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  1. There are two types of protocols that are supported by OpenSpecimen:

    1. Specimen-centric: for studies in which no patient data is collected or tracked with the sample (biobanking) 

    2. Participant-centric: for studies in which participant demographic and disease-specific data is collected, stored, and linked to specimen data.

      1. Planned: Longitudinal studies can be designed to specify details regarding specimen collection for predefined time points.

      2. Unplanned: No defined visits or specimen requirements are set allowing the user to record the collection of any specimen type at any time.

  2. Listed below are key features associated with each Collection Protocol type:

Feature

Specimen-centric

Participant-centric

Planned

Unplanned

Customized storage container design and organization

X

X

X

Automatically assign next available storage location

X

X

X

Restrict storage location by sample type or study protocols

X

X

X

View of storage container contents by specimen ID

X

X

X

Maintain traceability of derivatives and aliquots

X

X

X

Track specimen processing events

X

X

X

Track distributed samples

X

X

X

Record samples received back from customers or processing labs

X

X

X

Customized Queries, Reports, Invoices

X

X

X

Bulk operations

X

X

X

Store samples without patient data (Biobanking)

X

Track storage of legacy samples without participant data

X

 

Patient data is collected with specimen

 

X

X

Consent statements are tracked and stored

 

X

X

Collect multiple specimens over time from the same participant

 

X

X

X

Collection events and specimen requirements can be set in advance

 

X

...

Set predefined visits with expected timing

X

Collect visit-specific patient information

X

Set specimen requirements for each expected visit

X

 General Laboratory Management capabilities of OpenSpecimen

  1. Opportunity for labs to comply with FDA and CLIA regulations for securing specimens

  2. Assign roles to users that will restrict access to PHI and access to specific Protocols

  3. Associate Individual consent statements with each patient

    1. Query users by specific consent events

    2. Attach signed consent pdfs

  4. Upload and extract text from Pathology Reports

  5. Design specimen requirements per visit instructing coordinators regarding collection criteria

  6. Query samples or participants based on any criteria recorded in your Collection Protocol

  7. Create a customized dashboard with your metrics of interest

  8. Create custom Access restrictions to PHI based on user roles

  9. Consent statement tracking for each participant

  10. Upload of Pathology Reports

  11. Collection instructions to study coordinators

  12. Query interface to search for specimens or participants based on your own criteria

  13. Customized dashboard with metrics of interest

  14. Custom forms to record study-specific information

  15. Create derivatives and aliquots (may be defined in CP)

  16. Automatically generate and print labels Label creation according to a predefined schema

  17. Automatic assignment of storage locations to parent specimen, derivatives, and aliquots Restrict

  18. Restricting sample storage by Sample Type type and/or Collection Protocol

  19. Record Processing Events, for example:

    1. Freeze (recording freeze media used)

    2. Fixation (record fixative used)

    3. DNA/RNA extraction, etc.

  20. Reserve Recording of specimen processing events

  21. Reservation of specimens for specific projects or collaborators

  22. Automatically mark specimens as ‘closed’ when exhausted

  23. Distribute and receive specimens for outsourcing or collaborations

 What OpenSpecimen Does Not Provide or Offer

  1. A clinical laboratory information management system (LIMS)Reporting functionality for distribution and receiving

Features not supported in OpenSpecimen

  1. Managing large scale laboratory processes. OS is not a general LIMS.

  2. Direct interface with Epic (this option is supported by OS, but the University of Utah does not yet support this option).

    • If you are interested in an interface for your lab, the laboratory director should complete a Help Desk ticket

  3. Ability to use Utilization of your legacy sample numbering system as the primary participant ID or specimen IDs.

  4. Automatic translation and upload of legacy data

    1. Supports manual upload of bulk data in .csv format

    2. User must map legacy data fields to fields in OpenSpecimen

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  1. If projects are assigned different IRB numbers, use one Collection Protocol per IRB.

    1. Add the same participant to multiple CPs with the click of a button

    2. Restricts study-specific data to the appropriate protocol

    3. Distribute specimens to the specimen-centric Tissue Bank Protocol for storage without compromising PHI

    4. Tissue Banks that store PHI and other patient data will use a Participant-centric protocol.

  2. You must be Be open to change regarding modifications to the your current sample process flow and specimen labeling schema used by your laboratory.

    • Import of legacy data can be performed maintaining the current sample labeling, but implementing new specimen labeling will likely be necessary.

  3. If custom data fields are required by the Collection Protocol, custom forms can be designed, but this process involves a learning curve to use the advanced features. The BMIC is here to help with thatcan offer support.

  4. A networked label printer is required for label printing.