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- Clinical Trial Management
- Who it's for
- Research site clinical operations
Research site clinical operations
A research site still needs dependable visit operations: a known patient, an assigned clinician, a scheduled encounter and attributed care evidence. The coordinator can use the patient and encounter records to organize clinical visits connected with the site's work. The governance administrator keeps clinician privileges and care-team assignments visible to the people planning those visits.
How Clinical Trial Management is set up for you
Visit intake
Start from the existing patient number, check the relevant consent document and schedule the encounter with the responsible clinician.
Care evidence
Put notes and observations on the encounter that produced them, with the author, recorder and times visible to the reviewer.
Specialty handoff
Record specimen state and medication dispensation details against the same visit when those actions occur.
Follow-up
Give a named person a due care task after the visit and keep escalated work visible.
A research site still needs dependable visit operations: a known patient, an assigned clinician, a scheduled encounter and attributed care evidence. The coordinator can use the patient and encounter records to organize clinical visits connected with the site's work. The governance administrator keeps clinician privileges and care-team assignments visible to the people planning those visits.
Choose a small set of patient visits with clear clinician ownership. Agree how the team checks professional standing, consent purpose and visit readiness. Walk a visit from scheduled through arrival, care documentation, review and completion. Add specimen or dispensation records only for work the site actually performs, and decide how laboratory and pharmacy confirmations reach the visit record.
Use the [Encounter Schedule](/clinical-trial-management/modules/encounters) to review planned care and the [Clinical Evidence](/clinical-trial-management/modules/clinical-evidence) page to prepare the review handoff. Rehearse a cancelled appointment, an expired consent and a specimen rejected after collection so the team has a consistent correction path before broader use.
Features to start with
Roles on the team
- Clinical Governance Administrator
- Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.
- Clinical Reviewer
- Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
- Licensed Clinician
- Captures assigned care operations work and evidence.
- Clinical Coordinator
- Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.
Set up Clinical Trial Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.