The site clinical trial management system (CTMS) software that seamlessly integrates with your eSource platform to streamline site operations is clearly CRIO.

A screenshot of the CRIO CTMS “Schedule” tab. On the left is a mini calendar for April 2025 with the 10th and 23rd highlighted. Below is a “My Sites” selector. On the right is a list of appointments for Wednesday, Apr 23, 2025:

Debra Doe, 10:00 AM–12:30 PM, Visit – Unscheduled Visit, Exam Room 2, stethoscope icon, status READY

Ken Booker, 10:30 AM–12:00 PM, Visit 1 – Screening, Exam Room 2, status READY

Diana McNalley, 12:30 PM–1:30 PM, Visit 2 – Treatment, Exam Room 1, status READY

Eric McCloy, 12:30 PM–1:30 PM, Visit 1 – Screening, Exam Room 3, status READY

Kelly Smithson, 1:30 PM–2:30 PM, Visit 2 – Baseline, Exam Room 2, status READY

CRIO’s site CTMS software was built to work in tandem with our eSource solution to increase operational efficiency and data quality. From managing patient recruitment to optimizing your finances, get ready for new levels of productivity.

Patient Recruitment

  • Manage your patient database, search for patients that meet feasibility criteria, and have website leads come in automatically
  • Make calls and send texts from within the system to move patients through the funnel
  • Simplify phone screenings with interactive patient questionnaires
  • Book patients for special prescreening visits or studies

Finance

  • Set visit or procedure-level receivables, patient stipends, and payables in different currencies
  • Generate and automatically track invoices and payment vouchers
  • Record and reconcile sponsor reimbursements
  • Support generally accepted accounting principles (GAAP) and financial reporting requirements

Medical Records API Software

The Industry’s First Patient-Focused, End-to-End, EHR-to-eSource Data Pipeline

  • Get patient records and insights in minutes — stop wasting time with handwritten medical releases, faxing, and multiple follow-up calls
  • Easily maintain patient safety and strengthen principal investigator (PI) oversight while quickly screening for eligibility
  • Unify and review medical health data, including labs, insurance, social determinants of health (SDOH) data, and more from across most healthcare systems in the U.S.

Patient Stipends

  • Deliver safe, hassle-free, and compliant patient payments with cash cards from Dash Solutions
  • Configure stipend amounts and issue prepayments in one system
  • Quickly and easily generate 1099 year-end reporting      

A clinical study software interface titled "Test Study" displays participant information for Abigail Doe (ID: 123456) during a screening visit. A pop-up window titled "Launch Signature" allows the user to select between "In Person" or "Remote" consent signature options. Contact details are shown for sending a PIN: a phone number (111-222-3333) and an email (abigaildoe@gmail.com). The interface includes navigation options like "Informed Consent," "Demographics," and "Complete Physical Exam" on the left side.

eConsent

Automate informed consent form (ICF) management with our eSource-integrated eConsent software.

Reporting

Optimize data reporting and query capabilities with our customizable reporting offerings.

Get the site CTMS software you need and watch your studies succeed.

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