--- title: "Cardiac Solutions Help" slug: "cardiac-solutions-help" updated: 2026-10-06T13:56:30Z published: 2026-10-06T13:56:30Z canonical: "help.clario.com/cardiac-solutions-help" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.clario.com/llms.txt > Use this file to discover all available pages before exploring further. # Cardiac Solutions Help Find the right Cardiac Solutions help faster: organized around how you work in the **Clario Portal**. On this page you'll find guides for site setup, ECG submission, clinical data review, queries and DCRs, reports, supplies, and reference materials. Use the links on the right to jump to a topic, or scroll to browse every guide in that section. #### On this page [Getting started](/docs/cardiac-solutions-help#getting-started)[Submitting ECG data](/docs/cardiac-solutions-help#submitting-ecg-data)[Clinical data](/docs/cardiac-solutions-help#clinical-data)[Data management](/docs/cardiac-solutions-help#data-management)[Reports](/docs/cardiac-solutions-help#reports)[Devices and supplies](/docs/cardiac-solutions-help#devices-and-supplies)[Reference materials](/docs/cardiac-solutions-help#reference-materials) #### Help we thought you'd need Site qualification Register a site 1. Start site registration from your study home page. 2. Enter site details, contacts, and roles on the Site Qualification Form (SQF). 3. Review and submit the SQF, then wait for study approval. ↗ [Register a site](/ch/docs/registering-a-site-and-submitting-an-sqf) Data management Queries and DCRs 1. Learn what **Queries** and **DCRs** are and where to find them. 2. Open the **Data Management** tab from the navigation panel. 3. Review open tickets and respond or submit corrections as needed. ↗ [Queries and DCRs](/ch/docs/introduction-to-queries-and-dcrs) Portal dashboard View ECG metrics 1. Open the **Study Metrics** widget on your study home page. 2. Press **Details** to open the metrics window. 3. Review site, subject, and ECG study data. ↗ [View ECG metrics](/ch/docs/viewing-ecg-metrics) Data management Respond to a query 1. Open **Data Management** and locate the open query. 2. Review the query details and required action. 3. Submit your response and close the query when complete. ↗ [Respond to a query](/ch/docs/responding-to-a-query) ## [Getting started](/ch/docs/cardiac-safety-help) Register your site, set up users, and orient yourself on the study home page before you submit ECG data or manage tickets. ### Register a site and submit an SQF Register a research site and submit a Site Qualification Form (SQF) in the Clario Portal. [Open article↗](/ch/docs/registering-a-site-and-submitting-an-sqf) ### Create a site user Add a new user to an existing site and assign roles. [Open article↗](/ch/docs/creating-a-site-user-for-an-existing-site) ### View ECG metrics Open the **Study Metrics** widget to review study and site data. [Open article↗](/ch/docs/viewing-ecg-metrics) #### More in this area [Editing contact information](/ch/docs/editing-contact-information): Review and update your contact details the first time you sign in. [Viewing saved site qualification forms](/ch/docs/viewing-saved-sqfs): Find SQFs you've saved and resume work until you're ready to submit. [Updating the Principal Investigator role](/ch/docs/updating-the-principal-investigator-role): Request a PI role update through Clario Customer Care. [Updating user permissions](/ch/docs/updating-user-permissions): Edit a user's study roles and submit the change for approval. [Removing a user from the Clario Portal](/ch/docs/removing-a-user-from-the-clario-portal): Remove a user from your study in Study Permissions. ## [Submitting ECG data](/ch/docs/cardiac-safety-help) Send ECGs to Clario using digital waveform transmission, depending on how your study is configured. ### Transmit digital ECG waveforms Use **Digital Upload** to send waveform files from external media. [Open article↗](https://expertportal.ert.com/Portal.Help/#t=How_Do_I_Submit_a_Data_Entry_.htm) ## [Clinical data](/ch/docs/cardiac-safety-help) Search, filter, and review clinical data, including ECG source