for Research Sites
Less Record Chasing.
More Time for Patients.
The clinical evidence you need. Organized and ready for your review.
AiSync helps research sites spend less time requesting medical records, tracking down missing documentation, and reviewing fragmented patient histories—while preserving complete investigator oversight of clinical eligibility decisions.
| Protocol Criterion | Evidence Summary | Status | Source |
|---|---|---|---|
| ≥ 18 years of age | Date of birth: 05/14/1982. Age at screening: 42 years. | Pass | 2 |
| Confirmed diagnosis of metastatic NSCLC | Pathology and oncology notes confirm metastatic non-small cell lung cancer (adenocarcinoma). | Pass | 5 |
| ECOG performance status 0–1 | ECOG 1 documented on 03/12/2024 (oncology note). | Pass with exception | 3 |
| Adequate organ function | ANC, platelets, total bilirubin, AST/ALT within range (03/10/2024). | Pass | 6 |
| No prior treatment with study drug class | No record of prior anti–PD-1 or anti–PD-L1 therapy in available records. | Pass | 4 |
| No active autoimmune disease | History of rheumatoid arthritis noted (on methotrexate). | Fail | 4 |
| No uncontrolled CNS metastases | Unable to confirm — no brain MRI in records after 01/15/2024. | Unable to confirm | 2 |
- Less coordinator burden
- Organized clinical evidence
- Investigator retains final eligibility authority
- Faster review readiness
Your Coordinators Weren’t Hired
to Chase Medical Records.
Every hour spent requesting records, following up with outside providers, and organizing fragmented documentation is an hour unavailable for other research responsibilities.
- Outside provider follow-up
- Primary care office
- Specialist office
- Imaging center
- Missing documentation
- Lab results
- Imaging reports
- Pathology reports
- Fragmented patient historiesNotesImagingPathologyLabsClinic noteOutside record
- Manual pre-screen preparation
- Collect and organize records
- Review for key criteria
- Verify completeness
- Prepare for medical review
Where the hours go
Four tasks share one coordinator.
Every hour spent chasing documentation is an hour unavailable for patients, screening visits, and study coordination.
We Handle the Evidence Collection.
You Focus on Clinical Decisions.
AiSync manages the upstream record retrieval and evidence-preparation work so your site can focus on informed clinical review and patient care.
AiSync Handles
We go beyond the first record pull—actively pursuing missing evidence from specialists, labs, hospitals, imaging, and pathology.
Study-specific authorization
Manage release of information and site-specific requirements.
Digital record access
Retrieve records from hospitals, practices, and health systems.
Targeted provider retrieval
Follow up with specialists, labs, imaging centers, and pathology.
Evidence-gap identification
Identify what’s missing and continue targeted follow-up.
Protocol-aligned assessment
Organize and assess records against protocol criteria.
Clinical Summary with source links
Deliver a structured, citable summary of key evidence.
Clinical IntelligenceClinical Evidence Workflow
From scattered records to a clear, protocol-aligned summary.
- Retrieve Records
- Find Missing Evidence
- Assess Against Protocol
- Deliver Clinical Summary
| Protocol Criterion | Status | Source |
|---|---|---|
| ≥ 18 years of age | Pass | 2 |
| Confirmed diagnosis of metastatic NSCLC | Pass | 5 |
| ECOG performance status 0–1 | Pass with exception | 3 |
| Adequate organ function | Pass | 6 |
Some questions require new testing or investigator judgment.AiSync identifies them clearly rather than overstating what existing records can prove.
Your Site Retains
You stay in control of all clinical decisions, with the evidence you need organized and ready for review.
Investigator review
Review the complete evidence package.
Clinical judgment
Apply your expertise to complex or nuanced cases.
New testing when needed
Order additional tests if required by the protocol.
Patient communication
Discuss participation, risks, and next steps with patients.
Final eligibility decision
You retain full authority to determine study eligibility.
The AiSync Clinical Summary
Everything You Need for a More Informed Clinical Review.
AiSync organizes the available clinical evidence, evaluates it against your protocol’s inclusion and exclusion criteria, and provides a clear, source-supported summary—so you can review with confidence and make the final clinical decision.
Protocol-Aligned Assessment
Each inclusion and exclusion criterion evaluated against available clinical evidence.
Direct Source Links
One-click access to the exact page in the source document.
Transparency on Gaps
Clear identification of missing or inconclusive evidence so you know what’s needed.
You Retain the Clinical Decision
AiSync provides the organized evidence. Your team makes the final determination.
Meets key eligibility criteria with noted exception(s) and outstanding item(s).
| # | Protocol Criterion | Assessment | Key Evidence | Source |
|---|---|---|---|---|
| I.1 | Age 18–75 years | Pass | DOB: 04/12/1975 (Age 51) | p. 12 |
| I.2 | Confirmed diagnosis of advanced non-small cell lung cancer (NSCLC) | Pass | Pathology report, 03/15/2024 | p. 28 |
| I.3 | ECOG performance status 0–1 | Exception | ECOG 1 (most recent 02/10/2026) | p. 47 |
| E.1 | No prior treatment with investigational EGFR inhibitor | Pass | Medication history review | p. 63 |
| E.2 | No active CNS metastases | Unable to confirm | Last brain MRI 10/2024 (follow-up needed) | — |
| E.3 | Adequate organ function (labs within range) | Pass | Labs 02/08/2026 | p. 71 |
Organized Evidence
Hundreds of pages distilled into a clear, protocol-based summary.
Page-Cited Hyperlinks
Review the exact source for every finding.
Identify What’s Missing
Know what additional information or testing may be needed.
