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CTMS Module 13 of 29

RBM Plan

Risk-Based Monitoring with adaptive strategies and SDV optimization.

Module Overview

The RBM Plan module translates the RBQM strategy into an operational monitoring plan with adaptive monitoring strategies, targeted SDV, reduced source data verification, and site risk stratification. It enables monitors to focus on critical data and high-risk sites while maintaining comprehensive oversight through central monitoring.

Key Features

Adaptive monitoring strategy per site risk level
Targeted SDV focusing on critical data elements
Site risk stratification (high, medium, low)
Monitoring visit frequency optimization
Remote monitoring capabilities
SDV sampling plans with statistical justification

Workflow & Interface

Explore the module's workflow through interactive interface mockups showing each step of the process.

1

Site Risk Stratification

Classify sites by risk level based on enrollment, data quality, deviation history, and monitoring findings.

medifirm-ctms — module view
SiteRisk LevelEnrollmentData QualityMonitoring
MSK Cancer CenterLow92%96.8%Quarterly
Mayo ClinicMedium78%92.1%Monthly
AIIMS DelhiLow88%95.4%Quarterly
KarolinskaHigh45%82.3%Bi-weekly
NCC TokyoMedium62%89.7%Monthly
2

SDV Sampling Plan

Define source data verification sampling plans with statistical justification and critical data focus.

medifirm-ctms — module view
Targeted + Reduced SDV
100% of primary endpoint data
100% of SAEs and serious AEs
100% of consent forms
25% sampling (statistically justified)
On-site + Remote review
Risk-based per site classification
KRI breach triggers full SDV
3

Monitoring Visit Schedule

Risk-adaptive monitoring visit calendar with frequency adjusted by site risk level.

medifirm-ctms — module view

Total Sites

42

across 8 countries

High Risk

4

Bi-weekly monitoring

Medium Risk

12

Monthly monitoring

Low Risk

26

Quarterly monitoring

Module Connections

How RBM Plan integrates with other CTMS modules in the platform.

Receives fromRBQM Plan

Receives RBQM strategy and KRI definitions

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BidirectionalCentral Monitoring

RBM plan feeds central monitoring triggers

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BidirectionalSite Management

Site risk level drives monitoring schedule

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Receives fromEDC & Data Capture

SDV targets identified from EDC data

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Sends toQMS & CAPA

Monitoring findings linked to CAPA

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