reports and waveforms, in the **Clinical Data** tab. ### Search clinical data Find specific records using the available search filters. [Open article↗](/ch/docs/searching-clinical-data-by-type) ### View ECG source reports Open source reports for transmitted ECG data. [Open article↗](/ch/docs/viewing-ecg-source-reports) ### View an ECG waveform Open the waveform viewer for a selected ECG. [Open article↗](/ch/docs/viewing-an-ecg-waveform) ## [Data management](/ch/docs/cardiac-safety-help) **Queries** and **Data Correction Requests (DCRs)** help you resolve data issues and request corrections. Open the **Data Management** tab to work open tickets. ### Introduction to queries and DCRs Learn what queries and DCRs are and where to find them. [Open article↗](/ch/docs/introduction-to-queries-and-dcrs) ### Find and open queries Locate open queries and DCRs in **Data Management** and open the **DCR Status** window. [Open article↗](/ch/docs/finding-and-opening-queries) ### Respond to a query Review query details and submit your site response. [Open article↗](/ch/docs/responding-to-a-query) ### Create a DCR to update visit information Submit a Data Correction Request for visit or subject data. [Open article↗](/ch/docs/creating-a-dcr-to-update-visit-information) #### More in this area [Need an overview?](/docs/cardiac-solutions-help#hub-spotlight-queries-dcrs): Jump back to the Queries and DCRs spotlight card at the top of this page. [Need to respond to a query?](/docs/cardiac-solutions-help#hub-spotlight-respond-query): Jump back to the Respond to a query spotlight card above. ## [Reports](/ch/docs/cardiac-safety-help) Access interactive dashboards, subject-level ECG reports, data exports, and study status forms from **Study Reports** and related areas. ### View Interactive Reports Open study, site, and subject dashboards in **Interactive Reports**. [Open article↗](/ch/docs/viewing-interactive-reports) ### Participant-level ECG reports Find and open participant-level ECG reports in the Clario Portal. [Open article↗](/ch/docs/navigating-the-subject-level-ecg-reports) ### Create an ECG data export report Generate on-demand ECG data export reports for your study. [Open article↗](/ch/docs/creating-an-ecg-data-export) #### More in this area [Exporting Interactive Reports](/ch/docs/exporting-interactive-reports): Download Interactive Reports data in a format that's easy to save and share. [Accessing review reports for ECG analysis](/ch/docs/accessing-review-reports-for-ecg-analysis-and-source-reports): Open review reports for analysis and source data. [Downloading ECG data reports in bulk](/ch/docs/downloading-ecg-data-reports-in-bulk): Download multiple ECG reports at once. [Locating data status forms](/ch/docs/locating-data-status-forms): Find and download Inactivation and Reactivation Data Status Forms. [Viewing Holter Arrhythmia reports](/ch/docs/viewing-holter-arrhythmia-reports): Locate, filter, and download Holter Arrhythmia reports when configured for your study. ## [Devices and supplies](/ch/docs/cardiac-safety-help) Order supplies, track shipments, and respond to equipment return notices from the Clario Portal. ### Order additional supplies Request additional study supplies for your site. [Open article↗](/ch/docs/ordering-additional-supplies) ### Check order status Track the status of supply orders you have placed. [Open article↗](/ch/docs/checking-your-order-status) ### Check shipping status Follow inbound and outbound shipments for your site. [Open article↗](/ch/docs/checking-your-shipping-status) ### Equipment return notices View return request notices when equipment must be sent back. [Open article↗](/ch/docs/viewing-return-requests-notices) ## [Reference materials](/ch/docs/cardiac-safety-help) Access study manuals, equipment guides, and training resources published for your protocol. ### Access reference materials Open study-specific manuals, memos, and site forms. [Open article↗](/ch/docs/accessing-reference-materials) ### Access Clario Learn Open Clario Learn training assigned to your study or role. [Open article↗](/ch/docs/accessing-clario-learn)