The moment a patient matches a trial, the rest starts moving: instructions go out, records come in, the first visit is booked.

Study Operations is the workspace behind recruitment: it turns every match into a visit that is booked, prepared, and documented. Your site runs its trials inside it, and your sponsor sees what comes out. The enrollment decision itself stays with the doctor.

01 The match

A match becomes a booked visit.

When the chatbot or a database query finds a matching patient, the platform books the screening visit straight away. Before the study nurse ever meets them, the patient has been told what to bring and which documents matter, and has uploaded prior records like a doctor’s letter through the chatbot.

02 The screening visit

The team starts prepared.

Nurse and doctor open the same structured file: uploaded records, prior findings, and the patient’s answers, all collected in advance. What used to be an hour of paperwork becomes a focused conversation.

03 Enrollment

The slot is found. The decision stays yours.

The AI schedules the enrollment visit with nurse and doctor inside the appointment slots your site defines per trial. The enrollment decision stays with the doctor. Everything up to it runs like a clinical trial management system: every step tracked, every document in place.

One native workspace,
the whole site.

Everything a site runs on, in one system instead of seven tabs. Built for the way a trial site works, down to the vocabulary.

01

Practice network

Manage collaborating outpatient practices: contacts, agreements, and referral flows.

02

Recruitment setup

Configure poster campaigns and the chatbot funnel per trial, and see what converts.

03

Media assets

Marketing materials, versions, and approvals in one library.

04

Projects

Project management tuned to trial milestones, tasks, and owners.

05

Team chat

Discuss patients, visits, and tasks where the work actually happens.

06

Email automation

Sequences for patients, practices, and sponsors, sent on time, every time.

Every trial,
on one screen.

Enrollment progress per trial, on-track indicators, and the views your team opens first. No Friday-afternoon spreadsheet archaeology.

Documents that write themselves

Site agreements, patient information, and consent packs generated from trial data.

Coordinated signatures

Every document routed to the right hands, and chased, so you don’t have to.

Versioned & audit-ready

Every version kept, every change logged. Inspection-ready by default.

One record, end to end

The same file carries the trial from first match to close-out. Nothing is re-keyed between steps.

Run your site like it runs itself.

See Study Operations running on your own workflows: your trials, your sites, your appointment slots.

nils.zaenker@ivelion.com