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Site Onboarding in Pragmatic Trials

This module provides a practical, workflow-first guide to onboarding and training participating sites in pragmatic clinical trials. It covers how to choose feasible training formats (in-person, virtual, brief on-unit) for busy clinical settings, how to make limited training time count by separating need-to-know actions from “for awareness” information, and how to reduce staff confusion by using concrete, role-specific instructions with clear accountability. You’ll also learn how to reinforce training with reusable materials (self-contained slide decks/handouts, short demo videos, FAQs/quick-reference sheets, and a version-controlled Manual of Operations, including special guidance for opt-out consent), plus how to plan timing, manage mid-trial changes transparently, and deliver targeted refresher training without overburdening sites. Download slide set: https://gamma.app/docs/Site-Onboardin... ** The video's content and narration were generated with the assistance of artificial intelligence, with human guidance and oversight throughout the process. **