Clinical Trial Intake

Clinical Trial Intake

Eliminate the need for multiple systems and processes, accelerating clinical trials to improve performance for better results.




When starting a clinical trial, clinicians need to intake patients quickly while also managing various legal, regulatory, and feasibility requirements.

Using spreadsheets and paper documents to complete all the required onboarding tasks put the trial at risk of manual errors, misplaced documentation, and more.

Plus, when multiple departments need to collaborate on intake documents, a disconnected, manual process delays the clinical trial and forces reactive problem-solving.

Clinical Trial Intake (CTI)


Clinical Trial Intake, built on the Appian platform, is a digital solution for coordinating and managing the intake process of a clinical trial. 

Easily configurable to match any existing intake process, the easy-to-use application streamlines document management, regulatory compliance, legal requirements, and more.

Multiple departments can collaborate on tasks and set notifications in real-time, accelerating turnaround times to get the trial up and running faster. 

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Clinical Trial Intake: Making trials easy for clinicians

Brittany LahureBlog

Clinical Trial Intake:
Making trials easy for clinicians

By Scot McElwaney

There’s no argument that performing clinical trials of new medications and instruments is immensely important in today’s environment of lightning-fast scientific progression. The clinicians setting up and directing these trials are quite literally working against the clock to save lives.

While the medications and instruments being trialed have progressed, the tools the Clinicians use to intake a medical trial have not. Setting up a clinical trial is fraught with time-consuming manual processes delaying the important work to be done. This is why we leveraged the Appian platform to develop the Clinical Trial Intake application (we call it “CTI”).

Imagine the efficiencies gained by allowing multiple departments to collaborate on documents and receive important notifications instantly while tracking all onboarding tasks and eliminating the need for spreadsheets. That’s exactly what CTI provides in a modular and easily configurable all in one system — CTI coordinates the various intake, regulatory, legal and feasibility considerations of beginning a clinical trial into a single, simple tracking system.

One of the features of the CTI application that we’re especially excited about is the ability to graphically view resource allocations and forecast future requirements. This allows for better scheduling and planning of resources and provides an extended timeline to address staff hiring and onboarding where traditionally, forecasting resources can be time-consuming and complex.

Concerned that a pre-built application can’t fit your needs? Don’t be. We created CTI so it can be tailored to work with any existing intake process. In fact, CTI’s flexible and configurable case management allows you to set up tasks and process flows in any way or order you see fit.

Employing CTI fosters an increased visibility into issues across teams and speeds up communication and resolution. By organizing all the tasks, notifications, and deadlines in one place, clinicians have a highly configurable system that allows them to reduce the need to switch between multiple applications to complete their workflows.

Check out a demo of our Clinical Trial Intake application here!

About the author

Scot has over 10 years of experience in the financial and insurance industries leading transformational programs and improving processes with technology. Scot oversees the delivery of the Appian platform and Blue Prism automation in collaboration with clients and the BIG team throughout the entire project lifecycle. When he’s not in the office Scot enjoys spending time in the great outdoors.