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.

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
Time saved
Less SDV

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
Accuracy
Weekly → Daily
Custom Fit, Not One-Size-Fits-All
We start by understanding your existing workflows, then build automation that enhances them — never replacing what works.
Workflow Assessment
We map your current clinical and administrative processes to identify where automation delivers the most impact.
Tailored Implementation
Every solution is configured to match your naming conventions, categories, routing rules, and team structure.
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.