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Federal Conflict of Interest (FCOI) Training for Federally Funded Researchers

Date Issued: January 28, 2021

A Rush specific tutorial has been created that covers Rush policy on Conflict of Interest (COI) and federal requirements on FCOI at 42 CFR Part 50 Subpart F, Promoting Objectivity in Research. This training is now offered through the new Rush Learning Hub, effective January 2021.

Click the link below to access the FCOI module within the Rush Learning Hub. Once accessed, click “Register” and then “Launch”. The video will be available for you to view.

FCOI-Promoting Objectivity

Researchers may also filter by course name in the Course Library at

It is important to store your training completion date for future reference and to provide proof of completion to the Rush Sponsored Program Administration (SPA) Office and COI Office.


The Study Activation Playbook is Now Available!

Date Issued: January 12, 2021

The Study Activation Playbook is a guide for navigating the study start up process for industry sponsored, clinical research billing (CRB) studies at Rush. Each chapter represents the standard work (including process steps and timeframes) involved in each aspect of the study activation process. This document was created in direct collaboration with process owners and other key stakeholders as part of a Study Activation Improvement Event. Section headers indicate the owners / approvers for each standard work chapter, as well as the date of last update. This playbook will be updated and augmented as necessary. Playbook chapters include:

  • Chapter 1: Coverage Analysis
  • Chapter 2: IRB
  • Chapter 3: Budget Negotiations
  • Chapter 4: Contract Submission to Execution
  • Chapter 5: Financial Review Signoff
  • Chapter 6: ORA Sync
  • Chapter 7: Revenue Cycle Sync
  • Chapter 8: Calendar Release

We hope you make use of this new resource. Please reach out to Jackie Rollin ( with additional questions about this resource.


Monitoring Informed Consent, HIPAA & Consent Documentation SOP

Date Issued: January 5, 2021

Effective February 1, 2019, the Office of Research Compliance (ORC) introduced a new Standard Operating Procedure (SOP) titled:  Monitoring Informed Consent, HIPAA & Consent Documentation.

The SOP outlines the process to monitor and assess investigator compliance with regulations and Rush policies relating to Informed Consent (IC).

Criteria for review include the following:

  • The study is newly approved by the IRB (First 3 consents will be reviewed)
  • Individuals obtaining consent who are new to Rush or new to obtaining research consent (First 3 consents will be reviewed)
  • Required re-consenting of study subjects (ie. amendment approval or IRB decision) (First 2 re-consents will be reviewed)
  • A COI Management Plan was issued and requires the ICF to be amended and, if necessary, the re-consenting of currently enrolled subjects (First re-consent will be reviewed)

If unsatisfactory results are obtained, monitoring will continue until demonstrated successful passing of all elements of proper ICF execution is obtained.

The review is performed remotely either through REDCap (for studies registered in OnCore) or email submission (for studies not registered in OnCore). If the study is not registered in OnCore, an ORC staff member will contact the research team to notify them that ICF review is required for that study.  They will be directed to submit the necessary documents via email to  Materials reviewed include:

  • Copy of the executed Informed Consent Form (ICF)
  • Copy of the documentation of the Informed Consent Process (signed and dated by the individual obtaining consent)
  • Copy of the Subject’s Demographics Page (if not registered in EPIC)
  • Copy of the executed Assent Form (when applicable)
  • Copy of the executed Short Form (when applicable)
  • Copy of the executed HIPAA Authorization (when applicable)

Questions about the SOP or process for complying can be directed to:

 Jennifer Strong, MS, CCRP.

Research Compliance Specialist, Office of Research Compliance


Informed Consent Education Sessions 2021

Date Issued: January 5, 2021

What: Rotating WebEx sessions to discuss all aspects of the informed consent process for research participants

When: 2nd Thursday of every month

Time: 12 noon to 1 p.m.

When and where:

Bring ANY questions, concerns, thoughts, ideas, forms, (ICF related) you would like to discuss.


Informed Consent Form (ICF) Rush Learning Hub Training Modules

Date Issued: January 5, 2021

The Office of Research Compliance (ORC) created online training modules in response to the needs of the research community. 

Click the link below to access the Rush Learning Hub.  Once accessed, click “Register” and then “Launch”.  The video will be available for you to view.

Learners can self-enroll or, in some cases, the ORC is able to assign these modules to employees and/or to those who have exhibited a need for further education post EQuIP audit.


Suggested REDCap Language for Publications

Date Issued: January 1, 2021

REDCap requests that the following language be used in publications that used REDCap for data collection and management:

Study data were collected and managed using REDCap electronic data capture tools hosted at Rush University Medical Center.1,2 REDCap (Research Electronic Data Capture) is a secure, web-based software platform designed to support data capture for research studies, providing 1) an intuitive interface for validated data capture; 2) audit trails for tracking data manipulation and export procedures; 3) automated export procedures for seamless data downloads to common statistical packages; and 4) procedures for data integration and interoperability with external sources.


