Overview
Medical Coding is the app for standardizing verbatim terms collected in CRFs against medical dictionaries such as MedDRA. It provides a centralized interface to review, search, and assign standardized codes to subject data entries, and to manage reusable aliases for recurring terms.
Access Medical Coding from: Study → Medical Coding (in the top navigation bar)
URL: /study/[studyId]/apps/medical-coding
The app has two main sections:
- Medical Coding — Review and code verbatim terms
- Alias Management — Manage reusable verbatim-to-code mappings
Medical Coding
Summary Stats
At the top of the page, a summary bar shows the current coding status across all entries:
| Stat | Description |
|---|---|
| Total | Total number of verbatim terms awaiting coding |
| Coded | Terms that have been successfully assigned a medical code |
| Not Coded | Terms that have not yet been coded |
| Code Not Found | Terms where a search was performed but no matching code was found |
| Locked | Terms that are locked and cannot be edited |
Coding Table
The main table lists all verbatim terms submitted across subjects, with the following columns:
| Column | Description |
|---|---|
| Verbatim term | The raw text entered by the data entry user on the CRF |
| Dictionary | The medical dictionary used for coding (e.g., MedDRA) |
| Status | Current coding status: Not Coded, Coded, Code Not Found, or Locked |
| Subject ID | The ID of the subject who submitted the term |
| Event | The study event associated with the CRF entry |
| CRF | The name of the CRF form where the term was entered |
| Item | The specific CRF item (field) that captured the term |
| Medical codes | The assigned medical code(s), once coded |
| Action | Available actions for the row (see below) |
Actions
| Action | Available when | Description |
|---|---|---|
| Search code | Status is Not Coded or Code Not Found | Opens the code search dialog to find and assign a medical code |
| View in CRF | Always | Opens the source CRF entry for the subject to view the data in context |
Search Code Dialog
Clicking Search code opens a dialog where you can:
- Search by keyword — the verbatim term is pre-filled in the search box
- Browse the Preferred Name results returned from the dictionary
- Select a result to assign it as the medical code for the term
Auto Code
Click Auto code to automatically attempt to match all unresolved verbatim terms against the configured dictionary. Terms with exact or high-confidence matches are coded automatically. Terms that cannot be matched are marked as Code Not Found.
Export
Click Export as to download the coding data. The export includes all verbatim terms and their current coding status.
Search & Filter
Use the Search bar to filter the table by verbatim term, subject ID, event, CRF, or item name.
Alias Management
URL: /study/[studyId]/apps/medical-coding/alias-management
Alias Management stores mappings between verbatim terms and their preferred medical codes. Once an alias is created, future occurrences of the same verbatim term can be auto-coded using the saved mapping.
Alias Table Columns
| Column | Description |
|---|---|
| Verbatim term | The raw term as entered in the CRF |
| External Dictionary | The external medical dictionary the alias maps to (e.g., MedDRA) |
| Custom Dictionary | A custom/internal dictionary mapping, if applicable |
| Created On | Date the alias was created |
| Created By | User who created the alias |
| Last Updated On | Date the alias was last modified |
| Preferred name | The standardized preferred term assigned to this verbatim term |
| URL | Reference URL for the assigned code in the dictionary |
| Action | Edit or delete the alias |
Export
Click Export as to download the alias list.
Related
- Configuration — Dictionary setup, auto-code settings, and account configuration