Opening Doors to Data

Main Conference: 15 - 16 May
Workshops: 17 May
Training: 17-18 May

Join us at OC23!
Register early for special pricing

This year it’s all about opening doors to data so you can get your job done easier, faster and better than ever. We’ll spend our time together creating studies, building and optimizing forms, and getting comfortable with all the new features, enhancements and functionality you’ve come to expect from us.

In addition to our expert training professionals, we’re featuring special sessions created by customers. The main conference offers two programming tracks to expand your choices and best match educational experiences with your interests.

Join us for two, three or five days packed with hands-on learning.


Main conference, workshops and training available separately or together.

Main Conference (15 - 16 May)Workshops (17 May)Super User Training (17 - 19 May)

Main User Group Conference

Monday, 15 May, 11:30 am – 4:30 pm

11:30 – 12:30: Welcome Lunch

12:30 – 1:30

Track A: New Feature Round Up!

Features & functionality to make your job easier. Annotated eCRFs | Centralized & Automated Protocol Calendar | Dynamic Defaults

Track B: So Long, SDV!

How automated source data capture reduces manual data transcription, increases accuracy and makes clinicians happy.

1:30 – 2:30

Track A: Building Data Pipelines: Different Modes of Data Capture.

From paper to eSource, understand all the ways OC can support and streamline your data capture.

Track B: Customer Case Study: Automating Data Transformations & Imports.

Learn how Siemens utilizes OC’s data transformation module to increase efficiency so they aren’t wasting countless hours importing & cleaning large amounts of raw data.

2:30 – 3:30

Track A: Customer Case Study: Getting to SDTM: Designing for the End Goal.

Track B: Customer Case Study: Migrating Data Mid-Study - Lessons Learned from Migrating 12 Studies in 12 Months.

Migrating data mid-study is no small feat. But getting data out of a legacy system and into OC’s EDC is more than worth it.

3:30 – 4:30

Track A: Partner Presentation: Randomization and Supply Management.

Track B: Ditch the Spreadsheet! The Power of Insight to Ease your Workflow.

Insight is a powerful product that can ease your workload in a number of significant ways. Get the instruction you need to put it to work for you.

5:00 – 8:00: Included in registration: Dinner & drinks at Coco Momo Kensington!

Tuesday, 16 May, 8:00 am – 4:00 pm

8:00 – 9:00: Breakfast

9:00 – 10:00: Keynote: Opening Doors to Data

10:00 – 11:00

Track A: Introducing eConsent: Beyond the Signature.

eConsent goes beyond the digitally-compliant signature to give you an easy way to create and share engaging digital experiences for remote and in-person participants.

Track B: Image Adjudication

Learn how OC smart forms and powerful logic support a variety of adjudication workflows.

11:00 am – 12:00

Track A: Your Digital Front Door: Improve Participant & Clinician Satisfaction.

Attracting & retaining trial participants is getting harder. CRCs are burnt out. Learn how to leverage OC to help increase engagement & satisfaction for participants and clinicians alike.

Track B: Clinical Monitoring with OpenClinica.

Learn how to simplify your clinical monitoring strategy to save you time, energy and frustration. Understand how to consolidate form/events requiring verification into a single Insight dashboard. Upgrade your approach from task lists to deep-linking directly with participant details page.

12:00 – 1:00: Lunch

1:00 – 2:00

Track A: Sneak Peek: Releases & Roadmaps.

Plan ahead! Get the low-down on upcoming releases and roadmaps.

Track B: Calculations and Functions in Forms: Get Smarter about Study Efficiency and Data Quality.

Learn calculations, functions and logical expressions in a simple and understandable format. Create eCRFs and use XPath calculations with confidence to optimize your study efficiency and data quality.

2:00 – 3:00

Track A: Customer Case Study: Alternative Ways to Use OC: Safety Data Management Systems.

We love innovative thinking! Learn how one customer uses OC as a safety data management system (SDMS).

Track B: Special Customer Presentation: TBD.

Check back for details.

3:00 – 4:00

Farewell Tea: Ask Us (almost) Anything!

An open forum to ask questions around issues specific to you. Questions submitted in advance to help our team prepare. Bring it!

Note: Registration includes breakfast, lunch, tea and Monday’s dinner.


Wednesday, 17 May, 8:00 am – 3:30 pm

Workshop One: The Art of the Possible: Insight Dashboards & Reporting

In this full-day workshop you will dive into the best-kept secrets of OpenClinica Insight. You’ll learn how to take full advantage of built-in reporting and dashboard creation to get your job done easier, faster and more accurately than ever before. It’s past time to ditch spreadsheet reporting and let purpose-built technology do the heavy lifting for you.

