Clinical research site software
SiteWorks manages clinical research site operations
Clinical research sites manage daily trial operations from initial feasibility through visit execution and financial tracking.
Clinical trial workflow management
01 / 08
Finding and assessing studies
ClinicalTrials.gov lookup imports trial data while weighted rules score operational feasibility for study opportunities.
02 / 08
Study start-up and binder
Document slots store study files by phase with tracking for expiration dates and file signatures.
03 / 08
Recruiting and screening volunteers
Volunteer databases match candidate records against protocol inclusion criteria. Recruiters review inbound chat leads and conduct structured screening calls using stored scripts.
04 / 08
Consent and enrollment
Screening logs record inclusion criteria assessments across stages. Enrolling a subject generates visit schedules across the system and updates linked records.
05 / 08
Running visits on electronic forms
Scheduled electronic forms capture visit data with required reasons for change and completion reviews that lock finalized visits.
06 / 08
Safety, queries and monitoring
Adverse events trigger principal investigator review queues. Monitors verify source data fields, open queries, and grant external monitors controlled access.
07 / 08
Electronic signatures and audit trail
Two-part electronic signatures bind user identities to record updates and log every edit into a hash-linked audit trail.
08 / 08
Budgets, invoices and payments
Financial dashboards calculate study balances and unbilled visits. Sponsor invoices write directly to study records while participant stipend schedules track payments.
Custom form creation
A three-panel workspace arranges form fields across a sectioned canvas with layout history and live preview modes.
Staff drag elements from a palette onto a sectioned layout canvas.
Form elements configure display logic based on selected entry values across sections.
Field properties define value limits and formatting rules before form submission.
Publishing locks the form layout and requires formal amendments for future updates.
Audit trail integrity verification
Database triggers record every system change into an append-only audit table. Verification functions recompute entry digests to verify database records.
- 01
Linked hash chain entries
Database triggers link every audit entry into a SHA-256 hash chain that detects record alterations.
- 02
RFC 3161 timestamping
Cryptographic functions send the latest chain hash to an independent timestamp authority for time verification.
- 03
Bitcoin blockchain anchoring
OpenTimestamps anchors the latest chain hash into the Bitcoin network to prove historical record state.
Onboarding and operational guidance
System interfaces display contextual guidance, research terminology explanations, and protocol evaluation tools to assist site personnel during daily operations.
Specialized study tools
Business development
Scout evaluates trial opportunities using weighted scoring across clinical and operational criteria.
Volunteer recruitment
Recruitment queues combine candidate matching with incoming study prospects in one live workspace.
Telehealth visits
Volunteer records track remote visit schedules and telehealth interactions alongside clinical data.
Studies and subjects
Subject records store trial participant documentation alongside visit progress and study history.
Safety and lab alerts
Adverse event reporting tracks severity grades while lab dashboards highlight critical patient values.
Regulatory binder
Essential document slots manage trial files across phases with expiration tracking and signatures.
Communications hub
Notification logs track SMS and email delivery alongside site discussion threads and chatter.
Regulatory compliance
Site oversight tools maintain study delegation records alongside staff credentials and training histories.
Contracts and finance
Financial dashboards manage sponsor invoices, clinical trial agreements, and subject stipend schedules.
Discussion threads
Record-level discussion threads support team comments directly within study workflows.
System integrations
Configuration panels manage service connections for messaging, payments, and external trial lookups.
Electronic forms
Schedule of Activities templates render audited eSource forms for clinical data capture.
Workspace options by site type
Medical practices starting clinical research
Standard templates, point-of-work guidance chips, and structured onboarding workflows help medical practices launch clinical trials alongside routine patient care.
Single research site operations
Integrated workspaces connect participant recruitment with visit execution and trial financial tracking.
Multi-site network administration
Network dashboards summarize research operational metrics across multiple physical facility locations.
Complete workspace for clinical research sites
Research teams run complete clinical trials within a single unified operational workspace.