Automation Designed for Your Practice, Not the Other Way Around

Every practice is unique. Trialist delivers customized automation tools that integrate seamlessly into your workflows. Our solutions reduce administrative burden, minimize human error, and open capacity for your staff to take on more clinical work and trials.

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Clinical Trial Tool

EMR → EDC

Centralizes data from all EHRs across your network into a single dashboard. Enables bulk upload of trial data directly to each sponsor's EDC.

  • Centralizes data from all EHRs into one dashboard
  • Bulk upload trial data directly to sponsor EDC
  • Eliminates manual transcription and human error
90%

Time saved

80%

Less SDV

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Intelligent Inbox

AI-Powered Document Processing

AI-driven sorting for faxes, PACS, and EHR inboxes. Files documents into the correct patient record while maintaining naming conventions and categorization.

  • AI-driven document sorting and classification
  • Automatic patient record matching
  • End-of-day reports and exception review queue
97%

Accuracy

25h→5m

Weekly → Daily

Our Approach

Custom Fit, Not One-Size-Fits-All

We start by understanding your existing workflows, then build automation that enhances them — never replacing what works.

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Workflow Assessment

We map your current clinical and administrative processes to identify where automation delivers the most impact.

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Tailored Implementation

Every solution is configured to match your naming conventions, categories, routing rules, and team structure.

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Measurable Outcomes

Track time saved, error reduction, and capacity gained with built-in operational dashboards.

See which solution fits your practice

Schedule a workflow review and we'll show you exactly where automation can help.