent team member accounts, rather than sharing account credentials and access to an investigator account:  

Re-Sharing Shared Credentials 

Having multiple accounts helps you avoid situations when shared credentials are accidentally re-shared with an individual unrelated to your organization. 

Activity Tracking and Transparency 

Sharing one account will not give the transparency on Who actually performed relevant actions with patients and cases.  

In the case of separate accounts, you can easily track which individual performed any account-related action. 

Employee Turnover 

With separate accounts, you don’t need to change credentials every time a user with shared-account access leaves. 

The onboarding and offboarding experience of team members can be as simple as inviting a newcomer to the team and retrieving their access in 1 click, which adds an additional level of security to your PII data access.  

Two-Factor Authentication 

Two-Factor Authentication is tied to a single device, which may be cumbersome when sharing an account. By creating team member accounts, each account may be tied to a separate Two-Factor Authentication.