Suitable for: All skill levels

Learning objectives: You’ll walk away knowing:

    • What data are in Insight and how they are organized
    • Where to find key data reports across: clinical data, statuses, summary-level study information, SDV, Queries and audit logs
    • How to build and use both basic and advanced visualizations using built-in tools
    • How to build dashboards for yourself and external stakeholders
    • What the basics of relational databases are and their value to Insight success
    • How to combine data from different tables
    • What SQL is, how to craft SQL queries, and which built-in tools help you work with SQL in Insight

We’ll also explore advanced Insight capabilities such as embedded reporting on PDP, Participate or third-party apps; segments and metrics; URL generation for linking to OC pages.

Workshop Two: Advanced Form Building & Logic Calculations

Are you ready to take your OpenClinica form-building skills to the next level? This full-day workshop will cover best practices for creating eCRFs and advanced XPath calculations to help you optimize your study efficiency and data quality. In a step-by-step process, you will add new techniques and skills across key form concepts. We’ll explore guiding principles of study design; design roles and responsibilities, how to create libraries, manage timelines, develop time-saving cross-form calculations, and how to test your study design process before implementation.

Suitable for: Users who have either attended super user training or have some form building experience.

Learning objective: You’ll walk away knowing:

    • How to improve data quality with form design best practices and study build methodologies
    • How to improve data reliability through cross form calculations and error checking methods
    • How to use complex calculations to process, move, and reuse data for skip logic and edit checks
    • When and how to use XPath expressions
    • How to add filters to your expressions to target specific datasets based on user entered data

We’ll also focus on developing the problem-solving skills you need to walk through any form-building challenge.

Workshop schedule (both workshops):

8:00 – 9:00 – Breakfast

9:00 – 12:00 – Workshop, part one

12:00 – 1:00 – Lunch

1:00 – 3:30 – Workshop, part two


Note: Workshops held in parallel with each other and the first day of SUT. Additional fees apply for workshops and super user training, See registration page for details. Registration includes breakfast, lunch and tea.

Super User Training (SUT)

Wednesday – Friday, 17 – 19 May

Our most comprehensive course that prepares data managers and study designers to productively work with OpenClinica. This highly interactive, in-depth training is designed and taught by the same professionals who design, build and test the OpenClinica software.

Learning objective: Become a confident and effective study builder; enhance existing skill; optimize settings and workflows; learn often overlooked functionality; troubleshooting; tips and tricks.

Suitable for: All skill levels

Note: The first day of SUT is held in parallel with workshops. Check workshop tab for details.

Wednesday 17 May

8:00 – 9:00 – Breakfast

9:00 – 12:00 – System demo; introduction to workspaces; form building basics

12:00 – 1:00 – Lunch

1:00 – 3:30 – Publishing to test; testing form logic; review and revise; leveraging OC resources and support

Thursday 18 May

8:00 – 9:00 – Breakfast

9:00 – 12:00 – Publishing to production; sharing the study internally and externally

12:00 – 1:00 – Lunch

1:00 – 3:30 – Advanced form features (e.g. calculations, cross-form logic, external lists)

Friday 19 May

8:00 – 9:00 – Breakfast

9:00 – 12:00 – Data imports; data extracts; reporting, dashboards and data visualization

12:00 – 1:00 – Lunch

1:00 – 3:30 – Managing ePRO and randomization modules; notification actions; scheduling rules


Note: Additional fees apply for workshops and super user training. See registration page for details. Registration includes breakfast, lunch and tea.



Conference Location

58 Prince’s Gate, London SW7 1QQ

Owned and run by Imperial College London, 58 Prince’s Gate forms part of the Freake Estate, designed by Charles James Freake in the 19th century. Located in the heart of South Kensington, this impressive house boasts Edwardian features, original chandeliers and historic paintings. 58 Prince’s Gate is easily accessible by public transportation and close to downtown and major attractions.


Monday Evening Dinner & Drinks

Coco Momo Kensington
25 Gloucester Rd, South Kensington

Coco Momo Kensington is a bright and airy café, bar and British brasserie in one of London’s most sought after areas.



South Kensington is home to many lovely accomodations within walking distance of the conference venue.

We have arranged a discounted rate for conference attendees at The Bailey’s Hotel London Kensington.





Discount: 10% off online rates and reduced breakfast from £22.50 to £15 per person
Use code: Openclinica
Travel dates: 14.15.2023 to 20.05.2023
Guests need to provide credit card to guarantee the booking.
Online payment link will be sent once booking confirmed.
Cancellation policy is 30 days before date of arrival.
Call 44 2073 736000 or email


Note: Lodging and transportation are not included in registration.


Conference address: 58 Prince’s Gate, London SW7 1QQ

Monday’s dinner: Coco Momo, 25 Gloucester Rd, South Kensington, SW7 4PL



OC23: Opening Doors to Data

Sign up today for two, three or five days of hands-on learning!

15  – 19 May

London, England


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