Your Site eSource Software

The #1 eSource Technology for Clinical Trial Sites, Networks, and Academic Medical Centers      

You need to capture clinical data quickly and accurately, but, from confusing software and multiple platforms to complex protocols and cumbersome paper processes, there’s a seemingly endless list of challenges standing in your way. But there doesn’t have to be. The user-friendly, scalable eSource software that improves data quality is clearly CRIO.

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Smiling healthcare professional in scrubs using a digital tablet, with abstract orange and hexagon graphic elements in the foreground.

CRIO’s eSource Software vs. Everyone Else 

Without CRIO

Manual, paper-based processes create opportunities for errors and protocol deviations

Varied templates and delayed monitoring allow for incorrect protocol interpretations and mistakes

Disconnected systems require extra work to track delegation, compliance, and payments

With CRIO

Digital data capture ensures accuracy and standardization (manual transcription and record abstraction carry a pooled error rate of about 6.6%, versus ~0.3% when data are captured directly in a validated system, per a systematic review and meta-analysis).

Automated logic checks and real-time alerts reduce errors at the point of entry

Seamless integration with eDOA, eRegulatory, and financial tracking make a complete site solution

Got a question about how eSource can help your site perform better?

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What Does the CRIO Site eSource Platform Include?

CRIO is the only eSource system designed for sites by a site, with carefully chosen features honed over the years from user feedback.

Intuitive eSource Templates

Save time on visits with templates built to enter source data on the go.

A screenshot of the CRIO “New eSource” web app on the “Configure” → “Procedures” page. At the top is the CRIO logo and a dropdown labeled “New eSource Demo,” with a share icon at right. Below are main nav tabs—Overview, Subjects, To-dos, Progress Notes, Comments, Files, Logs, and Configure (highlighted)—and a second row of links: Visits, Procedures (bold), Reminders, Subject Status. The page title “Procedures” sits above a wide matrix whose columns are grouped and color-shaded by study phase: a lavender “Pre” column, a pale yellow “Screening” column, a steel-blue “Treatment” block spanning four sub-columns, and a light green “Followup” column. Each subcolumn header is shown rotated vertically—e.g. Pre Screening, Screening, Baseline, Treatment, First eDiary, Treatment, Second eDiary, Follow Up. The leftmost row lists procedure names in blue text: Recruitment Questionnaire, Formatting, Subject Only Consent, Informed Consent with Re-Consent, SPANISH Version–Informed Consent with R…, etc. Within the grid, each cell shows either a greyed-out checkmark (procedure not active) or a solid green checkmark (active) indicating which procedures apply at each visit. A “View Audit Log” link appears at top right of the matrix.

A screenshot of the CRIO eSource web app showing a “Subjects” tab with a “Demo Subject” calendar in the background and a modal dialog titled “Creating an Unscheduled Visit” overlaid. The modal contains:Title field prefilled “Creating an Unscheduled Visit” with a close (×) button at its top right.Form fields on the left:Study: CRIO – New eSourceSubject: Demo Subject (001)Staff: Amelia TianTime: dropdowns set to 7:00 AM – 7:30 AMAdd to Calendar: a placeholder dropdown labeled “–No calendar selected–”Notes: an empty textareaProcedure checklist on the right with unchecked boxes for:Recruitment Questionnaire, Formatting, Subject Only Consent, Informed Consent with Re-Consent, SPANISH Version–Informed Consent with Re-consent, Pregnant Partner, Demographics, Ht/Wt/BMI, Vitals, Labs, Medical/Surgical HistoryAction buttons along the bottom: a bright blue “SAVE,” a greyed-out “Cancel,” and a “DELETE” link in the lower right.Behind the modal, a three-day calendar strip spans Monday April 21st, Tuesday April 22nd, and Wednesday April 23rd, with the modal centered over the Tuesday column. Tabs at the very top read Overview, Subjects (active), To-dos, Progress Notes, Comments, Files, Logs, Configure.

User-Friendly Calendar

Easily schedule subject visits within the visit window and keep track of visits scheduled or completed outside of the visit window.

Remote Collaboration

CRIO site users with study rights can log in anytime to view completed source data — including the question, answer, and audit trail — and to collaborate internally through direct message querying.

