Platform
Planned

Capture Study Documentation With Structured Review and Traceability

eSource

The planned eSource module will organize source documentation around protocol-defined visits and procedures. Configurable forms, review workflows, and controlled amendments will support consistent documentation across study teams.

Illustrative platform view
Visit Source Record

Open Records

23

awaiting review

Completeness

94%

configured checks

Amendments

5

this week

Signed Off

142

approved records

Records Awaiting Review

AURORA-1 — Visit 4, Participant 014

3 entries outstanding

Incomplete

NEPTUNE-3 — Visit 2, Participant 007

Ready for sign-off

Review

HELIOS-2 — Amendment v2.1

Form version updated

Amended

ORION-4 — Screening, Participant 003

1 inconsistency flagged

Check

Illustrative concept using fictional data. Capability availability is planned.

Planned capabilities

What this module is designed to do

Capabilities are grouped by operational purpose. Each is described as planned until availability is confirmed.

Protocol-Based Form Configuration

Develop study-specific templates for assessments, procedures, observations, and visit records. Require review and approval of templates before use, including changes resulting from protocol amendments.

Structured Documentation

Support appropriate field types, required entries, conditional sections, and recorded units. Preserve the distinction between documented findings, calculated values, and staff interpretations.

Completeness and Consistency Checks

Highlight missing information and configured inconsistencies for review. Checks must not fabricate values, backdate entries, or silently alter clinical records.

Investigator and Quality Review

Route records to designated reviewers, track open comments, and document resolution. Support configurable review responsibilities and sign-off requirements.

Amendments and Record History

Preserve original entries and record subsequent changes with user attribution, timestamps, and reasons where required. Maintain form-version context for completed records.

Authorized Monitoring

Provide controlled access to approved records and track review questions through defined workflows.

Workflow example

How it comes together

A coordinator completes visit documentation. Configured checks identify outstanding entries, designated staff review the record, and amendments remain traceable.

  1. 1

    A coordinator opens the protocol-defined visit template and documents findings.

  2. 2

    Configured checks highlight missing entries and inconsistencies for review.

  3. 3

    Designated reviewers assess the record, open comments, and document resolution.

  4. 4

    Amendments are preserved with attribution, timestamps, and reasons where required.

  5. 5

    Approved records are available for authorized monitoring access.

Role-based views

Relevant views for each role

The same connected records surface differently for each role, so people see what matters to their responsibilities.

Study Coordinator

Visit templates, outstanding entries, and documentation tasks.

Principal Investigator

Assigned reviews, open comments, and sign-off requirements.

Quality Manager

Review workflows, resolution status, and amendment history.

Connected modules

Works with the rest of the platform

This module connects with the others so study, document, and financial workflows stay in sync.

AI assistance

AI-assisted support in this module

AI helps staff review information, prepare drafts, and organize work. Staff review every output and retain control of decisions.

Document search across source records

Visit note summaries for review

Task suggestions for outstanding source reviews

AI-generated content requires staff review. The platform must identify uncertain or missing information and must not autonomously determine eligibility, diagnose conditions, or make treatment decisions.

Frequently asked questions

Discuss Your Site's Needs

Let's talk about your site or network

Evoright 360 is in development. Tell us about your workflows and priorities, and our team will walk through how the platform can come together for your site or network.

Evoright 360 does not collect patient information through this form.