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  1. Clinical Trial Management
  2. Features
  3. Clinical Evidence
Feature · Clinical Evidence

Clinical Evidence

Keep clinical notes, measurements and consent tied to the right patient visit.

OverviewObservation Log
Clinical Trial Management · Clinical Evidence

Observation Log

Observations

New
EncounterMetricValueUnitObserved atRecorded by
ENC-3167MTR-618930UNT-48407 Oct
ENC-4213MTR-755540UNT-54707 Oct
ENC-1457MTR-943330UNT-55705 Oct
ENC-2963MTR-772370UNT-99412 Oct
ENC-6774MTR-905500UNT-31714 Oct
6 of 6 records
MTR-618Observations · OBS-42145
EncounterENC-3167
Value930
UnitUNT-484
Observed at07 Oct
Example screen with sample data

What you can do

Record who observed and who wrote

Clinical notes carry an author, note type, text, state and signing time for a specific encounter. Observations carry a metric, numeric value, unit, observation time and recorder. These details let a Clinical Reviewer read what happened during a visit and who entered each piece of evidence. The Licensed Clinician owns the clinical entry and signs the note when it is ready.

Consent is purpose-specific. Its record belongs to a patient and carries purpose, version, document, signature time, expiry and state. The patient’s overall consent status provides a starting signal, while the individual consent record gives the team the document and timing for a particular activity. Staff check both when preparing an encounter.

How the work is organized

  • Notes. A clinician drafts and signs attributed documentation against the encounter.
  • Measurements. A clinician records the metric, value, unit and observation time against the encounter.
  • Consent. A signed patient document retains its purpose, version and dates for later review.

What to agree during setup

Agree note types and the point at which a note is signed. Decide how an amendment is explained to later readers and who may enter it. Define the units used for common observations so a number is interpretable. For consent, agree how staff identify the correct version and purpose, and who checks expiry before an activity begins.

The coordinator can manage consent records, while the clinician can also capture them as part of care. Make the handoff explicit so a missing signature or attachment does not become an assumed approval. The reviewer should be able to trace the patient, visit, author and signed document without searching a separate folder.

Check the handoff on an actual case

A clinician sees a patient for a scheduled visit and records a numeric observation with its unit and time. The clinician drafts a note against that encounter and signs it after checking the content. The coordinator opens the patient’s purpose-specific consent and checks the version, document, signature and expiry. The Clinical Reviewer then reads the note, observation and consent in the context of that visit.

If the note needs correction, preserve its amended state and signing history through the team’s documented correction procedure. If consent was withdrawn, the team should see that state before relying on an earlier signed document for a new activity.

What your team sees

  • Notes Awaiting Signature — Draft encounter notes that still need the author’s clinical check.
  • Consent Review — Patient consent records with purpose, version and relevant dates.
  • Observation Log — Recorded measurements with the visit and recorder visible.

Follow the work through

Use care evidence review to trace the visit record. Integrations covers exchange with systems that hold additional clinical results.

What it keeps track of

Data model
Clinical notes
Attributed clinical documentation
Observations
Measured clinical observations
Consents
Purpose-specific patient consent
Patients
Patient identity and consent status
Encounters
Patient visits and care episodes
People
Clinic staff and clinicians

Who uses it

Permissions
Licensed Clinician
, Clinical Coordinator, Clinical Reviewer, Admin.

Set up Clinical Trial Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started