Screenshot of the CRIO eSource interface on the Body Temperature form for subject Nargis Solman (Subject ID: AAA, Visit 1: V1). On the left, a dark sidebar lists all form sections (Smoking Status, Alcohol Use, Height, etc.) with “Body Temperature ***” highlighted in orange. The main panel shows the question “Was body temperature measured?” answered “No” by Emma Alperen on 18-DEC-2024 at 7:57 AM, and the follow-up fields (“Temperature,” “Unit,” “Temperature method”) grayed out and marked DISABLED. Overlaid on the right is a “Write a New Comment” dialog: a circular avatar thumbnail, a text area prefilled with “Please add a progress note to explain @Emma,” an autocomplete suggestion listing “Emma Alperen” with her avatar below, and a blue “Submit” button.

A pop-up window titled “Add New Subject Document.” The left pane lists document categories (“Common,” “Communications,” “IP/IWRS” highlighted, “Other,” etc.). The right pane shows types under IP/IWRS: “IWRS Visit Confirmation,” “IWRS Status Change Confirmation,” “IP Shipment Confirmation,” and “IP Shipment Label.” At the bottom are action buttons: Save, Assign, e-Sign, and a disabled Cancel.

Electronic Document Management

  • Quickly upload, annotate, redact, route, and e-sign documents such as lab reports, electrocardiogram tracings, or patient diaries  
  • View files assigned for signature and get alerts when the principal investigator signs a requested file 

Customer Service 

  • Onboard and train new staff with CRIO’s high-support site enablement team 
  • Troubleshoot and answer questions with our dedicated customer service team and 24/7 live chat 
A screenshot showing part of the CRIO web app’s Configure view on the left (a grid of treatment-day checkmarks) and, on the right, a LiveChat support widget. The chat window header has a back arrow, a “…” menu, and a minimize icon. Below it is an avatar area displaying the CRIO logo, a gray user icon labeled “Juno,” and the subtitle “Product Expert,” with a small green dot indicating online status. In the chat body, a single message bubble reads “Chat queued…”. At the bottom is a user input box containing the draft message “Hi! Can you help me figure out how to set up security rules for my procedure?” with a smiley face icon, a plus button, and a blue send-arrow button to its right. Beneath the input is the text “Powered by LiveChat.”

A web‐app screenshot of the CRIO CTMS “Recruitment” tab. At top left is a circular placeholder avatar labeled “PATIENT.” Next to it is “John Doe” with a five‐star rating and status “INTERESTED.” Contact icons (phone, chat, email) appear below. To the right are email and phone details, plus Sex, Gender, and DOB. Below is a tab bar (“Overview,” “Profile,” etc.) and a “Recruiting For Studies” section showing four study cards: “Diabetes Prescreening” (Pre‐Screening, Prospect), “EM-20240215 Type II Diabetes” (Prospect), “1234 Back Pain” (Interested), and “E12345 Diabetes” (Not Eligible).

Integrated eSource Software

Our software is integrated with our clinical trial management system (CTMS), creating one end-to-end technology platform with impressive workflow benefits.

Explore Our Site CTMS

Frequently Asked Questions About the CRIO Site eSource

CRIO captures source data digitally with automated logic checks and real-time alerts that catch errors at the point of entry before they turn into protocol deviations. ​     ​ 

Manual, paper-based processes leave room for mistakes and inconsistent protocol interpretation. Digital data capture with built-in edit checks standardizes collection and flags issues in the moment, so data are cleaner from the start and need less rework downstream. 

CRIO was designed for sites by a site, with intuitive eSource templates that let staff enter source data on the go and a user-friendly calendar for scheduling subject visits within their windows. Every feature has been honed from real site-user feedback, so the software fits how coordinators work. 

New staff get up to speed with CRIO’s high-support site enablement team, and questions are answered by a dedicated customer service team with 24/7 live chat​.

Yes. Site users with study rights can log in anytime to view completed source data, including the question, answer, and full audit trail, and collaborate internally through direct-message​s​​. This access gives teams real-time visibility into their own data without ​needing to be ​on-site. 

Keeping queries and clarifications documented alongside the source record also means issues get resolved and tracked in one place, rather than scattered across email or paper.

Yes. CRIO eSource is integrated with CRIO’s Site CTMS, eDOA, eRegulatory, and financial tracking, creating one end-to-end platform for the site. Data and workflows connect across the system instead of living in disconnected tools. 

Disconnected systems force sites into extra work to track delegation, compliance, and payments. Bringing eSource together with CTMS and eRegulatory on a single platform removes that reconciliation and gives sites a complete solution. 

Get the eSource you need and watch your studies succeed.

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