Study Definition & Build

Design the study once and every module runs from it.

The study definition is the single source of truth. Build the visit schedule, forms, edit checks, consent versions, and review rules in one visual builder, and data capture, the participant app, scheduling, and budgets all run from the same definition.

Visual study design

Coordinators and data managers build studies without tickets or vendor services. Everything a protocol defines becomes structured, versioned configuration.

  • Visit schedule designer with windows, anchors, and unscheduled visit support
  • CDASH-aligned form library: demographics, vitals, concomitant medications, medical history, physical exam, local labs, and dosing diaries out of the box
  • Entry-time edit checks with block, warn, and auto-query severities
  • Controlled terminology bindings so coded fields stay submission-ready

Reusable organization libraries

Forms and edit-check sets are versioned at the organization level and snapshotted into a study when used, so improving a template never silently changes a running study.

  • Org-wide form and edit-check libraries with independent versioning
  • Snapshot-on-use isolation per study
  • Build-time validation: publishing is blocked while edit checks reference missing fields

Amendments without chaos

A protocol amendment creates a new definition version with per-site activation dates and a migration preview showing exactly which captured data is affected.

  • Side-by-side definition versioning
  • Per-site activation dates
  • Automatic re-consent triggers when consent-relevant content changes

Run your next study on one platform

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