CTMS augmentation for legacy & ongoing trials

The AI layer that augments your CTMS — without migration

Patientrials auto-provisions study infrastructure across all sites and adds compliant engagement, automation, logistics, and sponsor analytics on top of your existing CTMS/EDC.

Auto study creation
Participant ↔ Site chat
Uber Health logisticseICF + forms + surveysRecruitment + retention

What Patientrials adds to your CTMS

Engagement layer: AI study assistants + omnichannel reminders

Operations layer: scheduling + visit orchestration + eICF/forms/surveys

Logistics layer: embedded transportation via Uber Health

Sponsor layer: cross-site analytics

Days

to onboard

Sites

auto-provisioned

Real‑time

sponsor view

Works with your existing ecosystem

Operate as an intelligent overlay—no rip-and-replace.

  • Medidata
  • Veeva
  • Oracle
  • ServiceNow
  • Epic

Core capabilities others lack

Patientrials provides the infrastructure layer that CTMS systems typically don’t: site auto-provisioning, compliant engagement, and embedded operations.

Auto-created study environments

Instantly replicates study setup across all sites with study-specific assets (protocols, videos, eICF, surveys, reminders). Central governance with local flexibility.

Compliant communication hub

Built-in secure chat server for Participants ↔ Site staff. No participant-to-participant chat to ensure confidentiality and compliance. Audit-logged.

Sponsor oversight dashboard

Real-time aggregated stats on enrollment, adherence, and site performance—plus AI-powered risk and intervention signals.

Embedded logistics & automation

  • Transportation integration via Uber Health
  • Appointment scheduling, reminders, follow-ups
  • AI bots for FAQs and triage (participant + site workflows)
  • Digital informed consent (eICF), e-forms, surveys

Recruitment & engagement—built in

Patientrials doesn’t just add workflow overlays—it adds the recruitment engine and the participant engagement layer that legacy CTMS platforms typically don’t provide.

Recruitment acceleration

Activate recruitment on top of ongoing trials—without changing your CTMS. Convert more prospects to randomized participants with faster screening, better handoffs, and consistent study messaging across sites.

  • Study asset hub for consistent protocol + site materials across all locations
  • Pre-screening workflows and structured intake (digital forms + guided questions)
  • AI-assisted eligibility support and FAQ handling to reduce drop-off
  • Site-ready provisioning so every site launches recruitment with the same setup
  • Sponsor-level visibility into funnel metrics across sites

Engagement & retention

Keep participants on-protocol with a concierge-like experience: compliant chat, scheduling, reminders, and embedded logistics—plus AI bots to answer questions and route issues to site staff.

  • Participant ↔ Site chat (no participant-to-participant chat) with audit logs
  • Appointment scheduling, visit coordination, and automated reminders
  • Transportation logistics via Uber Health to reduce missed visits
  • Digital eICF, e-forms, and surveys to streamline study tasks
  • AI study assistants for FAQs, nudges, and triage—reducing site burden

Higher conversion: fewer drop-offs during screening and onboarding

Better adherence: reminders + logistics reduce missed visits

Less site burden: bots + self-serve answers reduce calls and emails

Why CTMS augmentation wins

You’ve already invested heavily in your CTMS. Patientrials turns that investment into an intelligent, connected trial ecosystem—without disrupting ongoing studies.

  • Augment, don’t replace: Extend CTMS capabilities without migration.
  • Recruit & retain faster: Engagement + automation reduce drop-offs.
  • Elevate sites: Chat, logistics, visit planning, and forms in one place.
  • Improve sponsor oversight: Cross-site analytics for proactive action.

Integrations

API-first overlay compatible with CTMS/EDC, ePRO/eCOA, EMR, and sponsor systems.
  • Medidata
  • Veeva
  • Oracle
  • ServiceNow
  • Epic

Security & compliance

  • Role-based access controls
  • Audit logs for actions & conversations
  • Encryption in transit and at rest
  • HIPAA-ready architecture

Deployment

  • Rapid onboarding in days
  • Study auto-provisioning across sites
  • Central governance with local flexibility
  • Designed for ongoing & legacy trials

See Patientrials in action

Your CTMS, augmented

No migration. No disruption.

Site-ready in days

Auto-provisioned studies.

Engage participants

Compliant chat + bots.

Sponsor oversight

Aggregated, real-time.