Process & Policy

UCSF data access processes are designed to make policy compliance easy and seamless. If you are working with a consultant for clinical data access, you will receive guidance on regulatory issues.

General Policies for UCSF Data Use

Clinical Data Request Process

The new and improved Clinical Data Request Process (CDRP) ensures all UCSF privacy and security policies are followed. The new process provides faculty, staff and students a streamlined and easy-to-use way to request clinical data for treatment, payment, operations, quality improvement and research. A wide range of stakeholders participated in developing the new CDRP.

This new process replaces:

  • The APeX New/Modify Report Request Form, and
  • The Clinical Data Research Consultations Request Form

Process Documentation

Submitting a Request for Data

With the new simplified process, the system automatically guides your request through the completion of the required steps after the initial request. Explore the details:

Instructions for Staff Providing Clinical Data

Additional Resources

Related Policies

Stakeholders in Developing the New Process

  • Enterprise Information and Analytics Department and Steering Committee
  • Audit and Advisory Services
  • Clinical and Translational Science Institute
  • Privacy Office
  • Security and Policy
  • Legal
  • Risk Management
  • Human Research Protection Program
  • Health System and Campus Procurement Offices
  • Health Plan Strategy
  • Government and Business Contracts
  • Innovation Technology and Alliances