Benefits of Clinical Study Insight

On-time and On-Budget Clinical Research Projects


Study Setup

Configure your study based on the approved protocol
Add sites
Build study timeline
Upload your own logo and customize branding
Standard activities include:
Visits—in person or telemedicine

Study Management

Follow participants and their activities.
Add/remove staff/team members
Add roles and permissions
Manage custom fields
Add study documents
Edit/add message templates
Add/update site profiles
Set up reminders and notifications
Collect notes, communication and activity logs in common portal

Participant Onboarding

Setting up your study, onboarding participants and managing the study can be a challenge. Pair that with multiple study sites, and the management of this critical process can seem overwhelming.

Keep participant engagement high with our iOS and Android™ mobile apps for activity reminders, personal messages and relevant content. Focus the available content to participants based on their study arm and progress in the study protocol. Your study team can watch participant progress with the management portal dashboards—and anticipate issues before they happen.

Participant Interaction

You screen potential participants for eligibility
You enroll and assign participants to study arm through the management portal
Participant downloads app from iTunes® or Google Play
Participant interacts with study team and clinicians through the mobile app
Participant completes surveys, sends and receives messages and views informational content through the mobile app



Participant Information

View timeline
Communicate via email, text or add a phone log
Receive status updates
View running list of recent activities

Profile Screen Information

Contact information
Custom fields



Appointment Calendar

Set up calendar for managing visits or video conferences during the study setup process
Include visit/video conference appointment types in calendar management
List staff members available to host the visits or appointments on calendar

Resource Management

Staff members make themselves available for appointments in their calendar management
Participants can select the appointment from the mobile app
Site staff can book an appointment on behalf of a participant
Email confirmations are sent to both staff member and participant
Cancel/reschedule appointments up until the appointment time

Appointment Setup

Drag an appointment type onto the calendar to create an appointment
Set up recurring appointments based on date and number of occurrences
Establish appointment duration in the appointment type setup

Study Dashboard

Access high-level study metrics based on the protocol
Click through to participants from the metrics in the timeline summary
View a log of all recent activities
Manage calendar events
View/upload study documents and reference material

Key Features

Study can be configured for time-sensitive events based on protocol
Configure notifications and reminders during study setup
Calendar management to assign staff members to host events
Integrated with Zoom online conference software for telemedicine sessions
Store documents on the study level or participant level
Integrate with popular third-party survey engines like Survey Gizmo
Download survey responses from third-party tools and export
Configure reminders and notifications through the management portal
Complete surveys in the mobile app
Notify study team when activities are completed

Participant Dashboard

View all participant planned activities
View participant status
View and manage study status
Communicate with participant and view all communication history
View participant profile information
Add ad-hoc tasks for participants
Add/modify/cancel study team visits

Schedule a

 Free Demo

There is a lot going on in any clinical study. We have built an application to address the needs of a busy team of investigators collecting data for the most complex studies.

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