Mitigate Enrollment Risk. Accelerate Clinical Trials.
CRO & Recruitment Partners
Deliver only qualified patients to sites with verified EMR, EHR, and provider-sourced medical records
Sponsors & Biopharma
Trial Sites
Where AiSync Fits in the
Clinical Trial Workflow
AiSync operates between prescreen and enrollment-handling the most time-consuming, failure-prone work in the process: study-specific HIPAA authorization and complete medical record collection
AiSync
EMR/EHR Retrieval, HIPAA Authorization & Medical Record Infrastructure
Sponsors
Earlier eligibility clarity.
Fewer late-stage screen
failures.
Recruitment
Partners
Deliver truly qualified
patients backed by
clinical records.
Clinical Trial Sites
Confirm patient eligibility
earlier with complete
records and fewer
failures.
CROs
Predictable workflows
across sites.
Fewer downstream
surprises.
Summaries
Why AiSync Reduces
Screen Failures
Eligibility Is Based on Records—Not Assumptions
Issues Are Identified Earlier
Protocol-Aligned Medical Records Are Aggregated
Sites Can Confirm Eligibility
with Confidence
The result: fewer late-stage screen failures, faster enrollment decisions, and less wasted effort across the study.
How It Works
Key Benefits:
Early Eligibility Clarity
Eligibility risks surface earlier - before time, effort, and budget are spent at sites.
Fewer Screen Failures
Eligibility decisions are informed by complete EMR/EHR and provider medical records, not assumptions.
Protocol-Aligned Clinical Summaries
Records are structured and summarized against protocol criteria, not delivered as raw charts.
Reduced Site Burden
HIPAA management and record retrieval are handled upstream - minimizing manual site effort.
Cleaner Workflow Across Teams
Sponsors, CROs, recruitment partners, and sites work from the same structured, decision-ready output.
Supports Any Therapeutic Area
The same workflow scales across protocols - especially data-heavy or high screen-failure studies.
Workflow Steps:
1
Pre-Screened / Identified Patient
A potential patient has been identified by a site, sponsor, or recruitment partner and referred into the study workflow
2
HIPAA Authorization (Study-Specific)
AiSync generates a patient- and study-specific HIPAA authorization and manages delivery and signature.
3
Medical Record Retrieval (Study Specific)
Only the medical records required for the study are retrieved across all providers and any systems, Aggregation from any provider and in any format (no limits).
4
AiSync Clinical Summary
Aggregated records are normalized and summarized into protocol-aligned clinical insights based on inclusion and exclusion criteria.
5
Secure Delivery to Site
Clinical summaries and supporting records are securely delivered to the site via the AiSync platform or Partner API.
How AiSync Works
AiSync automates and manages EMR/EHR retrieval, HIPAA authorization, and multi-provider medical record aggregation end to end.
EMR / EHR Data
Digital pulls where available
Provider Records (HIPAA)
Manual + multi-provider outreach
AiSync
Enrollment Intelligence Engine
- Record normalization
- Protocol mapping
- Eligibility risk flags
Decision-Ready Outputs:
Why AiSync?
Complete Coverage - Not Partial Data
Eligibility Decisions Happen Earlier
Designed for Multi-Provider Reality
Decision-Ready, Not Data Dumps
Minimal Site Involvement
Scales Across Studies and Therapeutic Areas
Proven in Real Studies
Across EMR/EHR and multi-provider record workflows
What that experience delivered
Measured outcomes driven by early eligibility confirmation.
Significant Conversion Gains
Earlier Confirmation
56% Reduction
Reduction in screen failure rates through early, record-based eligibility validation (e.g. 18:1 down to 8:1)
Material Efficiency Gains
Meaningful reduction in marketing and recruitment spend by eliminating late-stage, ineligible patients.
Security & Compliance
AiSync is built as regulated clinical-trial infrastructure – with security, privacy, and auditability embedded into every workflow.
Data Privacy & HIPAA Alignment
- Study-specific, patient-specific HIPAA authorization workflows
- Minimum-necessary data handling by protocol
- PHI access restricted to authorized study personnel
Enterprise-Grade Cloud Infrastructure
- Hosted on Microsoft Azure with enterprise security controls
- Encrypted data at rest and in transit
- Secure isolation of study and customer data
Access Controls & Auditability
- Role-based access controls (RBAC)
- User authentication and permission management
- Full audit logging of record access and activity
Operational Security Practices
- Secure record ingestion and storage workflows
- Controlled data retention aligned to study requirements
Business Associate Agreements (BAAs)
- BAAs executed with partners and customers as required
- Incident response and monitoring procedures in place
Built for Vendor Risk Review
- Designed to support CRO and sponsor security assessments
- Documentation available to support due diligence and onboarding
- HIPAA-aligned workflows
- Enterprise-grade Azure infrastructure
- Role-based access, audit logging, and encryption
- Business Associate Agreements in place
Get In Touch
Ready to remove the bottleneck?
Whether you’re a Sponsor, CRO, or Patient Recruitment partner, AiSync integrates cleanly into your workflow and removes friction where it matters most.