Built for Investigator Review
Supports faster, more informed decisions at the site level.
Real-world site impact
Give Your Coordinators Valuable Time Back.
By handling the time-consuming work of obtaining, organizing, and evaluating clinical evidence, AiSync helps your team focus on what matters most—your patients, your study, and your site’s success.
180 minutes reduced to 35 minutes per referral.
Calculated across 370 referred patients.
Coordinator task time per referral
Company-reported task-time comparisons from the historical Phase III COPD program. The 894 hours represent estimated released capacity, not necessarily cash savings or a reduction in all site workload. Independent third-party analysis by a top-3 global CRO (52,386 patients; 9 studies; ~29 months; 1,672 sites) found an average of 13.4 coordinator hours saved per site per week, with 98% of sites requesting future use.
“AiSync gave us back hours each week and allowed our team to focus on patients instead of chasing records.”
More Time for Patients
Less administrative work means more time for screening visits, study operations, and participant care.
More Efficient Workflows
Well-organized clinical evidence reduces back-and-forth and helps your team prepare for informed reviews.
Improved Referral Quality
Patients arrive with more complete documentation, reducing unnecessary visits and rescheduling.
Greater Study Productivity
Your team can focus on the right patients, move them through the process faster, and support study timelines.
Funding & implementation
Get the Support Your Site Needs—
Without Assuming the Cost.
Many sites use AiSync through sponsor- or CRO-funded arrangements. We’ll help you make the case, outline the approach, and work with your study team on implementation.
- 01
Identify the Need
Tell us which study or referral workflow is creating unnecessary workload.
- 02
Build the Case
We’ll outline the evidence requirements, proposed scope, and potential operational benefits for your study team.
- 03
Engage the Funder
Where appropriate, we work with the sponsor or CRO on funding, approvals, and implementation.
Our goal
A Practical Path for Your Study.
We help you navigate funding options and implementation so your site can focus on patients—not record retrieval.
You don’t need to have a dedicated AiSync budget before starting the conversation.
We can help explore appropriate sponsor-funded, CRO-funded, or study-specific deployment arrangements. Availability depends on study approval and commercial scope.
Flexible Approaches
Study-specific, centralized, or site-network models.
Minimal Site Lift
We handle patient outreach, provider retrieval, and organization of records.
Defined Scope
Start with a focused cohort or study, then expand as needed.
Proven Value
Demonstrate operational benefits that matter to your study team.
Site partnerships
Built for Your Studies Today.
Designed to Grow With Your Site.
AiSync supports your current studies through medical record aggregation and clinical verification—while also opening the door to future site partnership opportunities.
Site Partnership Opportunities
- Current Study SupportMedical record aggregation and verification
- Expanded OpportunitiesStudy matching, site intelligence, network participation
Available now
Available Service Foundation
Medical Record Aggregation & Clinical Verification
Patient authorization
Streamlined, compliant patient consent and authorization workflows.
Provider-direct retrieval
We request records directly from external providers on your behalf.
Evidence-gap closure
We track down missing documentation and close clinical gaps.
Protocol-aligned Clinical Summaries
Organized, investigator-ready summaries aligned to your study criteria.
Support for current studies
Help your team spend less time chasing records and more time on patients.
Emerging opportunities
SiteIQ, Protocol Matching & Site Intelligence
Additional capabilities to support your site’s long-term success.
- Pilot / future
Future study matching
Identify relevant studies based on your patient population and site profile.
- Pilot / future
Permission-based patient identification
Identify potential candidates from your existing patient population (with proper consent).
- Pilot / future
Site intelligence insights
Understand your site’s opportunity areas and patient population trends.
- Pilot / future
Pilot-stage network opportunities
Participate in selective network or sponsor initiatives as they become available.
- Pilot / future
Designed to grow with your site
A foundation for expanded capabilities and long-term partnership opportunities.
Start with the needs of today’s study. Build toward long-term collaboration.
Whether you’re focused on a single study or exploring broader opportunities, AiSync is designed to meet you where you are—and grow with you.
Let’s make your next study easier
Your Team Has Enough to Do.
Let AiSync Handle the Records.
From patient authorization to targeted provider retrieval and source-supported Clinical Summaries, AiSync helps your research team spend less time assembling evidence and more time making informed clinical decisions.
Clinical SummaryMeets key eligibility criteria with noted exception(s).
| # | Protocol Criterion | Assessment | Key Evidence | Source |
|---|---|---|---|---|
| I.1 | Age 18–75 years | Pass | DOB: 04/12/1975 (Age: 51) | p. 28 |
| I.2 | Confirmed advanced NSCLC | Pass | Pathology report, 03/15/2026 | p. 43 |
| I.3 | ECOG performance status 0–1 | Exception | ECOG 2 (02/10/2026) | p. 87 |
| E.1 | No prior investigational EGFR inhibitor | Pass | Medication history review | p. 112 |
| E.2 | No active CNS metastases | Unable to confirm | Last brain MRI: 11/2024 | — |
- Patient Authorization and Follow-Up
- Digital & Provider Record Retrieval
- Organization & Evidence Evaluation
- Identify Gaps & Targeted Follow-Up
- Source-Supported Clinical Summary
- Your Site Retains the Clinical Decision
More Time for Patients
Less administrative work means more time for screening visits, study operations, and care.
Better-Prepared Referrals
Receive organized, protocol-aligned evidence for a more efficient review process.
Support for Your Team
Reduce the burden on coordinators and help your site operate more efficiently.
Built for What’s Next
Lay the foundation for future opportunities, including SiteIQ and protocol matching.