1PA Harris, R Taylor, R Thielke, J Payne, N Gonzalez, JG. Conde, Research electronic data capture (REDCap) – A metadata-driven methodology and workflow process for providing translational research informatics support, J Biomed Inform. 2009 Apr;42(2):377-81.


2PA Harris, R Taylor, BL Minor, V Elliott, M Fernandez, L O’Neal, L McLeod, G Delacqua, F Delacqua, J Kirby, SN Duda, REDCap Consortium, The REDCap consortium: Building an international community of software partners, J Biomed Inform. 2019 May 9 [doi: 10.1016/j.jbi.2019.103208]


For questions, please contact:

Crista Brawley, PhD, CCRP

AVP, Res Reg Ops


Subject Enrollment Standard Work Announcement

Date Issued: November 13, 2020

As you are aware, the Rush Subject Enrollment Policy OP-661 indicates that, for those studies requiring a full coverage analysis, each individual subject must be registered in the CTMS (OnCore) within 24 hours of consent and have their informed consent form uploaded to REDCap within 24 hours of consent.

A group of Research Administrators, Clinical Research Coordinators, and other subject matter experts recently participated in an improvement event designed to standardize and improve the subject enrollment process. Over the course of the past month, this group has developed and experimented with a series of tools and job aids that we have packaged for your use and access. This Subject Enrollment Standard Work Package consists of the following:

• Research Administrator Subject Enrollment Standard Work 
• Clinical Research Coordinator Subject Enrollment Standard Work
• Research Administrators – Key Reports in OnCore
• Clinical Research Coordinators – Key Reports in OnCore
• How to View Informed Consent Forms in REDCap - Research Administrators
• Virtual Daily Huddle / MS Teams
• Subject Enrollment - Key Resources
• Subject Management Trainings - Pre-Requisites

The purpose of this Subject Enrollment Standard Work Package is to highlight the best and most waste-free way of enrolling research subjects that we currently know and to encourage a more standard approach to subject enrollment activities. We hope that these resources will allow you and your teams to employ creative solutions developed and validated by a group of your own colleagues. We recommend that each department follow the standard work outlined above and use the tools developed to help promote adherence to the Subject Enrollment Policy.

Please reach out to Crista Brawley ( with additional questions about this policy.



REDCap is a secure web application for building and managing online surveys and databases. While REDCap can be used to collect virtually any type of data in any environment (including compliance with 21 CFR Part 11, FISMA, HIPAA, and GDPR), it is specifically geared to support online and offline electronic data capture for research studies and operations.

Rush REDCap by default will allow any Rush employee with a valid Rush user name and password to login into REDCap here.

If you don’t currently have a Rush account or you are not a Rush employee then you will not be able to login to Rush REDCap. Please perform the following steps to request an external/collaborator REDCap account:

  • Fill out the account request form using the following link: REDCap Account Request.
  • Once a user completes the form above, the PI/Sponsor will receive an email notification requesting the PI/sponsor to authorize the user for a new REDCap account.
  • Rush IS will create a new REDCap account and send the account information to the user.

Note: The PI/Sponsor is responsible for sharing the external/collaborator REDCap account request above to the external/collaborator.

Please visit REDCap at Rush University for REDCap Office Hours, FAQs, and more information.


Amendments for Sync Changes

Occasionally, during the synchronization process, changes to the Costs and Research- Related Injury sections of the consent document are required in order to ensure that the study’s contract is in agreement with the information provided in the consent document. These changes are facilitated via Amendment for review and approval by the IRB. We ask that you now include a copy of the correspondence (the document that specifies the changes that need to be made) that you receive from the Sync Specialist in your Amendment. The inclusion of this document is a quality assurance measure that ensures that the IRB has the necessary documents to complete their review.

We will continue to use our normal channels of communication (Research Administrator’s Forum, Rush Research Portal Home Page, and Rush research list- servs) to educate our research community on these topics. We will also plan for other opportunities to discuss as needed.

Please feel free to reach out with any questions at 312.942.6855 or


Quick Reference Guide for Clinical Trial Agreements

 Hello Research Community!

 The following can now be found under the “Grants and Contracts” Section to the left, as well as two available CDA forms. To help you through the Clinical Trials contracting process, here is the content.

Institution’s Legal Name:             Rush University Medical Center (“RUMC”) (includes the University, RUMG, ROPH, and all subsidiaries)

Institution’s Address:                   1653 West Congress Parkway, Chicago, IL 60612

Parties to the Agreement:            RUMC and Sponsor

The Principal Investigator is not a party to the Agreement, but will sign the agreement to document that they have read and acknowledged the agreement.




Vice Provost for Research

Rush University Medical Center

Office of Research Affairs

1653 West Congress Parkway

Chicago, IL 60612

Fax: (312) 942-2874


With a copy to:

General Counsel

Rush University Medical Center

Office of Legal Affairs

1700 West Van Buren Street, Suite 301

Chicago, IL 60612

Fax: (312) 942-4233




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